VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 23 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $688,627 | +36.3% | 14,397 | +39.3% | 0.62% | +33.5% |
| Q2 2023 | $505,191 | +0.1% | 10,335 | -0.6% | 0.46% | -8.7% |
| Q1 2023 | $504,764 | -1.7% | 10,398 | -4.0% | 0.51% | -10.3% |
| Q4 2022 | $513,695 | -1.2% | 10,831 | -0.6% | 0.56% | -10.5% |
| Q3 2022 | $520,000 | -2.6% | 10,897 | +1.1% | 0.63% | -1.9% |
| Q2 2022 | $534,000 | -10.7% | 10,776 | -5.5% | 0.64% | +2.2% |
| Q1 2022 | $598,000 | -0.5% | 11,401 | +4.6% | 0.63% | +3.5% |
| Q4 2021 | $601,000 | – | 10,900 | – | 0.61% | – |
Download | ||||||
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% |