Annex Advisory Services LLC Has $20.05 Million Position in Vanguard Dividend Appreciation ETF $VIG

Annex Advisory Services LLC reduced its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 5.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 91,233 shares of the company’s stock after selling 4,849 shares during the period. Annex Advisory Services LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $20,051,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Corient Private Wealth LLC raised its holdings in shares of Vanguard Dividend Appreciation ETF by 102.8% in 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 during the period. Diversified Enterprises LLC raised its holdings in shares of Vanguard Dividend Appreciation ETF by 35,003.7% in the 3rd quarter. Diversified Enterprises LLC now owns 640,291 shares of the company’s stock valued at $138,168,000 after purchasing an additional 638,467 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC bought a new stake in shares of Vanguard Dividend Appreciation ETF in the 3rd quarter valued at about $134,718,000. Wealthfront Advisers LLC raised its holdings in shares of Vanguard Dividend Appreciation ETF by 5.5% in the 3rd quarter. Wealthfront Advisers LLC now owns 9,592,106 shares of the company’s stock valued at $2,069,881,000 after purchasing an additional 502,464 shares during the period. Finally, Orion Porfolio Solutions LLC raised its holdings in shares of Vanguard Dividend Appreciation ETF by 2,949.7% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 392,738 shares of the company’s stock valued at $80,382,000 after purchasing an additional 379,860 shares during the period.

Vanguard Dividend Appreciation ETF Stock Performance

Shares of VIG stock opened at $223.87 on Wednesday. The firm’s 50-day moving average is $221.84 and its 200-day moving average is $220.59. The stock has a market cap of $103.31 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.

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