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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
251 LADENBURG THALMANN FINANCIAL SERVICES INC. 461,813 25,104,000 0.50%
252 LPL Financial LLC 490,882 26,684,000 0.54%
253 Personal Capital Advisors Corp 501,910 27,284,000 0.55%
254 Polaris Wealth Advisory Group, LLC 610,514 33,188,000 0.67%
255 Sensible Financial Planning & Management, LLC. 621,732 33,797,000 0.68%
256 Valmark Advisers, Inc. 647,936 35,222,000 0.71%
257 SII INVESTMENTS INC/WI 653,929 35,546,000 0.71%
258 UNITED CAPITAL FINANCIAL ADVISORS, LLC 760,337 41,332,000 0.83%
259 Bank of New York Mellon Corp 903,156 49,096,000 0.99%
260 ADVISOR GROUP, INC. 918,292 49,919,000 1.00%
261 IFC Holdings Incorporated/FL 956,684 52,000,000 1.04%
262 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,060,809 57,666,000 1.16%
263 WELLS FARGO & COMPANY/MN 1,101,440 59,874,000 1.20%
264 VANGUARD GROUP INC 1,267,070 68,878,000 1.38%
265 UBS Group AG 1,314,880 71,477,000 1.44%
266 BlackRock Finance, Inc. 1,420,345 77,210,000 1.55%
267 ASSETMARK, INC 1,432,504 77,871,000 1.56%
268 JPMORGAN CHASE & CO 1,433,749 77,938,000 1.57%
269 ROYAL BANK OF CANADA 1,445,694 78,588,000 1.58%
270 Mirae Asset Global Investments Co., Ltd. 1,718,310 93,407,000 1.88%
271 MORGAN STANLEY 1,929,529 104,889,000 2.11%
272 Cambridge Investment Research Advisors, Inc. 2,147,103 116,717,000 2.34%
273 AMERIPRISE FINANCIAL INC 3,179,746 172,819,000 3.47%
274 FIL Ltd 3,302,452 179,522,000 3.60%
275 QS Investors, LLC 4,882,956 265,437,000 5.33%
276 BANK OF AMERICA CORP /DE/ 7,126,978 387,422,000 7.78%
277 Charles Schwab Investment Advisory, Inc. 8,389,724 456,066,000 9.16%
278 Betterment LLC 9,435,380 512,907,000 10.30%
279 ENVESTNET ASSET MANAGEMENT INC 15,421,131 838,294,000 16.83%
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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.