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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$4.23B +$59M +722,671 +1%
MFRM
2
Milliman Financial Risk Management
Illinois
$2.46B -$22.9M -280,068 -0.9%
Wells Fargo
3
Wells Fargo
California
$1.39B +$27.7M +339,650 +2%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.21B +$14.6M +178,327 +1%
QI
5
QS Investors
New York
$989M -$11M -134,189 -1%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$910M +$164M +2,013,317 +22%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$758M +$308M +3,768,995 +69%
LPL Financial
8
LPL Financial
California
$751M +$746M +9,137,679 +25,884%
Morgan Stanley
9
Morgan Stanley
New York
$673M -$25.8M -316,041 -4%
SEI Investments
10
SEI Investments
Pennsylvania
$506M +$65.1M +796,615 +15%
BlackRock
11
BlackRock
New York
$445M +$6.63M +81,157 +2%
Bank of America
12
Bank of America
North Carolina
$442M +$26.9M +329,537 +6%
UBS Group
13
UBS Group
Switzerland
$360M -$314M -3,847,829 -47%
State Street
14
State Street
Massachusetts
$354M -$1.5M -18,426 -0.4%
Ameriprise
15
Ameriprise
Minnesota
$351M +$20.1M +245,784 +6%
WIM
16
Windhaven Investment Management
Massachusetts
$320M -$248M -3,038,272 -44%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$283M +$3.72M +45,553 +1%
Betterment LLC
18
Betterment LLC
New York
$238M +$30.4M +371,748 +15%
MIS
19
Morningstar Investment Services
Illinois
$234M +$27.4M +335,339 +13%
LNC
20
Lincoln National Corp
Pennsylvania
$191M +$7.43M +91,000 +4%
Goldman Sachs
21
Goldman Sachs
New York
$166M +$24.7M +302,642 +18%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$164M -$12.6K -154 -0%
TAIM
23
TD Ameritrade Investment Management
Nebraska
$136M +$23.3M +285,465 +21%
DDSF
24
Diana Davis Spencer Foundation
Maryland
$133M
Bank of New York Mellon
25
Bank of New York Mellon
New York
$122M -$3.28M -40,194 -3%