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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
151 ACG Wealth 17,598 956,000 0.02%
152 Hilltop Holdings Inc. 17,272 939,000 0.02%
153 PRUDENTIAL FINANCIAL INC 16,700 908,000 0.02%
154 GENEOS WEALTH MANAGEMENT INC. 16,689 907,000 0.02%
155 Retirement Planning Group, LLC 16,585 902,000 0.02%
156 Advisory Services Network, LLC 16,367 890,000 0.02%
157 Creative Planning 15,454 840,000 0.02%
158 First Heartland Consultants, Inc. 15,177 825,000 0.02%
159 TRUIST FINANCIAL CORP 14,712 800,000 0.02%
160 MASCOMA WEALTH MANAGEMENT LLC 14,698 799,000 0.02%
161 FIFTH THIRD SECURITIES INC //OH /BD 14,708 799,000 0.02%
162 CONTINUUM ADVISORY, LLC 13,803 750,000 0.02%
163 SYNOVUS FINANCIAL CORP 13,242 718,000 0.01%
164 STOKES & HUBBELL CAPITAL MANAGEMENT, LLC 12,988 706,000 0.01%
165 COURIER CAPITAL LLC 12,779 695,000 0.01%
166 COLONY GROUP LLC 12,714 691,000 0.01%
167 CHOREO, LLC 12,675 689,000 0.01%
168 WAYNE HUMMER INVESTMENTS L.L.C. 12,480 678,000 0.01%
169 BANK OF HAWAII 12,392 674,000 0.01%
170 SOWELL FINANCIAL SERVICES LLC 11,687 638,000 0.01%
171 TORONTO DOMINION BANK 11,639 633,000 0.01%
172 RWA WEALTH PARTNERS, LLC 11,080 602,000 0.01%
173 AMERICAN ECONOMIC PLANNING GROUP INC /ADV 10,936 594,000 0.01%
174 GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 10,535 573,000 0.01%
175 BSW Wealth Partners 10,007 544,000 0.01%
176 BUCKINGHAM STRATEGIC WEALTH, LLC 9,954 541,000 0.01%
177 JFS WEALTH ADVISORS, LLC 9,889 538,000 0.01%
178 ZACKS INVESTMENT MANAGEMENT 9,773 531,000 0.01%
179 FIRST HAWAIIAN BANK 9,680 526,000 0.01%
180 Moors & Cabot, Inc. 9,412 513,000 0.01%
181 SCOTIA CAPITAL INC. 9,322 507,000 0.01%
182 FIRST NATIONAL TRUST CO 9,185 499,000 0.01%
183 SEI INVESTMENTS CO 8,616 468,000 0.01%
184 Rathbones Group PLC 8,465 460,000 0.01%
185 BLUE CREEK INVESTMENT PARTNERS, LLC 8,202 446,000 0.01%
186 Capital Advisors, Ltd. LLC 8,046 437,000 0.01%
187 Stellar Capital Management, LLC 7,952 432,000 0.01%
188 REGIONS FINANCIAL CORP 7,889 429,000 0.01%
189 SouthState Bank Corp 7,877 428,000 0.01%
190 INVESTMENT PARTNERS, LTD. 7,800 424,000 0.01%
191 ARCUS CAPITAL PARTNERS, LLC 7,783 423,000 0.01%
192 BOK Financial Private Wealth, Inc. 7,772 422,000 0.01%
193 TRUST CO 7,319 398,000 0.01%
194 OLD MISSION CAPITAL LLC 7,047 383,000 0.01%
195 Tradewinds Capital Management, LLC 7,027 382,000 0.01%
196 NewFocus Financial Group, LLC 6,790 369,000 0.01%
197 Regal Investment Advisors LLC 6,764 368,000 0.01%
198 AE WEALTH MANAGEMENT LLC 6,725 366,000 0.01%
199 Sumitomo Mitsui DS Asset Management Company, Ltd 6,679 363,000 0.01%
200 Sigma Investment Management Co 6,419 349,000 0.01%
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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.