VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,498 | -2.4% | 1,683 | -0.3% | 0.02% | 0.0% |
| Q2 2023 | $82,509 | -0.1% | 1,688 | 0.0% | 0.02% | -4.0% |
| Q1 2023 | $82,577 | +103121.2% | 1,688 | 0.0% | 0.02% | +4.2% |
| Q4 2022 | $80 | -99.9% | 1,688 | 0.0% | 0.02% | -4.0% |
| Q3 2022 | $81,000 | -9.0% | 1,688 | -5.6% | 0.02% | -3.8% |
| Q2 2022 | $89,000 | -5.3% | 1,789 | 0.0% | 0.03% | +13.0% |
| Q1 2022 | $94,000 | – | 1,789 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rappaport Reiches Capital Management, LLC | 413,482 | $23,609,648 | 24.84% |
| ECLECTIC ASSOCIATES INC /ADV | 553,424 | $31,600,000 | 23.73% |
| Sensible Financial Planning & Management, LLC. | 1,213,076 | $69,267,000 | 23.39% |
| Summit Wealth Group, LLC | 235,937 | $13,472,000 | 20.01% |
| Wilshire Advisors LLC | 92,227 | $5,266,000 | 13.47% |
| ASSET PLANNING CORPORATION | 240,232 | $13,717,000 | 13.36% |
| ADE, LLC | 214,867 | $12,269,000 | 11.17% |
| Brickley Wealth Management | 718,723 | $41,039,000 | 10.37% |
| Ally Invest Advisors Inc. | 1,309,814 | $74,790,000 | 10.34% |
| Blue Barn Wealth, LLC | 175,841 | $10,041,000 | 10.30% |