VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 23 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,541,822 | -65.5% | 32,212 | -64.8% | 0.00% | -60.0% |
| Q2 2023 | $4,474,115 | +0.0% | 91,542 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $4,471,954 | +257.1% | 91,451 | +246.2% | 0.01% | +400.0% |
| Q4 2022 | $1,252,250 | +97.2% | 26,416 | +98.6% | 0.00% | 0.0% |
| Q3 2022 | $635,000 | +5.0% | 13,299 | +9.0% | 0.00% | 0.0% |
| Q2 2022 | $605,000 | -43.2% | 12,201 | -39.9% | 0.00% | 0.0% |
| Q1 2022 | $1,066,000 | -43.3% | 20,318 | -40.4% | 0.00% | -50.0% |
| Q4 2021 | $1,880,000 | -25.9% | 34,074 | -23.4% | 0.00% | -33.3% |
| Q3 2021 | $2,536,000 | – | 44,490 | – | 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% |