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/ | 08/14/2026 | 21.36 M | $5.05 B | -1.47% | 3.95% |
| MORGAN STANLEY | 08/13/2026 | 13.21 M | $3.13 B | 1.49% | 2.44% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 10.67 M | $2.52 B | 0.37% | 1.97% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 10.06 M | $2.38 B | -6.81% | 1.86% |
| WEALTHFRONT ADVISERS LLC | 08/07/2026 | 9.47 M | $2.24 B | 5.28% | 1.75% |
| LPL FINANCIAL LLC | 08/07/2026 | 7.13 M | $1.69 B | 1.85% | 1.32% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 6.36 M | $1.51 B | 11.24% | 1.18% |
| UBS GROUP AG | 08/13/2026 | 6.25 M | $1.48 B | -1.35% | 1.15% |
| HB WEALTH MANAGEMENT, LLC | 07/29/2026 | 5.86 M | $1.37 B | 1.63% | 1.08% |
| ROYAL BANK OF CANADA | 08/14/2026 | 4.18 M | $988.97 M | 0.92% | 0.77% |
| JPMORGAN CHASE & CO | 08/12/2026 | 3.19 M | $753.79 M | -0.03% | 0.59% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 2.58 M | $609.83 M | 3.22% | 0.48% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 2.36 M | $557.62 M | 0.23% | 0.44% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 2.32 M | $543.97 M | 12.80% | 0.43% |
| PRUDENTIAL FINANCIAL INC | 08/12/2026 | 2.31 M | $547.47 M | -6.99% | 0.43% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 2.30 M | $544.83 M | -3.01% | 0.43% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 2.30 M | $544.40 M | -5.96% | 0.42% |
| SIGNATUREFD, LLC | 07/24/2026 | 2.28 M | $540.27 M | 3.63% | 0.42% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 2.24 M | $529.76 M | 14.52% | 0.41% |
| MODERA WEALTH MANAGEMENT, LLC | 08/03/2026 | 1.66 M | $392.69 M | 2.90% | 0.31% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 1.51 M | $192.66 M | 90.45% | 0.28% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 1.52 M | $359.64 M | -4.26% | 0.28% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 1.47 M | $348.14 M | -4.73% | 0.27% |
| JOEL ISAACSON & CO., LLC | 08/04/2026 | 1.37 M | $324.55 M | 1.67% | 0.25% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 1.37 M | $324.48 M | 9.34% | 0.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 1.35 M | $319.86 M | 17.35% | 0.25% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 1.29 M | $304.08 M | 9.52% | 0.24% |
| MARINER, LLC | 08/13/2026 | 1.24 M | $293.82 M | -8.92% | 0.23% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 1.24 M | $292.99 M | 26.86% | 0.23% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 1.24 M | $292.85 M | 0.47% | 0.23% |
| HOWARD CAPITAL MANAGEMENT INC. | 07/28/2026 | 1.20 M | $284.41 M | 0.00% | 0.22% |
| CREATIVE PLANNING | 08/13/2026 | 1.20 M | $283.03 M | -0.73% | 0.22% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 1.05 M | $247.58 M | 1.06% | 0.19% |
| DAVENPORT & CO LLC | 07/13/2026 | 992.81 K | $234.92 M | 16.28% | 0.18% |
| CONFLUENCE WEALTH SERVICES, INC. | 07/22/2026 | 989.95 K | $234.24 M | 21.18% | 0.18% |
| CERITY PARTNERS LLC | 08/14/2026 | 988.36 K | $233.93 M | 5.86% | 0.18% |
| BROWN ADVISORY INC | 08/14/2026 | 983.48 K | $232.71 M | -0.29% | 0.18% |
| ASPIRIANT, LLC | 07/20/2026 | 955.05 K | $225.99 M | -0.01% | 0.18% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 948.17 K | $224.36 M | -1.82% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 872.97 K | $206.56 M | 2.11% | 0.16% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 840.86 K | $198.97 M | 1.99% | 0.16% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 809.04 K | $191.43 M | -2.67% | 0.15% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 780.27 K | $184.63 M | 1.89% | 0.14% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 07/29/2026 | 768.13 K | $181.75 M | 7.08% | 0.14% |
| NICHOLAS HOFFMAN & COMPANY, LLC. | 08/04/2026 | 751.46 K | $177.81 M | 0.11% | 0.14% |
| DIVERSIFIED ENTERPRISES, LLC | 07/31/2026 | 719.57 K | $170.26 M | 4.24% | 0.13% |
| BLAIR WILLIAM & CO/IL | 08/11/2026 | 718.57 K | $170.03 M | 4.48% | 0.13% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 703.63 K | $166.49 M | 0.77% | 0.13% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 701.71 K | $166.04 M | 20.10% | 0.13% |
| COLONY GROUP, LLC | 08/12/2026 | 700.90 K | $165.85 M | 1.77% | 0.13% |
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Vanguard Dividend Appreciation FTF institutional Ownership - FAQ's
During the previous two years, 3431 institutional investors and hedge funds held shares of Vanguard Dividend Appreciation FTF. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 21.36 M
MORGAN STANLEY: 13.21 M
Vanguard Global Advisers, LLC: 10.67 M
WELLS FARGO & COMPANY/MN: 10.06 M
Wealthfront Advisers LLC: 9.47 M
LPL Financial LLC: 7.13 M
40.38% of Vanguard Dividend Appreciation FTF stock is owned by institutional investors.
Institutional investors have bought a total of 283.80 M shares in the last 24 months. This purchase volume represents approximately $63.23 B in transactions.