VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,566 | -9.4% | 200 | -7.4% | 0.00% | – |
| Q2 2023 | $10,559 | +0.9% | 216 | +0.9% | 0.00% | – |
| Q1 2023 | $10,469 | +3.1% | 214 | 0.0% | 0.00% | – |
| Q4 2022 | $10,150 | +1.5% | 214 | +7.0% | 0.00% | – |
| Q3 2022 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2022 | $10,000 | +66.7% | 200 | +100.0% | 0.00% | – |
| Q3 2021 | $6,000 | -81.2% | 100 | -81.9% | 0.00% | -100.0% |
| Q2 2021 | $32,000 | +433.3% | 552 | +452.0% | 0.00% | – |
| Q1 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -75.0% | 100 | -76.5% | 0.00% | -100.0% |
| Q4 2019 | $24,000 | +300.0% | 425 | +325.0% | 0.00% | – |
| Q3 2019 | $6,000 | +500.0% | 100 | +4900.0% | 0.00% | – |
| Q1 2018 | $1,000 | -98.7% | 2 | -99.9% | 0.00% | -100.0% |
| Q4 2017 | $79,000 | – | 1,450 | – | 0.01% | – |
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% |