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/ | 05/18/2026 | 21.68 M | $4.66 B | -12.38% | 4.13% |
| MORGAN STANLEY | 05/15/2026 | 13.02 M | $2.80 B | 1.91% | 2.48% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 10.79 M | $2.32 B | -0.22% | 2.05% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 10.63 M | $2.29 B | 100.00% | 2.02% |
| WEALTHFRONT ADVISERS LLC | 05/05/2026 | 9.00 M | $1.93 B | -8.93% | 1.71% |
| LPL FINANCIAL LLC | 05/06/2026 | 7.00 M | $1.51 B | 1.34% | 1.33% |
| UBS GROUP AG | 05/05/2026 | 6.33 M | $1.36 B | 1.15% | 1.20% |
| HB WEALTH MANAGEMENT, LLC | 04/27/2026 | 5.76 M | $1.23 B | 1.01% | 1.10% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 5.72 M | $1.23 B | 2.31% | 1.09% |
| ROYAL BANK OF CANADA | 05/15/2026 | 4.14 M | $890.68 M | -0.42% | 0.79% |
| JPMORGAN CHASE & CO | 05/13/2026 | 3.20 M | $673.32 M | -1.51% | 0.61% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 2.50 M | $536.98 M | 8.67% | 0.48% |
| PRUDENTIAL FINANCIAL INC | 05/13/2026 | 2.49 M | $534.99 M | -7.88% | 0.47% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 2.45 M | $526.17 M | -6.55% | 0.47% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 2.37 M | $510.57 M | -7.67% | 0.45% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 2.35 M | $505.66 M | -0.29% | 0.45% |
| SIGNATUREFD, LLC | 04/07/2026 | 2.20 M | $473.83 M | 2.61% | 0.42% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 2.06 M | $433.29 M | 18.41% | 0.39% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.95 M | $420.44 M | 3.50% | 0.37% |
| MODERA WEALTH MANAGEMENT, LLC | 05/06/2026 | 1.61 M | $346.84 M | 4.00% | 0.31% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 1.59 M | $341.43 M | 0.71% | 0.30% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 1.54 M | $328.06 M | -1.83% | 0.29% |
| MARINER, LLC | 05/13/2026 | 1.36 M | $293.21 M | -2.08% | 0.26% |
| JOEL ISAACSON & CO., LLC | 04/23/2026 | 1.35 M | $290.13 M | 2.34% | 0.26% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 1.25 M | $269.73 M | 3.09% | 0.24% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 1.23 M | $264.84 M | 2.22% | 0.23% |
| CREATIVE PLANNING | 05/12/2026 | 1.20 M | $259.13 M | 6.96% | 0.23% |
| HOWARD CAPITAL MANAGEMENT INC. | 05/05/2026 | 1.20 M | $258.50 M | -2.39% | 0.23% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 1.17 M | $252.34 M | -0.15% | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 1.15 M | $247.59 M | -27.06% | 0.22% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 1.04 M | $222.65 M | -2.20% | 0.20% |
| BROWN ADVISORY INC | 05/15/2026 | 986.33 K | $212.12 M | 0.77% | 0.19% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 976.02 K | $209.90 M | -2.08% | 0.19% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 965.77 K | $207.70 M | -9.66% | 0.18% |
| ASPIRIANT, LLC | 05/12/2026 | 955.15 K | $205.41 M | 0.12% | 0.18% |
| CERITY PARTNERS LLC | 05/15/2026 | 933.62 K | $201.02 M | 8.85% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 854.92 K | $183.86 M | -0.63% | 0.16% |
| DAVENPORT & CO LLC | 04/15/2026 | 853.80 K | $183.62 M | 12.22% | 0.16% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 831.22 K | $178.76 M | -3.07% | 0.16% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 824.49 K | $177.31 M | -0.51% | 0.16% |
| CONFLUENCE WEALTH SERVICES, INC. | 05/07/2026 | 816.95 K | $175.69 M | 5.89% | 0.16% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 791.02 K | $170.12 M | -11.62% | 0.15% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 765.78 K | $164.69 M | -1.70% | 0.15% |
| NICHOLAS HOFFMAN & COMPANY, LLC. | 04/29/2026 | 750.65 K | $161.44 M | 0.38% | 0.14% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 04/28/2026 | 717.34 K | $154.27 M | 100.00% | 0.14% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 698.25 K | $150.17 M | -2.68% | 0.13% |
| DIVERSIFIED ENTERPRISES, LLC | 05/15/2026 | 690.31 K | $148.46 M | 3.80% | 0.13% |
| COLONY GROUP, LLC | 05/15/2026 | 688.70 K | $148.15 M | -0.02% | 0.13% |
| BLAIR WILLIAM & CO/IL | 05/08/2026 | 687.77 K | $147.91 M | 2.11% | 0.13% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 686.80 K | $147.70 M | -8.86% | 0.13% |
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Vanguard Dividend Appreciation FTF institutional Ownership - FAQ's
During the previous two years, 3095 institutional investors and hedge funds held shares of Vanguard Dividend Appreciation FTF. The most heavily invested institutionals were:
BANK OF AMERICA CORP /DE/: 21.68 M
MORGAN STANLEY: 13.02 M
WELLS FARGO & COMPANY/MN: 10.79 M
Vanguard Global Advisers, LLC: 10.63 M
Wealthfront Advisers LLC: 9 M
LPL Financial LLC: 7 M
40.74% of Vanguard Dividend Appreciation FTF stock is owned by institutional investors.
Institutional investors have bought a total of 276.91 M shares in the last 24 months. This purchase volume represents approximately $61.69 B in transactions.