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

Institutional Holders (2017Q2)
Portfolio Summary: 279 Institutional holders with a total value of $4,980,011,865.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 200 0 0.00% Put
2 ASSET PLANNING SERVICES, LTD. 5 0 0.00%
3 REILLY FINANCIAL ADVISORS, LLC 9 0 0.00%
4 Tortoise Investment Management, LLC 5 0 0.00%
5 Parallax Volatility Advisers, L.P. 1 0 0.00%
6 D'Orazio & Associates, Inc. 13 1,000 0.00%
7 IHT WEALTH MANAGEMENT, LLC 8,829 1,000 0.00%
8 Endurance Wealth Management, Inc. 36 2,000 0.00%
9 MOSAIC FAMILY WEALTH, LLC 44 2,000 0.00%
10 NEWFOUND RESEARCH LLC 40 2,000 0.00%
11 WFG Advisors, LP 54 3,000 0.00%
12 Hudock, Inc. 89 4,000 0.00%
13 GLENMEDE TRUST CO NA 98 5,000 0.00%
14 LEGACY ADVISORS, LLC 100 5,000 0.00%
15 Sandy Spring Bank 90 5,000 0.00%
16 ALPHA OMEGA WEALTH MANAGEMENT LLC 110 6,000 0.00%
17 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 131 7,000 0.00%
18 Portfolio Strategies Inc 133 7,000 0.00%
19 Evercore Wealth Management, LLC 151 8,000 0.00%
20 TCI Wealth Advisors, Inc. 185 10,000 0.00%
21 FORTIS ADVISORS, LLC 200 11,000 0.00%
22 Ameritas Investment Partners, Inc. 255 13,000 0.00%
23 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 273 15,000 0.00%
24 AGF INVESTMENTS INC. 288 16,000 0.00%
25 THOMPSON DAVIS & CO., INC. 341 19,000 0.00%
26 MCF Advisors LLC 372 20,000 0.00%
27 BDO WEALTH ADVISORS, LLC 412 22,000 0.00%
28 Parkside Financial Bank & Trust 424 23,000 0.00%
29 Gradient Investments LLC 441 24,000 0.00%
30 ARCADIA INVESTMENT MANAGEMENT CORP/MI 500 27,000 0.00%
31 Baystate Wealth Management LLC 564 31,000 0.00%
32 EDGE ADVISORS, LLC 578 31,000 0.00%
33 Patten Group, Inc. 615 34,000 0.00%
34 CWM, LLC 631 34,000 0.00%
35 BB&T INVESTMENT SERVICES, INC. 749 40,000 0.00%
36 Live Your Vision, LLC 970 53,000 0.00%
37 Allworth Financial LP 1,202 65,000 0.00%
38 Cordasco Financial Network 1,300 71,000 0.00%
39 WESTSIDE INVESTMENT MANAGEMENT, INC. 1,372 74,211 0.00%
40 NORTHERN TRUST CORP 162,884 89,000 0.00%
41 Riggs Asset Managment Co. Inc. 1,664 90,000 0.00%
42 ADVANTAGE INVESTMENT MANAGEMENT, LLC 1,744 95,000 0.00%
43 FIFTH THIRD BANCORP 1,879 102,000 0.00%
44 Alken Asset Management Ltd 2,136 116,000 0.00%
45 NEXT Financial Group, Inc 2,157 117,000 0.00%
46 GLOBAL RETIREMENT PARTNERS, LLC 2,637 143,000 0.00%
47 NewEdge Advisors, LLC 2,896 156,654 0.00%
48 WEBSTER BANK, N. A. 2,935 159,000 0.00%
49 JNBA Financial Advisors 3,211 175,000 0.00%
50 Glassman Wealth Services 3,474 189,000 0.00%
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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.