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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 Investment Advisors LLC 11,845 $679k Jun 30, 2019 Jul 23, 2019
Granite Group 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
Advisory Alpha LLC 3,641 $209k Jun 30, 2019 Aug 16, 2019
Twele Capital Management Inc 3,650 $209k Jun 30, 2019 Jul 18, 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

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