SEC 13F Intelligence

Prospera Capital Management, LLC / BNDX

Prospera Capital Management, LLC’s Vanguard Charlotte Fds Position

Does Prospera Capital Management, LLC own Vanguard Charlotte Fds (BNDX)? Yes — 323.2K shares worth $16M (+7.78% of its 13F portfolio) as of Q1 2026, up from 316.8K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
323.2K
% of Portfolio
+7.78%
Quarters Held
4
currently held

Position History BNDX

Reported value by quarter
Q2 ’25: $15MQ2 ’25Q3 ’25: $16MQ3 ’25Q4 ’25: $15MQ4 ’25Q1 ’26: $16MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026323.2K$16M+7.78%
Q4 2025316.8K$15M+7.72%
Q3 2025320.1K$16M+7.64%
Q2 2025304.7K$15M+7.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Prospera Capital Management, LLC’s full portfolio or all institutional holders of BNDX.