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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
$7.29B +$313M +4,272,405 +5%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$5.59B +$720M +9,840,493 +15%
Morgan Stanley
3
Morgan Stanley
New York
$4.95B +$192M +2,617,703 +4%
Creative Planning
4
Creative Planning
Kansas
$3.17B +$195M +2,658,707 +7%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$3.07B +$2.29M +31,340 +0.1%
LPL Financial
6
LPL Financial
California
$2.23B -$31.5M -429,842 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.59B +$9.94M +135,781 +0.6%
SEI Investments
8
SEI Investments
Pennsylvania
$1.45B +$40.6M +555,121 +3%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.28B -$68.6M -938,110 -5%
Wells Fargo
10
Wells Fargo
California
$1.22B -$32.4M -442,595 -3%
Vanguard Group
11
Vanguard Group
Pennsylvania
$1.2B +$238M +3,255,011 +25%
Goldman Sachs
12
Goldman Sachs
New York
$1.15B -$24.2M -330,928 -2%
Bank of America
13
Bank of America
North Carolina
$1.05B -$136M -1,856,273 -12%
AF
14
Allworth Financial
California
$1.04B +$30.1M +411,967 +3%
BlackRock
15
BlackRock
New York
$968M -$48.5M -662,340 -5%
MIS
16
Morningstar Investment Services
Illinois
$660M +$2.89M +39,561 +0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$589M +$12.1M +165,864 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$397M +$2.72M +37,226 +0.7%
Ameriprise
19
Ameriprise
Minnesota
$358M +$34.6M +472,738 +11%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$357M -$30.2M -412,081 -8%
TAIM
21
TD Ameritrade Investment Management
Nebraska
$313M -$28.9M -395,053 -9%
UBS Group
22
UBS Group
Switzerland
$292M +$13.5M +184,526 +5%
OWM
23
Orgel Wealth Management
Wisconsin
$279M +$11.4M +155,149 +4%
GEM
24
Global Endowment Management
North Carolina
$241M +$2.78M +38,000 +1%
FWI
25
Facet Wealth Inc
Maryland
$236M +$7.5M +102,467 +3%