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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
$4.51B +$553M +3,436,566 +15%
Morgan Stanley
2
Morgan Stanley
New York
$1.98B +$49.6M +308,074 +3%
Wells Fargo
3
Wells Fargo
California
$1.81B +$47.2M +293,336 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.39B +$48.7M +302,701 +4%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.12B +$54.2M +336,614 +5%
UBS Group
6
UBS Group
Switzerland
$1.1B +$40.7M +253,148 +4%
LPL Financial
7
LPL Financial
California
$903M +$15.8M +98,371 +2%
HWM
8
HB Wealth Management
Georgia
$656M +$40.9M +254,175 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$647M +$30.7M +190,846 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$489M +$302M +1,876,694 +189%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$467M +$14M +87,225 +3%
Ameriprise
12
Ameriprise
Minnesota
$447M +$19.5M +121,035 +5%
RJA
13
Raymond James & Associates
Florida
$380M +$14.3M +89,008 +4%
HighTower Advisors
14
HighTower Advisors
Illinois
$364M +$18.8M +116,835 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$359M -$4.89M -30,386 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$339M +$7.53M +46,778 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$324M +$5.72M +35,549 +2%
S
18
SignatureFD
Georgia
$317M +$10.9M +67,833 +4%
Truist Financial
19
Truist Financial
North Carolina
$268M -$17.7M -110,301 -7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$259M +$6.82M +42,406 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$231M -$72M -447,592 -25%
Mariner
22
Mariner
Kansas
$224M -$2.62M -16,297 -1%
TPI
23
Trust Point Inc
Wisconsin
$223M +$211M +1,310,454 New
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$208M +$4.48M +27,861 +2%
MWM
25
Modera Wealth Management
New Jersey
$203M +$13M +80,580 +7%