VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. 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 ↓ |
|---|---|---|---|
| Rappaport Reiches Capital Management, LLC | 413,482 | $23,609,648 | 24.84% |
| ECLECTIC ASSOCIATES INC /ADV | 553,424 | $31,600,000 | 23.73% |
| Sensible Financial Planning & Management, LLC. | 1,213,076 | $69,267,000 | 23.39% |
| Summit Wealth Group, LLC | 235,937 | $13,472,000 | 20.01% |
| Wilshire Advisors LLC | 92,227 | $5,266,000 | 13.47% |
| ASSET PLANNING CORPORATION | 240,232 | $13,717,000 | 13.36% |
| ADE, LLC | 214,867 | $12,269,000 | 11.17% |
| Brickley Wealth Management | 718,723 | $41,039,000 | 10.37% |
| Ally Invest Advisors Inc. | 1,309,814 | $74,790,000 | 10.34% |
| Blue Barn Wealth, LLC | 175,841 | $10,041,000 | 10.30% |