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 | $547,797 | +30.3% | 11,453 | +33.1% | 0.02% | -36.7% |
| Q2 2023 | $420,564 | +4.7% | 8,604 | +4.8% | 0.03% | 0.0% |
| Q1 2023 | $401,584 | -32.6% | 8,209 | -34.7% | 0.03% | -38.8% |
| Q4 2022 | $596,053 | -29.2% | 12,567 | -28.8% | 0.05% | -38.8% |
| Q3 2022 | $842,000 | -38.5% | 17,643 | -36.1% | 0.08% | -36.5% |
| Q2 2022 | $1,368,000 | -67.7% | 27,613 | -65.8% | 0.13% | -61.9% |
| Q1 2022 | $4,239,000 | -7.7% | 80,823 | -2.9% | 0.33% | -1.2% |
| Q4 2021 | $4,592,000 | – | 83,241 | – | 0.34% | – |
Download | ||||||
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% |