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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
$4.19B -$98.8M -518,870 -2%
Morgan Stanley
2
Morgan Stanley
New York
$2.41B +$39.5M +207,297 +2%
Wells Fargo
3
Wells Fargo
California
$1.92B -$94.3M -495,027 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.86B +$79.5M +417,262 +5%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.35B +$15.8M +82,945 +1%
UBS Group
6
UBS Group
Switzerland
$1.26B -$11.9M -62,258 -1%
LPL Financial
7
LPL Financial
California
$1.15B +$60M +314,952 +6%
HWM
8
HB Wealth Management
Georgia
$937M +$24.4M +128,314 +3%
RJA
9
Raymond James & Associates
Florida
$733M +$34M +178,450 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$732M -$11.1M -58,125 -2%
JP Morgan Chase
11
JP Morgan Chase
New York
$653M +$23.5M +123,584 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$557M -$10.6M -55,497 -2%
Ameriprise
13
Ameriprise
Minnesota
$470M -$18.6M -97,702 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$439M +$29.3M +153,807 +7%
HighTower Advisors
15
HighTower Advisors
Illinois
$438M +$7.53M +39,560 +2%
S
16
SignatureFD
Georgia
$379M +$1.95M +10,261 +0.5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$336M -$9.62M -50,528 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$329M -$44.4M -233,370 -12%
Osaic Holdings
19
Osaic Holdings
Arizona
$300M -$414K -2,176 -0.1%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$297M +$1.42M +7,434 +0.5%
MWM
21
Modera Wealth Management
New Jersey
$272M +$11.4M +60,055 +5%
Mariner
22
Mariner
Kansas
$253M +$2.99M +15,697 +1%
TPI
23
Trust Point Inc
Wisconsin
$250M -$561K -2,945 -0.2%
HCM
24
Howard Capital Management
Georgia
$239M +$228M +1,197,450 +11,084%
JIC
25
Joel Isaacson & Co
New York
$228M +$5.06M +26,549 +2%