VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 670 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,810,000 | -3.6% | 37,915 | 0.0% | 0.27% | -2.9% |
| Q2 2022 | $1,878,000 | -10.7% | 37,915 | -5.5% | 0.28% | +3.4% |
| Q1 2022 | $2,104,000 | -3.2% | 40,126 | +1.8% | 0.27% | -2.6% |
| Q4 2021 | $2,173,000 | -3.2% | 39,399 | -0.0% | 0.27% | -9.0% |
| Q3 2021 | $2,244,000 | +2.8% | 39,404 | +3.1% | 0.30% | +2.7% |
| Q2 2021 | $2,183,000 | 0.0% | 38,233 | 0.0% | 0.29% | -7.6% |
| Q1 2021 | $2,183,000 | -4.7% | 38,233 | -2.3% | 0.32% | -13.7% |
| Q4 2020 | $2,290,000 | – | 39,119 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ECLECTIC ASSOCIATES INC /ADV | 580,572 | $33,069,000 | 24.13% |
| Rappaport Reiches Capital Management, LLC | 418,829 | $23,856,363 | 23.60% |
| Sensible Financial Planning & Management, LLC. | 1,259,533 | $71,743,000 | 23.37% |
| Wilshire Advisors LLC | 92,400 | $5,263,000 | 14.01% |
| ASSET PLANNING CORPORATION | 256,290 | $14,598,000 | 13.51% |
| ADE, LLC | 219,209 | $12,486,000 | 11.43% |
| Ally Invest Advisors Inc. | 1,474,173 | $83,969,000 | 10.56% |
| Brickley Wealth Management | 722,312 | $41,143,000 | 10.36% |
| Blue Barn Wealth, LLC | 195,111 | $11,114,000 | 9.75% |
| McCarthy Grittinger Financial Group, LLC | 430,565 | $24,525,007 | 9.43% |