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 | $6,768,022 | -3.3% | 142,275 | -0.7% | 5.47% | +2.1% |
Q2 2023 | $6,999,909 | -2.9% | 143,206 | -2.8% | 5.35% | -3.6% |
Q1 2023 | $7,205,720 | +6.4% | 147,296 | +3.1% | 5.55% | +2.6% |
Q4 2022 | $6,773,478 | -1.8% | 142,810 | -1.2% | 5.41% | -9.3% |
Q3 2022 | $6,899,000 | -4.1% | 144,539 | -0.4% | 5.97% | +3.1% |
Q2 2022 | $7,192,000 | -4.5% | 145,172 | +1.1% | 5.79% | +7.0% |
Q1 2022 | $7,530,000 | +8.6% | 143,597 | +14.2% | 5.41% | +11.5% |
Q4 2021 | $6,935,000 | – | 125,727 | – | 4.85% | – |
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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% |