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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
$3.22B -$330M -4,051,198 -9%
MFRM
2
Milliman Financial Risk Management
Illinois
$1.92B -$79.1M -970,911 -4%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.91B +$131M +1,608,298 +8%
Wells Fargo
4
Wells Fargo
California
$1.26B -$28.2M -345,889 -2%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.23B -$33.2M -407,604 -3%
BlackRock
6
BlackRock
New York
$1.23B +$854M +10,485,046 +244%
LPL Financial
7
LPL Financial
California
$1.21B -$136M -1,667,228 -10%
QI
8
QS Investors
New York
$1.17B -$52.4M -643,260 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.09B +$75.2M +922,533 +8%
SEI Investments
10
SEI Investments
Pennsylvania
$962M +$43.4M +532,706 +5%
Morgan Stanley
11
Morgan Stanley
New York
$674M +$53.2M +652,795 +9%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$477M +$50.8M +623,401 +12%
Bank of America
13
Bank of America
North Carolina
$470M +$7.46M +91,517 +2%
MIS
14
Morningstar Investment Services
Illinois
$454M +$4.12M +50,584 +0.9%
State Street
15
State Street
Massachusetts
$429M +$17M +208,794 +4%
Vanguard Group
16
Vanguard Group
Pennsylvania
$402M +$101M +1,243,383 +35%
Citigroup
17
Citigroup
New York
$356M +$120M +1,472,922 +52%
RIG
18
RiverFront Investment Group
Virginia
$301M -$6.32M -77,554 -2%
UBS Group
19
UBS Group
Switzerland
$290M +$6.91M +84,816 +2%
LNC
20
Lincoln National Corp
Pennsylvania
$269M +$10.2M +125,153 +4%
M&T Bank
21
M&T Bank
New York
$267M -$2.26M -27,752 -0.9%
Ameriprise
22
Ameriprise
Minnesota
$245M +$6.23M +76,431 +3%
CSIA
23
Charles Schwab Investment Advisory
California
$239M -$8.16M -100,200 -3%
Creative Planning
24
Creative Planning
Kansas
$215M -$4.9M -60,141 -2%
Betterment LLC
25
Betterment LLC
New York
$196M -$6.56M -80,494 -3%