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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
$4.36B -$107M -553,780 -3%
Morgan Stanley
2
Morgan Stanley
New York
$2.59B +$28M +144,584 +1%
Wells Fargo
3
Wells Fargo
California
$2.18B +$10.5M +54,394 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.15B +$62.5M +322,704 +3%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.86B +$288M +1,486,369 +20%
UBS Group
6
UBS Group
Switzerland
$1.34B -$9.16M -47,281 -0.7%
LPL Financial
7
LPL Financial
California
$1.33B +$43.5M +224,272 +4%
Raymond James Financial
8
Raymond James Financial
Florida
$1.1B +$6.76M +34,896 +0.7%
HWM
9
HB Wealth Management
Georgia
$1.07B -$25.9M -133,636 -2%
Prudential Financial
10
Prudential Financial
New Jersey
$833M +$16.1M +83,016 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$793M +$26.4M +136,061 +4%
JP Morgan Chase
12
JP Morgan Chase
New York
$647M -$4.14M -21,348 -0.7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$612M -$5.61M -28,965 -1%
Ameriprise
14
Ameriprise
Minnesota
$516M +$5.01M +25,866 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$485M +$11M +56,745 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$465M +$14.7M +75,900 +3%
S
17
SignatureFD
Georgia
$416M +$13.3M +68,405 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$327M +$29.1M +150,355 +10%
MWM
19
Modera Wealth Management
New Jersey
$317M +$13.6M +70,021 +5%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$311M +$14.4M +74,175 +5%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$307M +$12.7M +65,450 +5%
Mariner
22
Mariner
Kansas
$288M -$3.88M -20,004 -1%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$285M +$58M +299,383 +27%
JIC
24
Joel Isaacson & Co
New York
$261M +$6.12M +31,591 +3%
HCM
25
Howard Capital Management
Georgia
$253M +$4.5M +23,205 +2%