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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
$4.4B +$87.7M +1,095,800 +2%
MFRM
2
Milliman Financial Risk Management
Illinois
$2.36B +$17.9M +224,188 +0.8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.84B +$268M +3,346,030 +17%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.39B +$166M +2,072,414 +14%
Wells Fargo
5
Wells Fargo
California
$1.3B -$205M -2,563,901 -14%
QI
6
QS Investors
New York
$1.3B +$347M +4,328,897 +36%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.25B -$13.7M -171,588 -1%
LPL Financial
8
LPL Financial
California
$930M +$38.7M +483,597 +4%
SEI Investments
9
SEI Investments
Pennsylvania
$903M +$202M +2,520,782 +29%
Morgan Stanley
10
Morgan Stanley
New York
$673M +$33M +412,618 +5%
BlackRock
11
BlackRock
New York
$416M +$16.8M +209,799 +4%
Bank of America
12
Bank of America
North Carolina
$412M -$14.5M -180,758 -3%
State Street
13
State Street
Massachusetts
$386M +$38.8M +484,875 +11%
MIS
14
Morningstar Investment Services
Illinois
$374M +$69.6M +868,966 +23%
UBS Group
15
UBS Group
Switzerland
$340M +$605K +7,554 +0.2%
WIM
16
Windhaven Investment Management
Massachusetts
$332M +$4.36M +54,513 +1%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$305M +$9.81M +122,586 +3%
Betterment LLC
18
Betterment LLC
New York
$225M -$15.4M -192,315 -6%
LNC
19
Lincoln National Corp
Pennsylvania
$225M +$15M +187,444 +7%
Citigroup
20
Citigroup
New York
$219M +$27.3M +340,462 +14%
USAA
21
United Services Automobile Association
Texas
$183M +$13.1M +163,410 +8%
Ameriprise
22
Ameriprise
Minnesota
$181M -$14.8M -184,763 -8%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$177M +$4.98M +62,221 +3%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$163M +$11.8M +147,746 +8%
M&T Bank
25
M&T Bank
New York
$157M +$27.2M +340,091 +21%