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Vanguard Dividend Appreciation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$35.7B -$4.47M -29,970 -11%
Bank of America
2
Bank of America
North Carolina
$4.23B +$545M +3,656,285 +15%
Morgan Stanley
3
Morgan Stanley
New York
$1.67B -$14.2M -94,945 -0.9%
Wells Fargo
4
Wells Fargo
California
$1.62B +$97.8M +656,368 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.12B +$4.16M +27,891 +0.4%
UBS Group
6
UBS Group
Switzerland
$960M +$48.7M +327,089 +5%
Wealthfront Advisers
7
Wealthfront Advisers
California
$767M -$71.3M -478,143 -9%
LPL Financial
8
LPL Financial
California
$757M +$16.9M +113,287 +2%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$642M +$207M +1,389,528 +49%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$560M +$19M +127,609 +4%
HWM
11
HB Wealth Management
Georgia
$535M +$14.7M +98,414 +3%
Citigroup
12
Citigroup
New York
$471M -$13.5M -90,302 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$363M +$15.9M +106,796 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$362M +$2.89M +19,416 +0.8%
Ameriprise
15
Ameriprise
Minnesota
$330M -$14.3M -95,965 -4%
HighTower Advisors
16
HighTower Advisors
Illinois
$313M +$42.7M +286,354 +16%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$310M -$5.17M -34,675 -2%
Charles Schwab
18
Charles Schwab
California
$293M +$20.3M +136,511 +8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$277M -$1.71M -11,476 -0.6%
RJA
20
Raymond James & Associates
Florida
$266M -$4.4M -29,541 -2%
Truist Financial
21
Truist Financial
North Carolina
$260M +$7.97M +53,445 +3%
S
22
SignatureFD
Georgia
$255M +$5.19M +34,808 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$240M +$11.5M +77,077 +5%
Brown Advisory
24
Brown Advisory
Maryland
$226M +$37.5M +251,641 +20%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$225M -$3.91M -26,222 -2%