DOSSIER · 13F Holders · Q1 2026
VTABX

VANGUARD CHARLOTTE FD

3 institutions still hold VANGUARD CHARLOTTE FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 92203J308·3 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$10M
visible holders
Holders
3
filers reporting
Concentration
97.54%
McIlrath & Eck, LLC #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported VTABX in Q1 2026. McIlrath & Eck, LLC leads at 97.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
McIlrath & Eck, LLC
CIK 0001701714
$10M524K0.75%Q1 2026
02
Coston, McIsaac & Partners
CIK 0001945037
$248K13K0.06%Q4 2025
03
Estabrook Capital Management
CIK 0001344717
$5K2650.00%Q2 2026