VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,117,778 | +3.3% | 44,519 | +5.4% | 1.29% | +4.6% |
| Q2 2023 | $2,050,844 | +1.4% | 42,233 | +2.2% | 1.23% | +0.7% |
| Q1 2023 | $2,021,618 | +47.3% | 41,325 | +42.8% | 1.22% | +30.8% |
| Q4 2022 | $1,372,168 | -13.6% | 28,930 | -13.1% | 0.94% | -28.9% |
| Q3 2022 | $1,589,000 | +0.1% | 33,302 | +3.9% | 1.32% | -3.2% |
| Q2 2022 | $1,588,000 | +37.6% | 32,058 | +43.1% | 1.36% | +32.5% |
| Q1 2022 | $1,154,000 | +18.0% | 22,404 | +26.4% | 1.03% | +8.5% |
| Q4 2021 | $978,000 | – | 17,724 | – | 0.95% | – |
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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% |