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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,694,111 | +2.1% | 77,234 | +4.3% | 0.18% | +3.4% |
| Q2 2023 | $3,618,002 | +917.8% | 74,018 | +918.7% | 0.18% | +842.1% |
| Q1 2023 | $355,459 | -38.7% | 7,266 | -40.6% | 0.02% | -45.7% |
| Q4 2022 | $579,987 | -2.7% | 12,228 | +1.7% | 0.04% | -12.5% |
| Q3 2022 | $596,000 | 0.0% | 12,023 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $596,000 | -67.9% | 12,023 | -64.3% | 0.04% | -64.0% |
| Q4 2021 | $1,858,000 | -22.9% | 33,680 | -20.4% | 0.11% | +44.2% |
| Q3 2021 | $2,410,000 | -6.0% | 42,312 | -5.8% | 0.08% | -6.1% |
| Q2 2021 | $2,564,000 | +8.8% | 44,909 | +8.9% | 0.08% | -3.5% |
| Q1 2021 | $2,356,000 | – | 41,254 | – | 0.08% | – |
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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% |