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VANGUARD CHARLOTTE FDS
VANGUARD CHARLOTTE FDS. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 230 Institutional holders with a total value of $3,486,060,362.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parallax Volatility Advisers, L.P. 1 0 0.00%
2 BlackRock Investment Management, LLC 21 1,000 0.00%
3 Exchange Capital Management, Inc. 15 1,000 0.00%
4 Endurance Wealth Management, Inc. 36 2,000 0.00%
5 THOMPSON DAVIS & CO., INC. 52 3,000 0.00%
6 WFG Advisors, LP 53 3,000 0.00%
7 Hanson & Doremus Investment Management 45 3,000 0.00%
8 Checchi Capital Advisers, LLC 75 4,000 0.00%
9 INTEGRATED WEALTH MANAGEMENT 76 4,000 0.00%
10 WEALTHPLAN PARTNERS, LLC 447 4,254 0.00%
11 FIRST MANHATTAN CO. LLC. 96 5,000 0.00%
12 SIGNATUREFD, LLC 114 6,000 0.00%
13 SONORA INVESTMENT MANAGEMENT, LLC 138 7,687 0.00%
14 TCI Wealth Advisors, Inc. 140 8,000 0.00%
15 Evercore Wealth Management, LLC 224 12,000 0.00%
16 Vantage Investment Advisors, LLC 221 12,000 0.00%
17 Gradient Investments LLC 234 13,000 0.00%
18 Stanford Investment Group, Inc. 244 14,000 0.00%
19 Kistler-Tiffany Companies, LLC 316 18,000 0.00%
20 MCF Advisors LLC 393 22,000 0.00%
21 MOSAIC FAMILY WEALTH, LLC 427 24,000 0.00%
22 BRONFMAN E.L. ROTHSCHILD, L.P. 475 26,000 0.00%
23 RPG FAMILY WEALTH ADVISORY, LLC 716 39,938 0.00%
24 NORTHERN TRUST CORP 93,213 52,000 0.00%
25 OGOREK ANTHONY JOSEPH /NY/ /ADV 990 55,000 0.00%
26 FIFTH THIRD BANCORP 1,068 59,000 0.00%
27 WESTPORT RESOURCES MANAGEMENT INC 1,150 64,000 0.00%
28 Avior Wealth Management, LLC 1,200 67,000 0.00%
29 GLENMEDE TRUST CO NA 1,332 74,000 0.00%
30 Financial Architects, Inc 1,463 81,000 0.00%
31 Patten Group, Inc. 1,986 110,620 0.00%
32 ADVANTAGE INVESTMENT MANAGEMENT, LLC 2,388 133,000 0.00%
33 MYCIO WEALTH PARTNERS, LLC 2,984 166,000 0.00%
34 WealthTrust-Arizona, LLC 3,431 191,000 0.01%
35 Freedom Investment Management, Inc. 3,594 200,000 0.01%
36 CT Financial Advisors LLC 3,602 200,631 0.01%
37 Stellar Capital Management, LLC 3,620 202,000 0.01%
38 Bragg Financial Advisors, Inc 3,688 205,000 0.01%
39 Bartlett & Co. LLC 3,885 216,000 0.01%
40 WEBSTER BANK, N. A. 3,935 220,000 0.01%
41 LEAVELL INVESTMENT MANAGEMENT, INC. 4,056 226,000 0.01%
42 Stratos Wealth Partners, LTD. 4,076 227,000 0.01%
43 LBA Wealth Management, LLC 4,100 228,000 0.01%
44 Choate Investment Advisors 4,189 233,327 0.01%
45 Sigma Planning Corp 4,263 237,000 0.01%
46 LAUREL WEALTH ADVISORS, INC. 4,257 237,000 0.01%
47 CHOREO, LLC 4,401 245,000 0.01%
48 Regal Investment Advisors LLC 4,436 247,000 0.01%
49 COLDSTREAM CAPITAL MANAGEMENT INC 4,565 254,000 0.01%
50 Baker Avenue Asset Management, LP 4,610 257,000 0.01%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.