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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $8,034,501 | -2.0% | 169,397 | -1.4% | 2.94% | -5.4% |
| Q3 2022 | $8,199,454 | +2.9% | 171,788 | +6.8% | 3.11% | +7.8% |
| Q2 2022 | $7,966,718 | +6.6% | 160,814 | +12.9% | 2.88% | +22.1% |
| Q1 2022 | $7,471,208 | +47.6% | 142,472 | +55.2% | 2.36% | +62.3% |
| Q4 2021 | $5,062,528 | +10.8% | 91,779 | +14.4% | 1.46% | +4.2% |
| Q3 2021 | $4,571,036 | +9.7% | 80,250 | +10.0% | 1.40% | +9.7% |
| Q2 2021 | $4,167,042 | +39.5% | 72,978 | +39.5% | 1.27% | +27.6% |
| Q1 2021 | $2,987,921 | +246.6% | 52,310 | +255.3% | 1.00% | +164.0% |
| Q4 2020 | $862,030 | +17.6% | 14,723 | +16.8% | 0.38% | +3.3% |
| Q3 2020 | $733,321 | +27.8% | 12,603 | +26.8% | 0.37% | +18.8% |
| Q2 2020 | $573,674 | +69.3% | 9,937 | +65.0% | 0.31% | +23.7% |
| Q1 2020 | $338,931 | – | 6,024 | – | 0.25% | – |
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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% |