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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 Gradient Investments LLC 441 24,000 0.00%
252 Parkside Financial Bank & Trust 424 23,000 0.00%
253 BDO WEALTH ADVISORS, LLC 412 22,000 0.00%
254 MCF Advisors LLC 372 20,000 0.00%
255 THOMPSON DAVIS & CO., INC. 341 19,000 0.00%
256 AGF INVESTMENTS INC. 288 16,000 0.00%
257 PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC 273 15,000 0.00%
258 Ameritas Investment Partners, Inc. 255 13,000 0.00%
259 FORTIS ADVISORS, LLC 200 11,000 0.00%
260 TCI Wealth Advisors, Inc. 185 10,000 0.00%
261 Evercore Wealth Management, LLC 151 8,000 0.00%
262 Portfolio Strategies Inc 133 7,000 0.00%
263 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 131 7,000 0.00%
264 ALPHA OMEGA WEALTH MANAGEMENT LLC 110 6,000 0.00%
265 LEGACY ADVISORS, LLC 100 5,000 0.00%
266 GLENMEDE TRUST CO NA 98 5,000 0.00%
267 Sandy Spring Bank 90 5,000 0.00%
268 Hudock, Inc. 89 4,000 0.00%
269 WFG Advisors, LP 54 3,000 0.00%
270 Endurance Wealth Management, Inc. 36 2,000 0.00%
271 MOSAIC FAMILY WEALTH, LLC 44 2,000 0.00%
272 NEWFOUND RESEARCH LLC 40 2,000 0.00%
273 IHT WEALTH MANAGEMENT, LLC 8,829 1,000 0.00%
274 D'Orazio & Associates, Inc. 13 1,000 0.00%
275 ASSET PLANNING SERVICES, LTD. 5 0 0.00%
276 Parallax Volatility Advisers, L.P. 1 0 0.00%
277 CUTLER GROUP LLC / CA 200 0 0.00% Put
278 REILLY FINANCIAL ADVISORS, LLC 9 0 0.00%
279 Tortoise Investment Management, LLC 5 0 0.00%
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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.