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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.65B +$1.49B +17,456,799 +70%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.63B +$730M +8,557,277 +25%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$3.45B +$135M +1,586,400 +4%
Creative Planning
4
Creative Planning
Kansas
$2.97B +$868M +10,181,640 +42%
LPL Financial
5
LPL Financial
California
$2.51B +$513M +6,019,104 +26%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.75B +$162M +1,898,700 +10%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.61B +$726M +8,517,357 +83%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54B -$4.8M -56,324 -0.3%
MFRM
9
Milliman Financial Risk Management
Illinois
$1.43B -$83.3M -977,178 -6%
SEI Investments
10
SEI Investments
Pennsylvania
$1.33B +$180M +2,109,285 +16%
Bank of America
11
Bank of America
North Carolina
$1.3B -$20M -234,301 -2%
Wells Fargo
12
Wells Fargo
California
$1.3B -$92.8M -1,088,537 -7%
BlackRock
13
BlackRock
New York
$1.25B +$33.7M +395,675 +3%
Vanguard Group
14
Vanguard Group
Pennsylvania
$900M +$50.2M +589,008 +6%
QI
15
QS Investors
New York
$817M -$150M -1,763,363 -16%
MIS
16
Morningstar Investment Services
Illinois
$676M +$128M +1,498,416 +23%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$615M +$136M +1,589,969 +29%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$523M -$2.7M -31,684 -0.5%
AF
19
Allworth Financial
California
$516M +$27.8M +326,225 +6%
Goldman Sachs
20
Goldman Sachs
New York
$421M +$10.4M +121,480 +3%
RIG
21
RiverFront Investment Group
Virginia
$408M +$354K +4,154 +0.1%
Osaic Holdings
22
Osaic Holdings
Arizona
$387M +$19.3M +225,852 +5%
UBS Group
23
UBS Group
Switzerland
$342M -$27.5M -322,551 -7%
Ameriprise
24
Ameriprise
Minnesota
$335M +$4.6M +53,940 +1%
Truist Financial
25
Truist Financial
North Carolina
$317M -$809K -9,487 -0.3%