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 | $271,387 | -2.9% | 5,705 | -0.2% | 0.20% | -2.9% |
| Q2 2023 | $279,398 | -0.1% | 5,716 | 0.0% | 0.21% | -5.9% |
| Q1 2023 | $279,627 | +9.1% | 5,716 | +5.8% | 0.22% | +0.9% |
| Q4 2022 | $256,217 | +0.5% | 5,402 | +1.0% | 0.22% | -8.3% |
| Q3 2022 | $255,000 | -0.4% | 5,350 | +3.4% | 0.24% | +2.6% |
| Q2 2022 | $256,000 | -5.5% | 5,174 | 0.0% | 0.23% | +4.5% |
| Q1 2022 | $271,000 | +14.8% | 5,174 | +20.8% | 0.22% | +19.1% |
| Q4 2021 | $236,000 | – | 4,282 | – | 0.19% | – |
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% |