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 | $4,425 | +3.3% | 92,511 | +5.5% | 2.44% | +5.4% |
| Q2 2023 | $4,285 | +12.9% | 87,661 | +13.0% | 2.31% | +6.5% |
| Q1 2023 | $3,794 | +26.7% | 77,556 | +22.9% | 2.17% | +17.8% |
| Q4 2022 | $2,994 | -99.2% | 63,121 | +713.8% | 1.84% | +611.2% |
| Q3 2022 | $370,000 | -3.6% | 7,756 | 0.0% | 0.26% | -3.4% |
| Q2 2022 | $384,000 | -5.7% | 7,756 | 0.0% | 0.27% | +8.9% |
| Q1 2022 | $407,000 | +17.6% | 7,756 | +23.8% | 0.25% | +15.5% |
| Q4 2021 | $346,000 | – | 6,266 | – | 0.21% | – |
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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% |