We are live on ! Find out more
VIG icon

Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
626
Transform Wealth
Colorado
$209K +$205K +2,200 New
FC
627
Ferris Capital
Massachusetts
$208K – – –
OIA
628
Optimum Investment Advisors
Illinois
$206K +$280 +3 +0.1%
Verition Fund Management
629
Verition Fund Management
Connecticut
$205K +$202K +2,160 New
PCA
630
Personal Capital Advisors
California
$204K +$201K +2,152 New
SFSIG
631
San Francisco Sentry Investment Group
California
$201K +$155K +1,662 +362%
NCM
632
Novare Capital Management
North Carolina
$200K -$42.2K -452 -18%
PCA
633
Peddock Capital Advisors
Massachusetts
$194K – – –
AIM
634
Arcadia Investment Management
Michigan
$193K – – –
MPWT
635
MassMutual Private Wealth & Trust
Connecticut
$190K -$39.2K -420 -17%
JCM
636
Jacobi Capital Management
Pennsylvania
$188K +$75K +804 +69%
WCM
637
Wealthcare Capital Management
Virginia
$175K – – –
FHA
638
First Horizon Advisors
Tennessee
$168K -$23K -246 -12%
BWM
639
Baystate Wealth Management
Massachusetts
$166K +$81.2K +870 +100%
AIM
640
Anchor Investment Management
South Carolina
$156K +$280 +3 +0.2%
EK
641
Evensky & Katz
Florida
$155K +$117K +1,252 +322%
OIA
642
OneDigital Investment Advisors
Kansas
$153K -$1.6M -17,111 -91%
ACM
643
Armbruster Capital Management
New York
$153K +$840 +9 +0.6%
AFNAS
644
American Financial Network Advisory Services
California
$145K +$143K +1,529 New
AI
645
ArchPoint Investors
Florida
$139K – – –
GEA
646
Glen Eagle Advisors
New Jersey
$138K +$15.9K +170 +13%
BRC
647
Bell Rock Capital
Delaware
$137K -$3.27K -35 -2%
MCM
648
MV Capital Management
Maryland
$134K – – –
AF
649
Allworth Financial
California
$133K +$15K +161 +13%
CCM
650
Cribstone Capital Management
Maine
$127K – – –