VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 670 filers reported holding VANGUARD CHARLOTTE FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $7,607,000 | +109.0% | 137,900 | +120.5% | 0.01% | +10.0% |
Q3 2020 | $3,639,000 | -4.4% | 62,542 | -5.1% | 0.01% | -23.1% |
Q2 2020 | $3,805,000 | +2.9% | 65,910 | +0.3% | 0.01% | 0.0% |
Q1 2020 | $3,698,000 | +4.0% | 65,731 | +4.5% | 0.01% | +44.4% |
Q4 2019 | $3,557,000 | +12.6% | 62,873 | +17.1% | 0.01% | 0.0% |
Q3 2019 | $3,158,000 | – | 53,680 | – | 0.01% | – |
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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% |