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 | $6,361 | -2.2% | 132 | +0.8% | 0.00% | – |
| Q2 2023 | $6,501 | -0.1% | 131 | 0.0% | 0.00% | – |
| Q1 2023 | $6,506 | -82.5% | 131 | -83.2% | 0.00% | – |
| Q4 2022 | $37,137 | +147.6% | 781 | +139.6% | 0.00% | – |
| Q3 2022 | $15,000 | +66.7% | 326 | +68.0% | 0.00% | – |
| Q2 2022 | $9,000 | -84.5% | 194 | -82.5% | 0.00% | – |
| Q1 2022 | $58,000 | -9.4% | 1,108 | -5.5% | 0.00% | – |
| Q4 2021 | $64,000 | +481.8% | 1,173 | +504.6% | 0.00% | – |
| Q3 2021 | $11,000 | 0.0% | 194 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | +266.7% | 194 | +185.3% | 0.00% | – |
| Q3 2019 | $3,000 | -40.0% | 68 | -29.2% | 0.00% | – |
| Q4 2016 | $5,000 | 0.0% | 96 | 0.0% | 0.00% | – |
| Q3 2016 | $5,000 | 0.0% | 96 | 0.0% | 0.00% | – |
| Q2 2016 | $5,000 | – | 96 | – | 0.00% | – |
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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% |