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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
$2.18B +$61.9M +552,015 +3%
Morgan Stanley
2
Morgan Stanley
New York
$877M +$18.2M +162,399 +2%
Wealthfront Advisers
3
Wealthfront Advisers
California
$645M +$9.5M +84,658 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$595M +$13.7M +122,411 +2%
UBS Group
5
UBS Group
Switzerland
$543M +$12.4M +110,794 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$476M -$16.7M -148,654 -3%
Wells Fargo
7
Wells Fargo
California
$415M +$16.4M +145,790 +4%
CSIA
8
Charles Schwab Investment Advisory
California
$371M -$20.3M -180,705 -5%
LPL Financial
9
LPL Financial
California
$317M -$7.21M -64,292 -2%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$287M +$157M +1,402,493 +129%
HB
11
Homrich & Berg
Georgia
$262M +$5.1M +45,456 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$244M +$3.1M +27,654 +1%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$229M -$6.32M -56,356 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$208M +$10.4M +92,935 +5%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$188M -$30.8M -274,800 -14%
Ameriprise
16
Ameriprise
Minnesota
$166M +$27.7M +247,136 +21%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$152M +$8.78M +78,244 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$142M -$12.6M -112,063 -8%
RJA
19
Raymond James & Associates
Florida
$132M +$17.4M +155,437 +16%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$118M +$8.49M +75,706 +8%
HighTower Advisors
21
HighTower Advisors
Illinois
$116M +$547K +4,876 +0.5%
William Blair & Company
22
William Blair & Company
Illinois
$110M +$1.45M +12,911 +1%
ZB
23
Zions Bancorporation
Utah
$98.1M +$7.2M +64,228 +8%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$95.5M +$31.7M +282,255 +52%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$88M +$428K +3,815 +0.5%