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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
$4.3B +$63.4M +772,809 +1%
MFRM
2
Milliman Financial Risk Management
Illinois
$2.44B -$28M -340,922 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.44B +$681M +8,303,236 +90%
Wells Fargo
4
Wells Fargo
California
$1.42B +$24.9M +303,802 +2%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.22B +$11.8M +143,234 +1%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$1.07B +$162M +1,978,952 +18%
QI
7
QS Investors
New York
$979M -$11.5M -139,701 -1%
LPL Financial
8
LPL Financial
California
$824M +$72.3M +881,035 +10%
SEI Investments
9
SEI Investments
Pennsylvania
$741M +$234M +2,846,914 +46%
Morgan Stanley
10
Morgan Stanley
New York
$675M +$402K +4,898 +0.1%
Bank of America
11
Bank of America
North Carolina
$507M +$64.1M +780,953 +14%
BlackRock
12
BlackRock
New York
$434M -$11.3M -137,959 -3%
UBS Group
13
UBS Group
Switzerland
$353M -$8.15M -99,320 -2%
State Street
14
State Street
Massachusetts
$352M -$2.33M -28,437 -0.7%
WIM
15
Windhaven Investment Management
Massachusetts
$341M +$20.5M +250,442 +6%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$289M +$4.78M +58,303 +2%
MIS
17
Morningstar Investment Services
Illinois
$269M +$34.4M +419,443 +15%
Ameriprise
18
Ameriprise
Minnesota
$268M -$84.3M -1,027,707 -24%
Betterment LLC
19
Betterment LLC
New York
$268M +$29.6M +360,752 +12%
LNC
20
Lincoln National Corp
Pennsylvania
$200M +$8.76M +106,766 +5%
Goldman Sachs
21
Goldman Sachs
New York
$191M +$24.7M +300,507 +15%
Citigroup
22
Citigroup
New York
$183M +$82.5M +1,006,141 +82%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$170M +$6.08M +74,114 +4%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$148M +$11.3M +137,414 +8%
DDSF
25
Diana Davis Spencer Foundation
Maryland
$132M