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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
$3.98B -$380M -4,808,804 -9%
MFRM
2
Milliman Financial Risk Management
Illinois
$2.29B -$45.3M -573,414 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.95B +$100M +1,270,319 +5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.54B +$165M +2,090,546 +12%
QI
5
QS Investors
New York
$1.27B -$20.7M -261,302 -2%
Wells Fargo
6
Wells Fargo
California
$1.25B -$34.7M -439,269 -3%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.23B -$13M -164,791 -1%
LPL Financial
8
LPL Financial
California
$980M +$58.1M +734,597 +6%
SEI Investments
9
SEI Investments
Pennsylvania
$893M -$1.25M -15,788 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$645M -$21.8M -275,370 -3%
BlackRock
11
BlackRock
New York
$415M +$2.22M +28,094 +0.5%
MIS
12
Morningstar Investment Services
Illinois
$402M +$31.6M +399,997 +9%
Bank of America
13
Bank of America
North Carolina
$388M -$19.6M -248,178 -5%
State Street
14
State Street
Massachusetts
$377M -$4.8M -60,709 -1%
UBS Group
15
UBS Group
Switzerland
$327M -$9.88M -125,014 -3%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$306M +$4.32M +54,616 +1%
CSIA
17
Charles Schwab Investment Advisory
California
$299M +$298M +3,769,984 New
LNC
18
Lincoln National Corp
Pennsylvania
$231M +$8.16M +103,244 +4%
CWM
19
Cornerstone Wealth Management
Missouri
$224M +$1.38B +17,430,666 +7,487%
Citigroup
20
Citigroup
New York
$221M +$4.74M +59,998 +2%
Betterment LLC
21
Betterment LLC
New York
$220M -$5.4M -68,258 -2%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$185M +$9.24M +116,828 +5%
USAA
23
United Services Automobile Association
Texas
$182M +$1.1M +13,954 +0.6%
M&T Bank
24
M&T Bank
New York
$179M +$23.9M +302,090 +15%
Vanguard Group
25
Vanguard Group
Pennsylvania
$178M +$73.8M +933,073 +71%