VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 741 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,382,663 | +5.4% | 384,333 | +7.7% | 0.51% | +5.1% |
| Q2 2023 | $17,448,915 | +5.8% | 356,975 | +5.9% | 0.49% | +0.4% |
| Q1 2023 | $16,494,818 | +903.3% | 337,179 | +1031.3% | 0.49% | +711.7% |
| Q4 2021 | $1,644,000 | +25.5% | 29,805 | +29.6% | 0.06% | +17.6% |
| Q3 2021 | $1,310,000 | +8.1% | 23,003 | +8.4% | 0.05% | +2.0% |
| Q2 2021 | $1,212,000 | +14.7% | 21,225 | +14.7% | 0.05% | 0.0% |
| Q1 2021 | $1,057,000 | +18.4% | 18,500 | +21.3% | 0.05% | +13.6% |
| Q4 2020 | $893,000 | +27.6% | 15,254 | +26.9% | 0.04% | +12.8% |
| Q3 2020 | $700,000 | +4.6% | 12,022 | +0.8% | 0.04% | -52.4% |
| Q3 2016 | $669,000 | – | 11,930 | – | 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% |