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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
$1.75B +$11.6M +107,602 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$734M +$25.4M +236,358 +4%
W
3
Wealthfront
California
$651M +$10.4M +96,309 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$512M +$13.4M +124,287 +3%
CSIA
5
Charles Schwab Investment Advisory
California
$509M +$178M +1,657,586 +56%
UBS Group
6
UBS Group
Switzerland
$471M +$9.76M +90,812 +2%
Wells Fargo
7
Wells Fargo
California
$320M +$8.46M +78,701 +3%
LPL Financial
8
LPL Financial
California
$272M +$14.7M +137,163 +6%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$231M -$14.2M -131,695 -6%
HB
10
Homrich & Berg
Georgia
$230M +$3.65M +33,979 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$221M -$10.4M -96,704 -5%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$197M -$50.6M -470,726 -21%
Ameriprise
13
Ameriprise
Minnesota
$172M +$4.62M +43,019 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$167M -$8.69M -80,843 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$157M +$6.98M +64,974 +5%
HighTower Advisors
16
HighTower Advisors
Illinois
$106M +$7.62M +70,890 +8%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$106M +$1.13M +10,547 +1%
William Blair & Company
18
William Blair & Company
Illinois
$98.1M +$141K +1,314 +0.1%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$83.4M +$7.17M +66,745 +10%
SHCM
20
Stokes & Hubbell Capital Management
Louisiana
$80.7M +$2.12M +19,687 +3%
JP Morgan Chase
21
JP Morgan Chase
New York
$79.8M +$949K +8,828 +1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$78.2M -$6.44M -59,876 -8%
RJA
23
Raymond James & Associates
Florida
$78.1M +$3.36M +31,219 +5%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$76.5M -$478K -4,451 -0.6%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$74.3M -$6.33M -58,913 -8%