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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
$3.2B +$206M +2,345,084 +7%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.69B +$148M +1,685,427 +6%
Morgan Stanley
3
Morgan Stanley
New York
$2.15B +$85.5M +971,175 +4%
LPL Financial
4
LPL Financial
California
$1.96B +$227M +2,581,070 +13%
Creative Planning
5
Creative Planning
Kansas
$1.62B +$478M +5,429,050 +42%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.59B +$217M +2,461,024 +16%
MFRM
7
Milliman Financial Risk Management
Illinois
$1.57B -$42.7M -485,508 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.41B +$57M +647,385 +4%
Wells Fargo
9
Wells Fargo
California
$1.33B +$46.4M +527,602 +4%
SEI Investments
10
SEI Investments
Pennsylvania
$1.18B +$81.4M +925,552 +7%
BlackRock
11
BlackRock
New York
$1.18B +$198M +2,253,774 +20%
QI
12
QS Investors
New York
$1.04B +$103M +1,176,063 +11%
Bank of America
13
Bank of America
North Carolina
$786M -$746M -8,481,254 -49%
Vanguard Group
14
Vanguard Group
Pennsylvania
$777M +$23.1M +262,163 +3%
MIS
15
Morningstar Investment Services
Illinois
$556M -$15M -170,063 -3%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$537M +$8.77M +99,654 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$475M +$44.9M +510,742 +10%
AF
18
Allworth Financial
California
$469M +$41M +466,188 +10%
JP Morgan Chase
19
JP Morgan Chase
New York
$458M +$335M +3,802,356 +274%
M&T Bank
20
M&T Bank
New York
$425M +$27.4M +311,754 +7%
RIG
21
RiverFront Investment Group
Virginia
$421M +$5.4M +61,400 +1%
UBS Group
22
UBS Group
Switzerland
$418M +$34.2M +388,518 +9%
Goldman Sachs
23
Goldman Sachs
New York
$417M +$60.2M +684,509 +17%
Ameriprise
24
Ameriprise
Minnesota
$416M -$3.41M -38,793 -0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
25
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$384M +$383M +4,350,000 New