Northwest Financial Advisors Has $660,000 Position in Vanguard Dividend Appreciation ETF $VIG

Northwest Financial Advisors cut its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 85.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,004 shares of the company’s stock after selling 18,136 shares during the period. Vanguard Dividend Appreciation ETF makes up approximately 1.4% of Northwest Financial Advisors’ portfolio, making the stock its 19th biggest position. Northwest Financial Advisors’ holdings in Vanguard Dividend Appreciation ETF were worth $660,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Corient Private Wealth LLC boosted its position in shares of Vanguard Dividend Appreciation ETF by 102.8% during the 2nd quarter. Corient Private Wealth LLC now owns 1,750,677 shares of the company’s stock valued at $358,334,000 after purchasing an additional 887,305 shares in the last quarter. Diversified Enterprises LLC increased its holdings in Vanguard Dividend Appreciation ETF by 35,003.7% in the third quarter. Diversified Enterprises LLC now owns 640,291 shares of the company’s stock worth $138,168,000 after purchasing an additional 638,467 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC acquired a new position in Vanguard Dividend Appreciation ETF in the third quarter valued at approximately $134,718,000. Wealthfront Advisers LLC lifted its stake in Vanguard Dividend Appreciation ETF by 5.5% in the third quarter. Wealthfront Advisers LLC now owns 9,592,106 shares of the company’s stock valued at $2,069,881,000 after buying an additional 502,464 shares during the period. Finally, Orion Porfolio Solutions LLC boosted its holdings in shares of Vanguard Dividend Appreciation ETF by 2,949.7% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 392,738 shares of the company’s stock worth $80,382,000 after buying an additional 379,860 shares in the last quarter.

Vanguard Dividend Appreciation ETF Stock Up 0.2%

Shares of VIG stock opened at $224.37 on Thursday. The company has a market cap of $103.54 billion, a price-to-earnings ratio of 23.32 and a beta of 0.84. Vanguard Dividend Appreciation ETF has a 52 week low of $178.25 and a 52 week high of $230.53. The firm has a 50 day moving average of $221.79 and a 200-day moving average of $220.62.

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. The Vanguard Group, Inc, through its Quantitative Equity Group, serves as the investment advisor of the Fund.