VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q2 2022. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,242,166 | -0.7% | 126,449 | -3.8% | 4.09% | -10.8% |
| Q3 2023 | $6,289,123 | +1.0% | 131,489 | +3.2% | 4.59% | +3.8% |
| Q2 2023 | $6,225,283 | +1.0% | 127,404 | +1.2% | 4.42% | -2.3% |
| Q1 2023 | $6,161,374 | +108912.3% | 125,948 | +5.8% | 4.52% | -0.0% |
| Q4 2022 | $5,652 | -99.9% | 119,069 | +8.7% | 4.52% | -6.2% |
| Q3 2022 | $5,230,000 | -5.0% | 109,581 | +0.6% | 4.82% | +7.1% |
| Q2 2022 | $5,503,000 | – | 108,961 | – | 4.50% | – |
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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% |