VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $822,096 | +56.3% | 17,273 | +58.4% | 0.04% | -39.7% |
| Q2 2023 | $525,983 | -21.6% | 10,906 | -20.7% | 0.07% | +100.0% |
| Q1 2023 | $670,594 | -16.9% | 13,745 | -19.2% | 0.03% | -8.1% |
| Q4 2022 | $806,712 | +51.6% | 17,008 | +52.7% | 0.04% | +15.6% |
| Q3 2022 | $532,000 | +2.9% | 11,137 | +6.6% | 0.03% | +6.7% |
| Q2 2022 | $517,000 | -28.0% | 10,444 | -23.8% | 0.03% | +15.4% |
| Q1 2022 | $718,000 | -21.7% | 13,698 | -17.6% | 0.03% | -23.5% |
| Q4 2021 | $917,000 | – | 16,618 | – | 0.03% | – |
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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% |