VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 733 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,512 | -71.9% | 1,683 | -71.3% | 0.04% | -71.4% |
| Q2 2023 | $286,820 | -3.8% | 5,868 | -3.7% | 0.14% | -11.4% |
| Q1 2023 | $298,003 | +0.8% | 6,092 | -2.3% | 0.16% | -7.6% |
| Q4 2022 | $295,653 | -0.1% | 6,233 | +0.7% | 0.17% | -1.7% |
| Q3 2022 | $296,000 | -5.1% | 6,192 | -1.8% | 0.17% | -10.3% |
| Q2 2022 | $312,000 | -9.8% | 6,304 | -4.6% | 0.19% | +14.1% |
| Q1 2022 | $346,000 | +36.2% | 6,605 | +43.5% | 0.17% | +41.7% |
| Q4 2021 | $254,000 | -1.2% | 4,603 | +2.2% | 0.12% | -25.5% |
| Q3 2021 | $257,000 | -41.6% | 4,504 | -41.5% | 0.16% | -40.4% |
| Q2 2021 | $440,000 | +0.7% | 7,703 | +0.6% | 0.27% | -15.9% |
| Q1 2021 | $437,000 | +1981.0% | 7,659 | +2039.4% | 0.32% | +1788.2% |
| Q4 2020 | $21,000 | +40.0% | 358 | +36.6% | 0.02% | +13.3% |
| Q3 2020 | $15,000 | – | 262 | – | 0.02% | – |
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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% |