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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
51 Atria Investments, Inc 216,964 11,794,000 0.24%
52 PARAMETRIC PORTFOLIO ASSOCIATES LLC 208,611 11,340,000 0.23%
53 First Horizon Advisors, Inc. 202,556 11,065,000 0.22%
54 Raymond James Financial Services Advisors, Inc. 198,289 10,779,000 0.22%
55 Perella Weinberg Partners Capital Management LP 194,219 10,558,000 0.21%
56 US BANCORP \DE\ 194,011 10,545,000 0.21%
57 AllSquare Wealth Management LLC 193,773 10,534,000 0.21%
58 HighTower Advisors, LLC 188,387 10,237,000 0.21%
59 Bouchey Financial Group Ltd 185,715 10,095,000 0.20%
60 GUIDANT WEALTH ADVISORS 183,886 9,946,000 0.20%
61 STIFEL FINANCIAL CORP 179,071 9,692,000 0.19%
62 COUNTRY TRUST BANK 177,617 9,655,000 0.19%
63 Roof Eidam Maycock Peralta, LLC 172,225 9,362,000 0.19%
64 First Allied Advisory Services, Inc. 166,006 9,040,000 0.18%
65 Cranbrook Wealth Management, LLC 165,307 8,986,000 0.18%
66 Private Advisor Group, LLC 164,756 8,913,000 0.18%
67 Alaska Permanent Capital Management, LLC 157,088 8,539,000 0.17%
68 B. Riley Wealth Advisors, Inc. 154,587 8,404,000 0.17%
69 BAIRD FINANCIAL GROUP, INC. 149,708 8,138,000 0.16%
70 BLUESKY WEALTH ADVISORS, LLC 145,700 7,920,000 0.16%
71 BFSG, LLC 135,590 7,371,000 0.15%
72 FC ADVISORY LLC 133,890 7,278,000 0.15%
73 Cambridge Advisors Inc. 133,120 7,236,000 0.15%
74 PANAGORA ASSET MANAGEMENT INC 132,965 7,228,000 0.15%
75 CANANDAIGUA NATIONAL BANK & TRUST CO 127,232 6,916,000 0.14%
76 Virtu KCG Holdings LLC 124,461 6,766,000 0.14%
77 MILLENNIUM MANAGEMENT LLC 123,320 6,704,000 0.13%
78 COMERICA BANK 121,739 6,628,000 0.13%
79 RAYMOND JAMES & ASSOCIATES 121,798 6,621,000 0.13%
80 Estate Counselors, LLC 121,480 6,604,000 0.13%
81 CITIGROUP INC 119,324 6,487,000 0.13%
82 FDx Advisors, Inc. 115,829 6,296,000 0.13%
83 MML INVESTORS SERVICES, INC. 113,244 6,156,000 0.12%
84 Confluence Wealth Management LLC 112,260 6,102,000 0.12%
85 Verity Asset Management, Inc. 111,864 6,081,000 0.12%
86 Rehmann Capital Advisory Group 110,646 6,015,000 0.12%
87 FINANCIAL ADVISORS NETWORK, INC. 109,154 5,934,000 0.12%
88 Mosaic Financial Partners, Inc. 103,486 5,626,000 0.11%
89 FMR LLC 102,523 5,573,000 0.11%
90 INTERACTIVE FINANCIAL ADVISORS, INC. 101,251 5,504,000 0.11%
91 HEFTY WEALTH PARTNERS 96,478 5,244,000 0.11%
92 Stratos Wealth Partners, LTD. 91,860 4,994,000 0.10%
93 FAS Wealth Partners, Inc. 91,512 4,975,000 0.10%
94 ALLIANCEBERNSTEIN L.P. 90,275 4,907,000 0.10%
95 GIRARD ADVISORY SERVICES, LLC 89,467 4,863,000 0.10% SH
96 FormulaFolio Investments, LLC 84,894 4,615,000 0.09%
97 PARALLEL ADVISORS, LLC 82,394 4,482,000 0.09%
98 GREAT LAKES ADVISORS, LLC 75,864 4,124,000 0.08%
99 AXA S.A. 72,230 3,926,000 0.08%
100 FIRST MERCANTILE TRUST CO 71,670 3,896,000 0.08%
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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.