Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) is Sard Wealth Management Group LLC’s 9th Largest Position

Sard Wealth Management Group LLC raised its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 1.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 22,298 shares of the company’s stock after acquiring an additional 265 shares during the period. Vanguard Dividend Appreciation ETF makes up approximately 2.9% of Sard Wealth Management Group LLC’s investment portfolio, making the stock its 9th largest position. Sard Wealth Management Group LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $4,367,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of VIG. Channel Wealth LLC raised its holdings in shares of Vanguard Dividend Appreciation ETF by 1.5% in the 4th quarter. Channel Wealth LLC now owns 21,159 shares of the company’s stock valued at $4,143,000 after purchasing an additional 322 shares in the last quarter. Capital Planning LLC boosted its position in shares of Vanguard Dividend Appreciation ETF by 9.9% in the 4th quarter. Capital Planning LLC now owns 18,739 shares of the company’s stock valued at $3,670,000 after purchasing an additional 1,694 shares during the period. Decker Retirement Planning Inc. purchased a new position in shares of Vanguard Dividend Appreciation ETF during the fourth quarter worth approximately $69,000. Certified Advisory Corp grew its position in Vanguard Dividend Appreciation ETF by 2.0% during the 4th quarter. Certified Advisory Corp now owns 32,931 shares of the company’s stock worth $6,449,000 after purchasing an additional 656 shares during the last quarter. Finally, Cypress Wealth Services LLC increased its position in Vanguard Dividend Appreciation ETF by 0.6% in the 4th quarter. Cypress Wealth Services LLC now owns 8,955 shares of the company’s stock valued at $1,754,000 after acquiring an additional 54 shares during the period.

Vanguard Dividend Appreciation ETF Stock Performance

Shares of Vanguard Dividend Appreciation ETF stock opened at $197.83 on Friday. The company has a market cap of $85.53 billion, a P/E ratio of 24.54 and a beta of 0.78. Vanguard Dividend Appreciation ETF has a one year low of $168.65 and a one year high of $205.20. The firm has a fifty day moving average of $199.64 and a two-hundred day moving average of $195.08.

Vanguard Dividend Appreciation ETF 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.