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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
$3.37B -$48M -312,907 -1%
Morgan Stanley
2
Morgan Stanley
New York
$1.49B +$12.1M +78,826 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.16B +$39.2M +255,217 +4%
Wells Fargo
4
Wells Fargo
California
$1.05B +$1.56M +10,157 +0.1%
Wealthfront Advisers
5
Wealthfront Advisers
California
$957M +$23.8M +154,930 +3%
UBS Group
6
UBS Group
Switzerland
$860M +$28.2M +183,621 +3%
LPL Financial
7
LPL Financial
California
$664M +$1.56M +10,148 +0.2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$456M +$16.6M +107,953 +4%
HB
9
Homrich & Berg
Georgia
$452M +$7.78M +50,671 +2%
Citigroup
10
Citigroup
New York
$403M -$25.9M -168,966 -6%
JP Morgan Chase
11
JP Morgan Chase
New York
$394M +$21.2M +138,249 +6%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$345M +$43.5M +283,145 +15%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$332M -$1.76M -11,437 -0.5%
Ameriprise
14
Ameriprise
Minnesota
$328M -$3.07M -20,023 -0.9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$317M +$37.3M +242,900 +13%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$312M -$37.3M -243,245 -11%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$287M +$18M +117,543 +7%
RJA
18
Raymond James & Associates
Florida
$254M +$7.55M +49,171 +3%
Charles Schwab
19
Charles Schwab
California
$245M -$86.6M -564,510 -26%
HighTower Advisors
20
HighTower Advisors
Illinois
$242M +$2.57M +16,739 +1%
Truist Financial
21
Truist Financial
North Carolina
$232M -$5.97M -38,869 -3%
Osaic Holdings
22
Osaic Holdings
Arizona
$219M +$621K +4,048 +0.3%
S
23
SignatureFD
Georgia
$216M +$5.44M +35,434 +3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$187M -$6.13M -39,915 -3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$179M +$2.54M +16,548 +1%