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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
$3.23B -$19.4M -231,310 -0.6%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.09B +$148M +1,764,672 +8%
MFRM
3
Milliman Financial Risk Management
Illinois
$1.97B +$60.4M +718,293 +3%
Wells Fargo
4
Wells Fargo
California
$1.84B +$328M +3,896,292 +22%
LPL Financial
5
LPL Financial
California
$1.5B +$76.5M +909,346 +5%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.34B +$60M +714,064 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.25B +$85.1M +1,011,767 +7%
BlackRock
8
BlackRock
New York
$1.24B +$67.2M +799,485 +6%
SEI Investments
9
SEI Investments
Pennsylvania
$1.07B +$65.7M +781,695 +7%
QI
10
QS Investors
New York
$860M -$289M -3,439,810 -25%
Morgan Stanley
11
Morgan Stanley
New York
$701M -$2.61M -31,060 -0.4%
Bank of America
12
Bank of America
North Carolina
$547M +$18.1M +214,710 +3%
Vanguard Group
13
Vanguard Group
Pennsylvania
$542M +$74M +879,907 +16%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$496M +$12.2M +145,113 +3%
MIS
15
Morningstar Investment Services
Illinois
$461M +$6.59M +78,329 +1%
RIG
16
RiverFront Investment Group
Virginia
$405M -$5.78M -68,797 -1%
State Street
17
State Street
Massachusetts
$398M -$52.5M -624,701 -12%
UBS Group
18
UBS Group
Switzerland
$316M +$7.29M +86,740 +2%
LNC
19
Lincoln National Corp
Pennsylvania
$292M +$16.8M +200,032 +6%
Goldman Sachs
20
Goldman Sachs
New York
$290M +$86.9M +1,033,836 +43%
Citigroup
21
Citigroup
New York
$275M -$71M -844,458 -20%
Ameriprise
22
Ameriprise
Minnesota
$272M +$6.48M +77,123 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$219M +$11.7M +139,565 +6%
Creative Planning
24
Creative Planning
Kansas
$211M +$2.64M +31,391 +1%
Betterment LLC
25
Betterment LLC
New York
$187M -$10.2M -121,632 -5%