VANGUARD CHARLOTTE FDS
(92203J407)
Funds Reporting Holdings of VANGUARD CHARLOTTE FDS according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| QS Investors LLC | 2,934,264 | $168,134k | Jun 30, 2019 | Aug 14, 2019 | |
| Sensible Financial Planning and Management LLC | 902,823 | $51,732k | Jun 30, 2019 | Aug 7, 2019 | |
| Adviceperiod LLC | 867,564 | $49,757k | Jun 30, 2019 | Jul 22, 2019 | |
| Polaris Greystone Financial Group LLC | 726,663 | $41,638k | Jun 30, 2019 | Jul 25, 2019 | |
| Brickley Wealth Management | 658,489 | $37,731k | Jun 30, 2019 | Aug 9, 2019 | |
| Huber Financial Advisors LLC | 602,411 | $34,518k | Jun 30, 2019 | Aug 5, 2019 | |
| Phillips Financial Management LLC | 429,032 | $24,584k | Jun 30, 2019 | Aug 6, 2019 | |
| Futureadvisor Inc | 462,616 | $24,486k | Sep 30, 2015 | Nov 17, 2015 | |
| Retirement Capital Strategies Inc | 417,805 | $23,941k | Jun 30, 2019 | Aug 2, 2019 | |
| HT Partners LLC | 369,536 | $21,174k | Jun 30, 2019 | Jul 9, 2019 | |
| Resource Planning Group Ltd | 356,826 | $20,446k | Jun 30, 2019 | Jul 18, 2019 | |
| Estate Counselors LLC | 320,235 | $18,349k | Jun 30, 2019 | Aug 7, 2019 | |
| Confluence Wealth Management LLC | 230,217 | $13,191k | Jun 30, 2019 | Aug 9, 2019 | |
| LVW Advisors LLC | 219,265 | $12,564k | Jun 30, 2019 | Aug 14, 2019 | |
| Cambridge Advisors Inc | 206,098 | $11,809k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 206,098 | $11,809k | Jun 30, 2019 | Jul 26, 2019 | |
| Fundx Investment Group LLC | 198,588 | $11,379k | Jun 30, 2019 | Aug 5, 2019 | |
| Bluesky Wealth Advisors LLC | 175,474 | $10,055k | Jun 30, 2019 | Aug 5, 2019 | |
| BFSG LLC | 153,196 | $8,778k | Jun 30, 2019 | Jul 30, 2019 | |
| Transamerica Financial Advisors Inc | 143,588 | $8,228k | Jun 30, 2019 | Aug 21, 2019 | |
| Parker Investment Management LLC | 123,947 | $7,102k | Jun 30, 2019 | Aug 15, 2019 | |
| Towerpoint Wealth LLC | 121,522 | $7,043k | Jun 30, 2019 | Aug 7, 2019 | |
| Forefront Analytics LLC | 116,755 | $6,686k | Jun 30, 2019 | Aug 14, 2019 | |
| Leicht Financial Planning and Wealth Management Inc | 102,845 | $5,893k | Jun 30, 2019 | Aug 2, 2019 | |
| Interactive Financial Advisors Inc | 93,630 | $5,365k | Jun 30, 2019 | Jul 17, 2019 | |
| Santori & Peters Inc | 78,386 | $4,491k | Jun 30, 2019 | Jul 30, 2019 | |
| JMG Financial Group Ltd | 73,369 | $4,204k | Jun 30, 2019 | Aug 2, 2019 | |
| NYL Investors LLC | 68,100 | $3,902k | Jun 30, 2019 | Aug 7, 2019 | |
| American Financial Network Advisory Services LLC | 65,228 | $3,734k | Jun 30, 2019 | Aug 9, 2019 | |
| Windham Capital Management LLC | 62,591 | $3,586k | Jun 30, 2019 | Aug 14, 2019 | |
| Fagan Associates Inc | 62,352 | $3,573k | Jun 30, 2019 | Jul 12, 2019 | |
| Moneywise Inc | 62,055 | $3,556k | Jun 30, 2019 | Jul 17, 2019 | |
| Paulson Wealth Management Inc | 55,013 | $3,177k | Jun 30, 2019 | Jul 30, 2019 | |
| American Investment Services Inc | 43,546 | $2,495k | Jun 30, 2019 | Aug 6, 2019 | |
| Alphastar Capital Management LLC | 34,142 | $1,956k | Jun 30, 2019 | Aug 14, 2019 | |
| Unison Advisors LLC | 33,746 | $1,934k | Jun 30, 2019 | Jul 11, 2019 | |
| Cahill Financial Advisors Inc | 30,964 | $1,775k | Jun 30, 2019 | Aug 14, 2019 | |
| Manifold Partners LLC | 29,600 | $1,696k | Jun 30, 2019 | Aug 13, 2019 | |
| Twin Focus Capital Partners LLC | 25,984 | $1,489k | Jun 30, 2019 | Aug 14, 2019 | |
| Affiance Financial LLC | 20,118 | $1,153k | Jun 30, 2019 | Jul 11, 2019 | |
| The Financial Consulate Inc | 18,557 | $1,063k | Jun 30, 2019 | Jul 24, 2019 | |
| Oarsman Capital Inc | 17,674 | $1,013k | Jun 30, 2019 | Aug 13, 2019 | |
| White Lighthouse Investment Management Inc | 16,327 | $936k | Jun 30, 2019 | Jul 31, 2019 | |
| Gyroscope Capital Management Group LLC | 13,434 | $773k | Jun 30, 2019 | Jul 11, 2019 | |
| Kovack Advisors Inc | 12,129 | $695k | Jun 30, 2019 | Aug 14, 2019 | |
| Kovack International Advisors Inc | 12,129 | $695k | Jun 30, 2019 | Aug 14, 2019 | |
| Granite Group Advisors LLC | 11,845 | $679k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 11,845 | $679k | Jun 30, 2019 | Jul 23, 2019 | |
| The Fiduciary Group LLC | 10,861 | $622k | Jun 30, 2019 | Aug 14, 2019 | |
| Stokes & Hubbell Capital Management LLC | 10,534 | $587k | Mar 31, 2019 | Apr 24, 2019 | |
| Crabel Capital Management LLC | 9,774 | $560k | Jun 30, 2019 | Aug 13, 2019 | |
| Parkside Advisors LLC | 9,262 | $531k | Jun 30, 2019 | Jul 10, 2019 | |
| Neumann Capital Management LLC | 8,851 | $507k | Jun 30, 2019 | Jul 25, 2019 | |
| Foothills Asset Management Ltd | 7,770 | $445k | Jun 30, 2019 | Jul 17, 2019 | |
| Paragon Wealth Strategies LLC | 5,736 | $329k | Jun 30, 2019 | Jul 17, 2019 | |
| Foundations Investment Advisors LLC | 5,629 | $324k | Jun 30, 2019 | Jul 8, 2019 | |
| Newfocus Financial Group LLC | 5,188 | $297k | Jun 30, 2019 | Jul 23, 2019 | |
| Cooper/Haims Advisors LLC | 5,063 | $290k | Jun 30, 2019 | Jul 26, 2019 | |
| The Retirement Planning Group Inc | 4,549 | $261k | Jun 30, 2019 | Jul 25, 2019 | |
| STA Wealth Management LLC | 4,091 | $234k | Jun 30, 2019 | Aug 14, 2019 | |
| Bridgeworth LLC | 3,958 | $227k | Jun 30, 2019 | Jul 25, 2019 | |
| Twele Capital Management Inc | 3,650 | $209k | Jun 30, 2019 | Jul 18, 2019 | |
| Advisory Alpha LLC | 3,641 | $209k | Jun 30, 2019 | Aug 16, 2019 | |
| Acropolis Investment Management LLC | 3,461 | $198k | Jun 30, 2019 | Jul 11, 2019 | |
| Wilshire Associates Incorporated | 3,190 | $183k | Jun 30, 2019 | Aug 14, 2019 | |
| Newfound Research LLC | 46 | $3k | Jun 30, 2019 | Aug 13, 2019 |