VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 657 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,176,016 | -1.6% | 66,402 | +0.6% | 1.77% | +0.9% |
| Q2 2023 | $3,226,282 | -1.7% | 66,004 | -1.6% | 1.75% | -4.1% |
| Q1 2023 | $3,281,484 | +0.0% | 67,079 | -3.0% | 1.83% | +1.6% |
| Q4 2022 | $3,280,482 | -7.5% | 69,164 | -7.0% | 1.80% | -13.4% |
| Q3 2022 | $3,548,000 | -12.8% | 74,346 | -9.5% | 2.07% | -8.1% |
| Q2 2022 | $4,070,000 | -9.9% | 82,169 | -7.1% | 2.26% | -0.4% |
| Q1 2022 | $4,517,000 | -9.1% | 88,485 | -1.7% | 2.26% | +9.2% |
| Q4 2021 | $4,967,000 | -6.6% | 90,052 | -3.6% | 2.07% | -22.2% |
| Q3 2021 | $5,320,000 | +1.3% | 93,408 | +1.5% | 2.66% | -0.9% |
| Q2 2021 | $5,254,000 | +0.2% | 92,026 | +0.3% | 2.69% | -4.8% |
| Q1 2021 | $5,242,000 | +11.2% | 91,780 | +14.0% | 2.82% | +11.9% |
| Q4 2020 | $4,713,000 | – | 80,497 | – | 2.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rappaport Reiches Capital Management, LLC | 413,482 | $23,609,648 | 24.84% |
| ECLECTIC ASSOCIATES INC /ADV | 553,424 | $31,600,000 | 23.73% |
| Sensible Financial Planning & Management, LLC. | 1,213,076 | $69,267,000 | 23.39% |
| Summit Wealth Group, LLC | 235,937 | $13,472,000 | 20.01% |
| Wilshire Advisors LLC | 92,227 | $5,266,000 | 13.47% |
| ASSET PLANNING CORPORATION | 240,232 | $13,717,000 | 13.36% |
| ADE, LLC | 214,867 | $12,269,000 | 11.17% |
| Brickley Wealth Management | 718,723 | $41,039,000 | 10.37% |
| Ally Invest Advisors Inc. | 1,309,814 | $74,790,000 | 10.34% |
| Blue Barn Wealth, LLC | 175,841 | $10,041,000 | 10.30% |