Filing Research | VANGUARD CHARLOTTE FDS Institutional Holdings

Snapshot holdings

50 / 388 loaded

#		Instrument	quantity
1	Envestnet Portfolio Solutions, Inc.	Shares	4.2MSH	$201.3M
2	Mirae Asset Global Investments Co., Ltd.	Shares	1.9MSH	$90.0M
3	Symmetry Partners, LLC	Shares	1.6MSH	$77.2M
4	Burton Enright Welch	Shares	1.2MSH	$56.9M
5	ECLECTIC ASSOCIATES INC /ADV	Shares	1.1MSH	$52.3M
6	COUNTRY TRUST BANK	Shares	1.1MSH	$51.8M
7	Retirement Investment Advisors, Inc.	Shares	1.1MSH	$51.0M
8	P/E Global LLC	Shares	1.0MSH	$50.3M
9	Clark Asset Management, LLC	Shares	981.2KSH	$47.5M
10	Apella Capital, LLC	Shares	945.4KSH	$45.4M
11	Morningstar Investment Management LLC	Shares	793.4KSH	$38.1M
12	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	749.9KSH	$36.3M
13	Wedmont Private Capital	Shares	743.5KSH	$35.7M
14	Farther Finance Advisors, LLC	Shares	679.3KSH	$32.9M
15	Discipline Wealth Solutions, LLC	Shares	658.1KSH	$31.9M
16	Human Investing LLC	Shares	656.7KSH	$31.8M
17	Marotta Asset Management	Shares	637.1KSH	$30.8M
18	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	595.1KSH	$28.8M
19	Merit Financial Group, LLC	Shares	590.6KSH	$28.6M
20	BURRUS FINANCIAL SERVICES, INC.	Shares	559.9KSH	$27.1M
21	Avior Wealth Management, LLC	Shares	534.2KSH	$25.9M
22	Hassell Wealth Management, LLC	Shares	531.5KSH	$25.4M
23	Wiser Wealth Management, Inc	Shares	496.5KSH	$24.0M
24	Flagstone Financial Management	Shares	496.4KSH	$24.0M
25	Rinkey Investments	Shares	477.5KSH	$23.1M
26	EverSource Wealth Advisors, LLC	Shares	411.8KSH	$19.9M
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	381.9KSH	$18.4M
28	Ballentine Capital Advisors, Inc	Shares	370.7KSH	$18.0M
29	ShankerValleau Wealth Advisors, Inc.	Shares	356.5KSH	$17.3M
30	Brookstone Capital Management	Shares	342.6KSH	$16.6M
31	Financial Architects, LLC	Shares	342.5KSH	$16.6M
32	Factor Wealth Management LTD	Shares	321.4KSH	$15.6M
33	Cambridge Advisors Inc.	Shares	318.2KSH	$15.4M
34	ATMOS ADVISORY, LLC	Shares	318.0KSH	$15.4M
35	SigFig Wealth Management, LLC	Shares	310.7KSH	$15.1M
36	Grove Street Fiduciary, LLC	Shares	310.5KSH	$15.0M
37	XY Planning Network, Inc.	Shares	310.2KSH	$15.0M
38	STONE LOFT WEALTH MANAGEMENT LLC	Shares	309.4KSH	$14.9M
39	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	297.3KSH	$14.4M
40	Vawter Financial, Ltd.	Shares	289.8KSH	$14.0M
41	Net Worth Advisory Group	Shares	279.4KSH	$13.5M
42	DiPaolo Financial Group, Inc.	Shares	278.3KSH	$13.5M
43	Sovereign Financial Group, Inc.	Shares	272.5KSH	$13.2M
44	Weitzel Financial Services, Inc.	Shares	267.9KSH	$12.9M
45	WEALTHCARE CAPITAL MANAGEMENT LLC	Shares	266.2KSH	$12.9M
46	Morton Brown Family Wealth, LLC	Shares	256.6KSH	$12.4M
47	Level Financial Advisors	Shares	256.0KSH	$12.4M
48	SAX WEALTH ADVISORS, LLC	Shares	256.5KSH	$12.3M
49	NWAM LLC	Shares	247.8KSH	$12.0M
50	BFSG, LLC	Shares	247.3KSH	$12.0M

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Manager changes2026-06-30 vs 2026-03-31

50 / 419 loaded

#		Instrument
1	SAX WEALTH ADVISORS, LLC added	Shares	+244.2K	+$11.7M	$12.3M
2	Burton Enright Welch added	Shares	+153.3K	+$7.8M	$56.9M
3	Merit Financial Group, LLC added	Shares	+144.1K	+$7.2M	$28.6M
4	Envestnet Portfolio Solutions, Inc. added	Shares	+115.0K	+$7.1M	$201.3M
5	Mirae Asset Global Investments Co., Ltd. added	Shares	+124.7K	+$6.7M	$90.0M
6	Farther Finance Advisors, LLC added	Shares	+116.0K	+$5.9M	$32.9M
7	Symmetry Partners, LLC added	Shares	+107.7K	+$5.8M	$77.2M
8	Factor Wealth Management LTD added	Shares	+109.4K	+$5.4M	$15.6M
9	Clark Asset Management, LLC added	Shares	+103.1K	+$5.3M	$47.5M
10	Pacific Excel Wealth Advisors, Inc. added	Shares	+104.8K	+$5.1M	$5.4M
11	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+99.3K	+$4.8M	$4.8M
12	Ocean Park Asset Management, LLC new	Shares	+99.3K	+$4.8M	$4.8M
13	Hobart Private Capital, LLC new	Shares	+80.6K	+$3.9M	$3.9M
14	XY Planning Network, Inc. added	Shares	+76.2K	+$3.8M	$15.0M
15	P/E Global LLC added	Shares	+66.8K	+$3.6M	$50.3M
16	WEALTHCARE CAPITAL MANAGEMENT LLC added	Shares	+66.3K	+$3.3M	$12.9M
17	Brookstone Capital Management added	Shares	+62.9K	+$3.2M	$16.6M
18	Discipline Wealth Solutions, LLC added	Shares	+58.3K	+$3.1M	$31.9M
19	Pettinga Financial Advisors LLC added	Shares	+59.7K	+$2.9M	$5.7M
20	Retirement Investment Advisors, Inc. added	Shares	+68.1K	+$2.8M	$51.0M
21	Wedmont Private Capital added	Shares	+61.1K	+$2.8M	$35.7M
22	Plancorp, LLC added	Shares	+57.2K	+$2.7M	$3.5M
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+54.6K	+$2.7M	$18.4M
24	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+49.0K	+$2.6M	$28.8M
25	STONE LOFT WEALTH MANAGEMENT LLC added	Shares	+52.1K	+$2.5M	$14.9M
26	Level Financial Advisors added	Shares	+41.5K	+$2.1M	$12.4M
27	BDFS Capital LLC added	Shares	+39.9K	+$2.0M	$9.3M
28	WETZEL INVESTMENT ADVISORS, INC. added	Shares	+40.1K	+$1.9M	$2.8M
29	PROFFITT & GOODSON INC new	Shares	+40.0K	+$1.9M	$1.9M
30	Global Trust Wealth Management LLC added	Shares	+39.3K	+$1.9M	$4.5M
31	Ballentine Capital Advisors, Inc added	Shares	+36.4K	+$1.9M	$18.0M
32	J.W. COLE ADVISORS, INC. added	Shares	+33.3K	+$1.7M	$11.1M
33	Human Investing LLC added	Shares	+29.4K	+$1.7M	$31.8M
34	HM PAYSON & CO added	Shares	+32.1K	+$1.6M	$4.8M
35	ECLECTIC ASSOCIATES INC /ADV added	Shares	+23.8K	+$1.6M	$52.3M
36	Trinity Wealth Management, LLC added	Shares	+31.0K	+$1.5M	$2.8M
37	Cambridge Advisors Inc. added	Shares	+26.3K	+$1.4M	$15.4M
38	Archer Investment Management, LLC added	Shares	+26.9K	+$1.3M	$4.0M
39	Marotta Asset Management added	Shares	+23.9K	+$1.3M	$30.8M
40	Fairway Wealth LLC added	Shares	+25.5K	+$1.3M	$9.9M
41	Flagstone Financial Management added	Shares	+20.4K	+$1.2M	$24.0M
42	Morton Brown Family Wealth, LLC added	Shares	+20.1K	+$1.1M	$12.4M
43	ShankerValleau Wealth Advisors, Inc. added	Shares	+18.8K	+$1.0M	$17.3M
44	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new	Shares	+19.8K	+$957.8K	$957.8K
45	BEACON FINANCIAL GROUP added	Shares	+18.1K	+$922.5K	$6.6M
46	SAPIENT CAPITAL LLC new	Shares	+18.7K	+$907.3K	$907.3K
47	BENJAMIN EDWARDS INC added	Shares	+17.7K	+$872.9K	$2.9M
48	Sovereign Financial Group, Inc. added	Shares	+15.6K	+$855.0K	$13.2M
49	Grey Fox Wealth Advisors, LLC added	Shares	+16.8K	+$850.2K	$5.3M
50	UNIQUE WEALTH, LLC new	Shares	+17.6K	+$849.9K	$849.9K

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