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Vanguard Short-Term Bond ETF
BSV

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.46B +$2.13B +28,086,875 +94%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.58B -$391M -5,160,683 -10%
Goldman Sachs
3
Goldman Sachs
New York
$2.13B +$1.02B +13,478,049 +95%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.6B +$146M +1,925,090 +10%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.16B -$157M -2,076,963 -12%
Empower Advisory Group
6
Empower Advisory Group
Colorado
$1.02B -$171M -2,258,797 -15%
AF
7
Allworth Financial
California
$853M +$22.4M +296,182 +3%
Northern Trust
8
Northern Trust
Illinois
$677M +$245M +3,230,919 +58%
Bank of America
9
Bank of America
North Carolina
$630M -$133M -1,752,897 -18%
Wells Fargo
10
Wells Fargo
California
$498M -$57.1M -754,208 -10%
LPL Financial
11
LPL Financial
California
$434M +$12.1M +159,457 +3%
TI
12
Truepoint Inc
Ohio
$427M +$9.15M +120,897 +2%
UCFA
13
United Capital Financial Advisors
Texas
$415M -$339M -4,476,585 -45%
AAS
14
Avantax Advisory Services
Texas
$398M -$7.44M -98,321 -2%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$321M -$27.7M -366,465 -8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$301M -$10.1M -133,042 -3%
MIS
17
Morningstar Investment Services
Illinois
$290M +$141M +1,864,442 +98%
Corient Private Wealth
18
Corient Private Wealth
Florida
$260M +$25.1M +331,382 +11%
LNC
19
Lincoln National Corp
Pennsylvania
$235M +$1.72M +22,669 +0.7%
TLFA
20
True Link Financial Advisors
California
$218M +$13.2M +174,785 +7%
Charles Schwab
21
Charles Schwab
California
$214M -$20.1M -265,029 -9%
UBS Group
22
UBS Group
Switzerland
$211M -$84.5M -1,115,999 -29%
Osaic Holdings
23
Osaic Holdings
Arizona
$196M -$190M -2,505,430 -50%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$195M -$811K -10,714 -0.4%
MIM
25
MetLife Investment Management
New Jersey
$192M -$2.52M -33,300 -1%
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