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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
101 FIRST HAWAIIAN BANK 9,680 526,000 0.01%
102 ZACKS INVESTMENT MANAGEMENT 9,773 531,000 0.01%
103 JFS WEALTH ADVISORS, LLC 9,889 538,000 0.01%
104 BUCKINGHAM STRATEGIC WEALTH, LLC 9,954 541,000 0.01%
105 BSW Wealth Partners 10,007 544,000 0.01%
106 GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 10,535 573,000 0.01%
107 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 10,936 594,000 0.01%
108 RWA WEALTH PARTNERS, LLC 11,080 602,000 0.01%
109 TORONTO DOMINION BANK 11,639 633,000 0.01%
110 SOWELL FINANCIAL SERVICES LLC 11,687 638,000 0.01%
111 BANK OF HAWAII 12,392 674,000 0.01%
112 WAYNE HUMMER INVESTMENTS L.L.C. 12,480 678,000 0.01%
113 CHOREO, LLC 12,675 689,000 0.01%
114 COLONY GROUP LLC 12,714 691,000 0.01%
115 COURIER CAPITAL LLC 12,779 695,000 0.01%
116 STOKES & HUBBELL CAPITAL MANAGEMENT, LLC 12,988 706,000 0.01%
117 SYNOVUS FINANCIAL CORP 13,242 718,000 0.01%
118 CONTINUUM ADVISORY, LLC 13,803 750,000 0.02%
119 FIFTH THIRD SECURITIES INC //OH /BD 14,708 799,000 0.02%
120 MASCOMA WEALTH MANAGEMENT LLC 14,698 799,000 0.02%
121 TRUIST FINANCIAL CORP 14,712 800,000 0.02%
122 First Heartland Consultants, Inc. 15,177 825,000 0.02%
123 Creative Planning 15,454 840,000 0.02%
124 Advisory Services Network, LLC 16,367 890,000 0.02%
125 Retirement Planning Group, LLC 16,585 902,000 0.02%
126 GENEOS WEALTH MANAGEMENT INC. 16,689 907,000 0.02%
127 PRUDENTIAL FINANCIAL INC 16,700 908,000 0.02%
128 Hilltop Holdings Inc. 17,272 939,000 0.02%
129 ACG Wealth 17,598 956,000 0.02%
130 SVA Wealth Management, LLC 17,867 971,000 0.02%
131 PNC FINANCIAL SERVICES GROUP, INC. 18,517 1,007,000 0.02%
132 Chesley Taft & Associates LLC 18,585 1,010,000 0.02%
133 Cerity Partners OCIO LLC 18,713 1,017,000 0.02%
134 CORNERSTONE WEALTH MANAGEMENT, LLC 18,823 1,020,000 0.02%
135 FINANCIAL CONSULATE, INC 19,055 1,036,000 0.02%
136 VENTURI WEALTH MANAGEMENT, LLC 19,125 1,040,000 0.02%
137 Cetera Advisor Networks LLC 21,588 1,175,000 0.02%
138 Paradigm Financial Advisors, LLC 21,617 1,175,000 0.02%
139 INVST, LLC 22,239 1,204,000 0.02%
140 TWIN FOCUS CAPITAL PARTNERS, LLC 22,253 1,210,000 0.02%
141 Compagnie Lombard Odier SCmA 22,800 1,239,000 0.02%
142 CREATIVE FINANCIAL DESIGNS INC /ADV 23,570 1,281,000 0.03%
143 CAHILL FINANCIAL ADVISORS INC 24,967 1,358,000 0.03%
144 VICUS CAPITAL 27,848 1,514,000 0.03%
145 FIDUCIARY TRUST CO 27,852 1,514,000 0.03%
146 AVIANCE CAPITAL MANAGEMENT, LLC 28,141 1,530,000 0.03%
147 Institute for Wealth Management, LLC. 28,252 1,537,000 0.03%
148 NWAM LLC 32,023 1,741,000 0.03%
149 JANUS HENDERSON GROUP PLC 32,236 1,752,000 0.04%
150 Coastline Trust Co 32,599 1,772,000 0.04%
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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.