Retirement Planning Group LLC Has $21.05 Million Stake in Vanguard Dividend Appreciation ETF $VIG

Retirement Planning Group LLC trimmed its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIGFree Report) by 11.1% in the first quarter, Holdings Channel.com reports. The firm owned 97,861 shares of the company’s stock after selling 12,274 shares during the quarter. Vanguard Dividend Appreciation ETF comprises 0.7% of Retirement Planning Group LLC’s portfolio, making the stock its 22nd largest holding. Retirement Planning Group LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $21,046,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in VIG. Mattern Capital Management LLC boosted its holdings in shares of Vanguard Dividend Appreciation ETF by 15.7% during the first quarter. Mattern Capital Management LLC now owns 1,706 shares of the company’s stock worth $367,000 after purchasing an additional 232 shares during the period. Lutz Financial Services LLC boosted its stake in shares of Vanguard Dividend Appreciation ETF by 7.7% during the 1st quarter. Lutz Financial Services LLC now owns 4,051 shares of the company’s stock valued at $871,000 after buying an additional 291 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of Vanguard Dividend Appreciation ETF by 5.2% during the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 13,167 shares of the company’s stock valued at $2,832,000 after buying an additional 654 shares during the period. V2 Financial group LLC grew its holdings in shares of Vanguard Dividend Appreciation ETF by 9.1% during the 1st quarter. V2 Financial group LLC now owns 1,200 shares of the company’s stock valued at $258,000 after acquiring an additional 100 shares in the last quarter. Finally, WJ Financial Advisors LLC grew its holdings in shares of Vanguard Dividend Appreciation ETF by 24.6% during the 1st quarter. WJ Financial Advisors LLC now owns 1,623 shares of the company’s stock valued at $349,000 after acquiring an additional 320 shares in the last quarter.

Vanguard Dividend Appreciation ETF Trading Down 0.2%

NYSEARCA VIG opened at $238.48 on Tuesday. Vanguard Dividend Appreciation ETF has a 1-year low of $203.17 and a 1-year high of $240.08. The firm’s fifty day simple moving average is $233.96 and its 200-day simple moving average is $226.85. The company has a market capitalization of $110.98 billion, a PE ratio of 23.32 and a beta of 0.82.

Vanguard Dividend Appreciation ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

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