VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 710 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $27,984 | -94.3% | 590 | -93.2% | 0.00% | – |
| Q3 2021 | $492,000 | +120.6% | 8,643 | +122.0% | 0.00% | – |
| Q1 2021 | $223,000 | -8.2% | 3,894 | -6.1% | 0.00% | – |
| Q4 2020 | $243,000 | -89.7% | 4,147 | -89.6% | 0.00% | -100.0% |
| Q3 2019 | $2,353,000 | +283.8% | 40,000 | +257.1% | 0.00% | +100.0% |
| Q1 2018 | $613,000 | -89.0% | 11,200 | -88.8% | 0.00% | -83.3% |
| Q2 2016 | $5,570,000 | +456.4% | 100,000 | +440.5% | 0.01% | +500.0% |
| Q1 2015 | $1,001,000 | +8.7% | 18,500 | +6.7% | 0.00% | 0.0% |
| Q4 2014 | $921,000 | -30.0% | 17,333 | -31.3% | 0.00% | 0.0% |
| Q3 2014 | $1,315,000 | -8.4% | 25,236 | -9.6% | 0.00% | 0.0% |
| Q2 2014 | $1,435,000 | – | 27,903 | – | 0.00% | – |
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% |