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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 ALLIANCE WEALTH MANAGEMENT GROUP 68,398 3,713,000 0.07%
102 Burt Wealth Advisors 68,077 3,700,000 0.07%
103 FAGAN ASSOCIATES, INC. 64,261 3,493,000 0.07%
104 JONES FINANCIAL COMPANIES LLLP 63,611 3,458,000 0.07%
105 LifePlan Financial Group, Inc 62,339 3,389,000 0.07%
106 Friedenthal Financial 61,027 3,317,000 0.07%
107 ACKERMAN CAPITAL ADVISORS, LLC 56,333 3,062,000 0.06%
108 Ifrah Financial Services, Inc. 55,034 2,992,000 0.06%
109 ROCKLAND TRUST CO 54,173 2,945,000 0.06%
110 CRESTONE ASSET MANAGEMENT LLC 53,162 2,890,000 0.06%
111 Baltimore-Washington Financial Advisors, Inc. 52,122 2,833,000 0.06%
112 BLB&B Advisors, LLC 51,098 2,778,000 0.06%
113 COMERICA SECURITIES INC 49,394 2,685,000 0.05%
114 Garde Capital, Inc. 49,117 2,670,000 0.05%
115 MONEYWISE, INC. 48,905 2,658,000 0.05%
116 BB&T SECURITIES, LLC 45,453 2,470,000 0.05%
117 CETERA INVESTMENT ADVISERS 45,314 2,469,000 0.05%
118 Cetera Advisors LLC 45,314 2,469,000 0.05%
119 SARGENT BICKHAM LAGUDIS LLC 42,946 2,335,000 0.05%
120 Cambria Investment Management, L.P. 41,047 2,231,000 0.04%
121 IRON Financial LLC 39,801 2,164,000 0.04%
122 IFP ADVISORS, INC 39,432 2,144,000 0.04%
123 North Star Investment Management Corp. 36,550 1,987,000 0.04%
124 Financial Architects, Inc 35,817 1,947,000 0.04%
125 WEXFORD CAPITAL LP 34,989 1,902,000 0.04%
126 FARMERS & MERCHANTS INVESTMENTS INC 34,533 1,877,000 0.04%
127 TD Ameritrade Trust Co 33,736 1,841,000 0.04%
128 BANK OF MONTREAL /CAN/ 32,746 1,780,000 0.04%
129 HARBOUR INVESTMENT MANAGEMENT LLC 32,626 1,774,000 0.04%
130 Coastline Trust Co 32,599 1,772,000 0.04%
131 JANUS HENDERSON GROUP PLC 32,236 1,752,000 0.04%
132 NWAM LLC 32,023 1,741,000 0.03%
133 Institute for Wealth Management, LLC. 28,252 1,537,000 0.03%
134 AVIANCE CAPITAL MANAGEMENT, LLC 28,141 1,530,000 0.03%
135 FIDUCIARY TRUST CO 27,852 1,514,000 0.03%
136 VICUS CAPITAL 27,848 1,514,000 0.03%
137 CAHILL FINANCIAL ADVISORS INC 24,967 1,358,000 0.03%
138 CREATIVE FINANCIAL DESIGNS INC /ADV 23,570 1,281,000 0.03%
139 Compagnie Lombard Odier SCmA 22,800 1,239,000 0.02%
140 TWIN FOCUS CAPITAL PARTNERS, LLC 22,253 1,210,000 0.02%
141 INVST, LLC 22,239 1,204,000 0.02%
142 Paradigm Financial Advisors, LLC 21,617 1,175,000 0.02%
143 Cetera Advisor Networks LLC 21,588 1,175,000 0.02%
144 VENTURI WEALTH MANAGEMENT, LLC 19,125 1,040,000 0.02%
145 FINANCIAL CONSULATE, INC 19,055 1,036,000 0.02%
146 CORNERSTONE WEALTH MANAGEMENT, LLC 18,823 1,020,000 0.02%
147 Cerity Partners OCIO LLC 18,713 1,017,000 0.02%
148 Chesley Taft & Associates LLC 18,585 1,010,000 0.02%
149 PNC FINANCIAL SERVICES GROUP, INC. 18,517 1,007,000 0.02%
150 SVA Wealth Management, LLC 17,867 971,000 0.02%
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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.