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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,243,000 | -79.3% | 119,059 | -78.3% | 4.42% | +21.0% |
| Q4 2021 | $30,220,000 | -14.6% | 547,856 | -11.8% | 3.65% | -16.5% |
| Q3 2021 | $35,379,000 | +4.4% | 621,121 | +4.7% | 4.37% | +6.3% |
| Q2 2021 | $33,872,000 | -2.5% | 593,212 | -2.5% | 4.11% | -8.7% |
| Q1 2021 | $34,737,000 | -20.0% | 608,140 | -17.9% | 4.50% | -22.1% |
| Q4 2020 | $43,395,000 | -14.3% | 741,157 | -14.9% | 5.78% | -9.7% |
| Q3 2020 | $50,659,000 | +38.9% | 870,649 | +37.9% | 6.40% | +29.7% |
| Q2 2020 | $36,460,000 | +41.1% | 631,548 | +37.5% | 4.94% | +18.5% |
| Q1 2020 | $25,839,000 | – | 459,276 | – | 4.17% | – |
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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% |