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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.47B -$12.9M -158,334 -0.9%
WIM
2
Windhaven Investment Management
Massachusetts
$718M -$57.8M -707,865 -8%
Morgan Stanley
3
Morgan Stanley
New York
$515M +$22.2M +271,854 +5%
UBS Group
4
UBS Group
Switzerland
$361M +$22M +269,534 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$268M +$15.9M +194,314 +6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$231M -$10.3M -125,773 -4%
Wells Fargo
7
Wells Fargo
California
$214M +$25.9M +316,721 +14%
W
8
Wealthfront
California
$201M +$15.4M +188,157 +8%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$170M +$10.6M +129,651 +7%
HB
10
Homrich & Berg
Georgia
$153M +$512K +6,271 +0.3%
LPL Financial
11
LPL Financial
California
$142M -$133M -1,622,709 -49%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$121M +$3.38M +41,351 +3%
DT
13
Diversified Trust
Tennessee
$116M -$520K -6,366 -0.5%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$109M -$23.3M -285,577 -18%
BCI
15
Brinker Capital Investments
Pennsylvania
$98M +$439K +5,370 +0.5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$92.8M +$4.09M +50,041 +5%
SF
17
Synovus Financial
Georgia
$83.6M -$734K -8,991 -0.9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$72.9M -$3.24M -39,629 -4%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$67.5M -$5.66M -69,296 -8%
HighTower Advisors
20
HighTower Advisors
Illinois
$58.6M +$1.79M +21,937 +3%
Goldman Sachs
21
Goldman Sachs
New York
$56.8M -$5.2M -63,704 -9%
JP Morgan Chase
22
JP Morgan Chase
New York
$56.2M +$948K +11,604 +2%
GT
23
Glenmede Trust
Pennsylvania
$54.4M +$617K +7,550 +1%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$53.5M -$2.41M -29,532 -4%
CFA
25
Capstone Financial Advisors
Illinois
$50.6M -$1.65M -20,141 -3%