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 | $2,724,055 | +2.6% | 56,953 | +4.8% | 1.52% | +2.7% |
| Q2 2023 | $2,655,946 | -2.1% | 54,336 | -2.0% | 1.48% | -9.0% |
| Q1 2023 | $2,713,568 | +2.5% | 55,470 | -0.6% | 1.63% | -6.1% |
| Q4 2022 | $2,647,000 | +23.3% | 55,817 | +24.1% | 1.73% | +9.4% |
| Q3 2022 | $2,147,000 | -36.6% | 44,991 | -34.2% | 1.58% | -36.4% |
| Q2 2022 | $3,385,000 | -17.9% | 68,331 | -13.1% | 2.49% | -21.6% |
| Q1 2022 | $4,123,000 | +8.6% | 78,621 | +14.2% | 3.18% | +9.7% |
| Q4 2021 | $3,796,000 | – | 68,815 | – | 2.90% | – |
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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% |