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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
$4.24B -$570M -2,868,467 -12%
Morgan Stanley
2
Morgan Stanley
New York
$2.43B +$21.2M +106,549 +0.9%
Wells Fargo
3
Wells Fargo
California
$2.06B +$19.4M +97,778 +0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.97B +$89.7M +451,169 +5%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.47B +$147M +738,441 +11%
UBS Group
6
UBS Group
Switzerland
$1.28B +$8.46M +42,553 +0.6%
LPL Financial
7
LPL Financial
California
$1.22B +$53.5M +269,131 +4%
Raymond James Financial
8
Raymond James Financial
Florida
$1.03B +$19.8M +99,758 +2%
HWM
9
HB Wealth Management
Georgia
$1.03B +$95.5M +480,314 +10%
Prudential Financial
10
Prudential Financial
New Jersey
$773M +$473M +2,380,422 +148%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$725M +$8.39M +42,185 +1%
JP Morgan Chase
12
JP Morgan Chase
New York
$617M -$105M -525,921 -14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$586M +$28.6M +144,010 +5%
Ameriprise
14
Ameriprise
Minnesota
$486M +$15.6M +78,241 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$448M +$6.93M +34,876 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$426M +$750K +3,771 +0.2%
S
17
SignatureFD
Georgia
$381M +$11.3M +56,760 +3%
MWM
18
Modera Wealth Management
New Jersey
$287M +$17.1M +86,017 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
$281M +$3.17M +15,920 +1%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$281M -$11.8M -59,317 -4%
Mariner
21
Mariner
Kansas
$277M -$487K -2,451 -0.2%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$274M +$32M +160,813 +13%
JIC
23
Joel Isaacson & Co
New York
$241M +$7.95M +39,988 +3%
HCM
24
Howard Capital Management
Georgia
$234M -$14.5K -73 -0%
TPI
25
Trust Point Inc
Wisconsin
$229M -$27.7M -139,075 -11%