VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,663,440 | -3.4% | 117,292 | -2.6% | 0.62% | -3.3% |
| Q2 2023 | $5,862,180 | -5.6% | 120,448 | -5.1% | 0.65% | -2.3% |
| Q1 2023 | $6,210,506 | +10.7% | 126,952 | +7.3% | 0.66% | +0.2% |
| Q4 2022 | $5,610,285 | -3.0% | 118,286 | -1.9% | 0.66% | -6.1% |
| Q3 2022 | $5,781,000 | -10.3% | 120,591 | -4.4% | 0.70% | -8.7% |
| Q2 2022 | $6,442,000 | -3.0% | 126,092 | -0.4% | 0.77% | -0.3% |
| Q1 2022 | $6,638,000 | +5.5% | 126,591 | +10.2% | 0.77% | -3.6% |
| Q4 2021 | $6,289,000 | – | 114,852 | – | 0.80% | – |
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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% |