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 | $16,343 | +1.0% | 341,702 | +3.2% | 11.83% | +3.6% |
| Q2 2023 | $16,189 | -0.2% | 331,199 | -0.1% | 11.42% | -2.0% |
| Q1 2023 | $16,215 | +8.5% | 331,475 | +5.2% | 11.65% | +0.2% |
| Q4 2022 | $14,945 | -99.9% | 315,100 | +3.7% | 11.63% | -8.0% |
| Q3 2022 | $14,505,000 | -4.3% | 303,909 | -0.1% | 12.64% | +2.2% |
| Q2 2022 | $15,152,000 | -6.3% | 304,208 | -1.4% | 12.37% | +3.3% |
| Q1 2022 | $16,178,000 | -1.8% | 308,516 | +3.3% | 11.97% | -1.2% |
| Q4 2021 | $16,472,000 | – | 298,624 | – | 12.12% | – |
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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% |