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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$11.5B +$923M +12,580,143 +9%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$10.4B +$474M +6,457,740 +5%
Creative Planning
3
Creative Planning
Kansas
$9.59B +$682M +9,288,309 +8%
Morgan Stanley
4
Morgan Stanley
New York
$9.24B +$63.4M +863,495 +0.7%
Vanguard Advisers Inc
5
Vanguard Advisers Inc
Pennsylvania
$4.6B +$483M +6,578,881 +12%
SC
6
Savant Capital
Illinois
$2.63B +$1.38B +18,843,587 +112%
Wells Fargo
7
Wells Fargo
California
$2.13B +$221M +3,008,695 +12%
Bank of America
8
Bank of America
North Carolina
$1.96B +$79.2M +1,079,109 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.85B +$94.2M +1,284,033 +5%
SEI Investments
10
SEI Investments
Pennsylvania
$1.47B +$106M +1,450,685 +8%
LPL Financial
11
LPL Financial
California
$1.45B +$49.5M +675,143 +4%
AF
12
Allworth Financial
California
$1.39B -$391M -5,325,394 -22%
Vanguard Global Advisers
13
Vanguard Global Advisers
Pennsylvania
$1.32B +$67.3M +916,931 +5%
Goldman Sachs
14
Goldman Sachs
New York
$1.06B +$53.7M +732,240 +5%
Vanguard Capital Management
15
Vanguard Capital Management
Pennsylvania
$985M +$174M +2,365,802 +21%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$966M +$75.6M +1,030,722 +9%
APSPRSPT
17
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$732M +$7.33M +99,876 +1%
Ameriprise
18
Ameriprise
Minnesota
$702M +$10.4M +142,085 +2%
PFA
19
Pure Financial Advisors
California
$677M +$43.5M +593,446 +7%
Mastercard Foundation Asset Management (MFAM)
20
Mastercard Foundation Asset Management (MFAM)
Ontario, Canada
$651M
CIAS
21
CBIZ Investment Advisory Services
Ohio
$632M
BlackRock
22
BlackRock
New York
$611M -$15.6M -212,127 -2%
FWI
23
Facet Wealth Inc
Maryland
$600M +$78.1M +1,064,244 +15%
AssetMark Inc
24
AssetMark Inc
California
$532M +$169M +2,299,518 +46%
Raymond James Financial
25
Raymond James Financial
Florida
$526M -$43.4M -591,437 -8%