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Vanguard Short-Term Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.71B +$147M +1,916,184 +4%
Morgan Stanley
2
Morgan Stanley
New York
$2.14B -$2.3B -29,941,720 -52%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.81B +$224M +2,917,230 +14%
Goldman Sachs
4
Goldman Sachs
New York
$1.47B -$650M -8,471,615 -31%
Empower Advisory Group
5
Empower Advisory Group
Colorado
$1.05B +$42.4M +552,503 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.01B -$139M -1,806,878 -12%
AF
7
Allworth Financial
California
$884M +$34.4M +448,368 +4%
Northern Trust
8
Northern Trust
Illinois
$803M +$129M +1,677,188 +19%
Bank of America
9
Bank of America
North Carolina
$570M -$57.2M -746,261 -9%
Wells Fargo
10
Wells Fargo
California
$464M -$31.9M -416,313 -6%
LPL Financial
11
LPL Financial
California
$452M +$20.6M +268,773 +5%
TI
12
Truepoint Inc
Ohio
$439M +$14.3M +185,999 +3%
UCFA
13
United Capital Financial Advisors
Texas
$405M -$7.46M -97,264 -2%
AAS
14
Avantax Advisory Services
Texas
$402M +$5.32M +69,346 +1%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$334M +$14.1M +184,372 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$296M -$3.58M -46,644 -1%
Corient Private Wealth
17
Corient Private Wealth
Florida
$282M +$23.6M +307,878 +9%
LNC
18
Lincoln National Corp
Pennsylvania
$248M +$14.2M +184,717 +6%
UBS Group
19
UBS Group
Switzerland
$218M +$7.68M +100,077 +4%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$210M +$20.6M +269,033 +11%
TLFA
21
True Link Financial Advisors
California
$210M -$7.52M -98,072 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$198M +$3.93M +51,226 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$191M +$13.2M +171,502 +7%
Charles Schwab
24
Charles Schwab
California
$185M -$28.5M -371,306 -13%
MIM
25
MetLife Investment Management
New Jersey
$182M -$9.49M -123,700 -5%