Shira Ridge Wealth Management Lowers Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Shira Ridge Wealth Management trimmed its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 3.8% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 13,312 shares of the company’s stock after selling 532 shares during the period. Vanguard Dividend Appreciation ETF makes up approximately 1.4% of Shira Ridge Wealth Management’s portfolio, making the stock its 19th largest holding. Shira Ridge Wealth Management’s holdings in Vanguard Dividend Appreciation ETF were worth $2,431,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Allspring Global Investments Holdings LLC purchased a new position in Vanguard Dividend Appreciation ETF in the 4th quarter valued at $31,000. Opal Wealth Advisors LLC purchased a new position in Vanguard Dividend Appreciation ETF in the 1st quarter valued at $34,000. VisionPoint Advisory Group LLC acquired a new stake in Vanguard Dividend Appreciation ETF in the fourth quarter valued at $38,000. Life Planning Partners Inc acquired a new stake in Vanguard Dividend Appreciation ETF in the fourth quarter valued at $42,000. Finally, VitalStone Financial LLC lifted its holdings in Vanguard Dividend Appreciation ETF by 435.7% in the third quarter. VitalStone Financial LLC now owns 300 shares of the company’s stock valued at $48,000 after acquiring an additional 244 shares during the period.

Vanguard Dividend Appreciation ETF Stock Performance

Vanguard Dividend Appreciation ETF stock traded up $1.12 during midday trading on Tuesday, reaching $183.27. The company’s stock had a trading volume of 1,157,559 shares, compared to its average volume of 917,021. Vanguard Dividend Appreciation ETF has a fifty-two week low of $149.67 and a fifty-two week high of $186.30. The stock’s 50 day simple moving average is $181.08 and its 200 day simple moving average is $177.27. The firm has a market capitalization of $79.23 billion, a PE ratio of 24.54 and a beta of 0.78.

Vanguard Dividend Appreciation ETF Company Profile

Vanguard Dividend Appreciation ETF (the Fund) seeks to track the investment performance of the Dividend Achievers Select Index. Vanguard Dividend Appreciation ETF is an exchange-traded share class of Vanguard Dividend Appreciation Index Fund. The Fund will hold all the stocks in the index in approximately the same proportions as their weightings in the index.