Vanguard Dividend Appreciation FTF Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 24.74 M | $5.44 B | 16.20% | 4.63% |
| MORGAN STANLEY | 02/13/2026 | 12.77 M | $2.81 B | 1.98% | 2.39% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 10.81 M | $2.38 B | 2.15% | 2.02% |
| VANGUARD GROUP INC | 01/29/2026 | 10.69 M | $2.35 B | 1.24% | 2.00% |
| WEALTHFRONT ADVISERS LLC | 01/30/2026 | 9.88 M | $2.17 B | 2.99% | 1.86% |
| LPL FINANCIAL LLC | 02/11/2026 | 6.91 M | $1.52 B | 0.46% | 1.30% |
| UBS GROUP AG | 01/29/2026 | 6.26 M | $1.38 B | -1.14% | 1.17% |
| HB WEALTH MANAGEMENT, LLC | 01/28/2026 | 5.71 M | $1.24 B | 3.53% | 1.07% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 5.59 M | $1.23 B | 4.94% | 1.05% |
| ROYAL BANK OF CANADA | 02/17/2026 | 4.16 M | $914.11 M | 4.15% | 0.78% |
| JPMORGAN CHASE & CO | 02/11/2026 | 3.24 M | $713.11 M | 4.10% | 0.60% |
| PRUDENTIAL FINANCIAL INC | 02/13/2026 | 2.70 M | $598.06 M | -0.40% | 0.51% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 2.62 M | $575.53 M | 4.01% | 0.49% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 2.57 M | $565.14 M | -9.39% | 0.48% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 2.36 M | $518.23 M | 0.51% | 0.44% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 2.30 M | $505.00 M | 1.03% | 0.43% |
| SIGNATUREFD, LLC | 01/20/2026 | 2.15 M | $471.91 M | 5.45% | 0.40% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.89 M | $415.19 M | 3.13% | 0.35% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 1.74 M | $381.58 M | 12.53% | 0.32% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 1.58 M | $346.45 M | -2.87% | 0.30% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 1.57 M | $345.76 M | -0.03% | 0.30% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 1.57 M | $352.39 M | 6.28% | 0.30% |
| MODERA WEALTH MANAGEMENT, LLC | 01/21/2026 | 1.55 M | $340.83 M | -2.83% | 0.29% |
| MARINER, LLC | 02/13/2026 | 1.39 M | $306.00 M | 0.51% | 0.26% |
| JOEL ISAACSON & CO., LLC | 01/30/2026 | 1.32 M | $289.73 M | 2.28% | 0.25% |
| HOWARD CAPITAL MANAGEMENT INC. | 01/23/2026 | 1.23 M | $270.65 M | 0.00% | 0.23% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 1.22 M | $267.39 M | 30.48% | 0.23% |
| TRUST POINT INC. | 01/13/2026 | 1.20 M | $264.13 M | 0.85% | 0.23% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 1.21 M | $264.86 M | -0.44% | 0.23% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 1.18 M | $258.26 M | -3.41% | 0.22% |
| CREATIVE PLANNING | 02/17/2026 | 1.13 M | $247.59 M | 0.83% | 0.21% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 1.07 M | $234.95 M | -2.34% | 0.20% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 1.06 M | $232.66 M | 1.80% | 0.20% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 996.71 K | $219.06 M | -1.17% | 0.19% |
| BROWN ADVISORY INC | 02/13/2026 | 978.76 K | $215.11 M | 0.06% | 0.18% |
| ASPIRIANT, LLC | 01/20/2026 | 954.03 K | $209.68 M | -1.50% | 0.18% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 895.00 K | $196.71 M | -3.79% | 0.17% |
| CERITY PARTNERS LLC | 02/11/2026 | 857.70 K | $188.51 M | 28.21% | 0.16% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 857.53 K | $188.47 M | -0.31% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 860.34 K | $189.09 M | -2.17% | 0.16% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 828.71 K | $182.13 M | 18.06% | 0.16% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 779.05 K | $171.22 M | 12.37% | 0.15% |
| CONFLUENCE WEALTH SERVICES, INC. | 01/28/2026 | 771.54 K | $169.57 M | 6.73% | 0.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 772.65 K | $170.12 M | 0.18% | 0.14% |
| DAVENPORT & CO LLC | 01/12/2026 | 760.86 K | $167.22 M | 8.68% | 0.14% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 753.58 K | $165.62 M | -0.47% | 0.14% |
| NICHOLAS HOFFMAN & COMPANY, LLC. | 02/02/2026 | 747.78 K | $164.35 M | 0.27% | 0.14% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 717.45 K | $157.68 M | 3.17% | 0.13% |
| COLONY GROUP, LLC | 02/13/2026 | 688.83 K | $151.34 M | -2.64% | 0.13% |
| BLAIR WILLIAM & CO/IL | 02/17/2026 | 673.55 K | $148.03 M | 1.04% | 0.13% |
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Vanguard Dividend Appreciation FTF institutional Ownership - FAQ's
During the previous two years, 3211 institutional investors and hedge funds held shares of Vanguard Dividend Appreciation FTF. The most heavily invested institutionals were:
Wealthfront Advisers LLC: 9 M
UBS Group AG: 6.33 M
HB Wealth Management, LLC: 5.76 M
ENVESTNET ASSET MANAGEMENT INC: 2.5 M
COMMONWEALTH EQUITY SERVICES, LLC: 2.37 M
HighTower Advisors, LLC: 2.35 M
40.65% of Vanguard Dividend Appreciation FTF stock is owned by institutional investors.
Institutional investors have bought a total of 285.42 M shares in the last 24 months. This purchase volume represents approximately $63.59 B in transactions.