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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$6.79B +$497M +6,935,497 +8%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$4.74B +$856M +11,947,873 +22%
Morgan Stanley
3
Morgan Stanley
New York
$4.63B +$505M +7,045,711 +12%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.98B -$83.8M -1,170,184 -3%
Creative Planning
5
Creative Planning
Kansas
$2.89B +$217M +3,023,385 +8%
LPL Financial
6
LPL Financial
California
$2.2B -$29.9M -417,770 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.54B -$13.7M -191,077 -0.9%
SEI Investments
8
SEI Investments
Pennsylvania
$1.37B -$89.6M -1,250,305 -6%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.32B -$77.9M -1,087,109 -6%
Wells Fargo
10
Wells Fargo
California
$1.22B -$7.66M -106,961 -0.6%
Bank of America
11
Bank of America
North Carolina
$1.16B +$433M +6,042,647 +60%
Goldman Sachs
12
Goldman Sachs
New York
$1.14B +$1.02B +14,259,961 +870%
BlackRock
13
BlackRock
New York
$989M -$38.6M -538,378 -4%
AF
14
Allworth Financial
California
$982M -$9.56M -133,457 -1%
Vanguard Group
15
Vanguard Group
Pennsylvania
$934M +$10.5M +147,175 +1%
MIS
16
Morningstar Investment Services
Illinois
$650M -$17.5M -243,675 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$561M -$10.5M -146,842 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$383M +$7.07M +98,706 +2%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$377M +$85.9M +1,199,359 +30%
State Street
20
State Street
Massachusetts
$361M +$98.2M +1,370,248 +37%
Jane Street
21
Jane Street
New York
$338M +$319M +4,456,002 +1,745%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$333M -$59.4M -829,877 -15%
Ameriprise
23
Ameriprise
Minnesota
$314M -$18.4M -257,404 -6%
UBS Group
24
UBS Group
Switzerland
$271M +$19.1M +267,276 +8%
OWM
25
Orgel Wealth Management
Wisconsin
$260M +$31.4M +438,587 +14%