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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
$3.92B -$879M -5,004,469 -19%
Morgan Stanley
2
Morgan Stanley
New York
$2.15B -$2.02B -11,477,157 -49%
Wells Fargo
3
Wells Fargo
California
$1.93B -$15.3M -87,171 -0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.58B +$81.9M +466,457 +6%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.27B +$61.3M +348,752 +5%
UBS Group
6
UBS Group
Switzerland
$1.17B -$2.84M -16,140 -0.3%
LPL Financial
7
LPL Financial
California
$971M +$3.06M +17,402 +0.3%
HWM
8
HB Wealth Management
Georgia
$814M +$108M +612,202 +16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$683M -$10.2M -58,303 -2%
RJA
10
Raymond James & Associates
Florida
$646M +$230M +1,309,672 +59%
JP Morgan Chase
11
JP Morgan Chase
New York
$576M +$49.8M +283,300 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$513M +$11.5M +65,381 +2%
Ameriprise
13
Ameriprise
Minnesota
$440M -$35.5M -202,047 -8%
HighTower Advisors
14
HighTower Advisors
Illinois
$396M +$5.64M +32,125 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$357M -$27.1M -154,102 -7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$355M -$8.49M -48,344 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$354M +$5.88M +33,448 +2%
S
18
SignatureFD
Georgia
$343M +$3.12M +17,751 +1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$282M +$3.63M +20,684 +1%
Osaic Holdings
20
Osaic Holdings
Arizona
$261M +$13.1M +74,838 +6%
TPI
21
Trust Point Inc
Wisconsin
$234M -$4.71M -26,810 -2%
MWM
22
Modera Wealth Management
New Jersey
$232M +$13.7M +78,031 +7%
Mariner
23
Mariner
Kansas
$229M -$10.5M -59,594 -5%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$217M -$4.91M -27,947 -2%
JIC
25
Joel Isaacson & Co
New York
$201M +$6.57M +37,384 +4%