VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 739 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,599,207 | +2.0% | 137,972 | +4.2% | 5.43% | +1.4% |
| Q2 2023 | $6,471,667 | +2.0% | 132,399 | +2.1% | 5.35% | -2.2% |
| Q1 2023 | $6,346,346 | +24.0% | 129,729 | +20.3% | 5.47% | +10.3% |
| Q4 2022 | $5,116,464 | +5.1% | 107,874 | +5.8% | 4.96% | -6.2% |
| Q3 2022 | $4,868,000 | +3.4% | 101,998 | +7.3% | 5.29% | +7.1% |
| Q2 2022 | $4,709,000 | +1.5% | 95,061 | +7.5% | 4.94% | +10.7% |
| Q1 2022 | $4,639,000 | -10.7% | 88,454 | -6.1% | 4.46% | -12.2% |
| Q4 2021 | $5,197,000 | – | 94,210 | – | 5.08% | – |
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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% |