Prospera Financial Services Inc - VANGUARD CHARLOTTE FDS ownership

VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 709 filers reported holding VANGUARD CHARLOTTE FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Prospera Financial Services Inc ownership history of VANGUARD CHARLOTTE FDS
ValueSharesWeighting
Q3 2023$358,655
+10.1%
7,490
+12.6%
0.01%
+7.7%
Q1 2023$325,672
-12.2%
6,649
-14.4%
0.01%
-31.6%
Q3 2022$371,000
+192.1%
7,769
+204.1%
0.02%
+216.7%
Q2 2022$127,000
-25.7%
2,555
-21.3%
0.01%
-14.3%
Q1 2022$171,000
-50.9%
3,247
-48.3%
0.01%
-53.3%
Q4 2021$348,000
-25.6%
6,279
-23.5%
0.02%
-34.8%
Q3 2021$468,000
-24.3%
8,209
-23.9%
0.02%
-25.8%
Q2 2021$618,000
+3.7%
10,794
+3.7%
0.03%
-11.4%
Q1 2021$596,000
-15.2%
10,405
-13.3%
0.04%
-27.1%
Q4 2020$703,000
+965.2%
11,996
+957.8%
0.05%
+92.0%
Q3 2020$66,000
-90.2%
1,134
-90.3%
0.02%
-58.3%
Q2 2020$675,000
+2.1%
11,685
-0.5%
0.06%
-14.3%
Q1 2020$661,000
-9.3%
11,742
-8.9%
0.07%
+25.0%
Q4 2019$729,000
+14.6%
12,889
+19.2%
0.06%
-13.8%
Q3 2019$636,00010,8130.06%
Other shareholders
VANGUARD CHARLOTTE FDS shareholders Q1 2022
NameSharesValueWeighting ↓
ECLECTIC ASSOCIATES INC /ADV 725,834$34,716,61917.66%
Sensible Financial Planning & Management, LLC. 1,380,241$66,01716.60%
Refined Wealth Management 366,734$17,540,88815.74%
Silver Oak Advisory Group, Inc. 399,525$19,10912.38%
FISCHER INVESTMENT STRATEGIES, LLC 250,466$11,979,77812.16%
Summit Wealth Group, LLC 281,432$13,46112.01%
Evolution Advisers, Inc. 341,702$16,34311.83%
Ally Invest Advisors Inc. 1,655,073$79,162,1249.26%
GPWM LLC 213,049$10,190,1348.71%
McCarthy Grittinger Financial Group, LLC 454,273$21,727,8938.56%
View complete list of VANGUARD CHARLOTTE FDS shareholders