Avantax Planning Partners Inc. Trims Stock Holdings in Vanguard Dividend Appreciation ETF $VIG

Avantax Planning Partners Inc. lowered its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 1.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 234,504 shares of the company’s stock after selling 2,636 shares during the quarter. Vanguard Dividend Appreciation ETF accounts for 1.5% of Avantax Planning Partners Inc.’s portfolio, making the stock its 14th biggest holding. Avantax Planning Partners Inc. owned about 0.05% of Vanguard Dividend Appreciation ETF worth $50,604,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of the business. Laurel Wealth Advisors LLC boosted its stake in shares of Vanguard Dividend Appreciation ETF by 20,718.4% during the second quarter. Laurel Wealth Advisors LLC now owns 35,551,585 shares of the company’s stock valued at $7,276,343,000 after purchasing an additional 35,380,815 shares during the period. Wealthfront Advisers LLC lifted its holdings in Vanguard Dividend Appreciation ETF by 19.5% during the 2nd quarter. Wealthfront Advisers LLC now owns 9,089,642 shares of the company’s stock valued at $1,860,377,000 after buying an additional 1,486,369 shares in the last quarter. Corient Private Wealth LLC boosted its position in 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 buying an additional 887,305 shares during the period. Financial Gravity Companies Inc. bought a new position in Vanguard Dividend Appreciation ETF in the 2nd quarter worth about $131,375,000. Finally, Diversified Enterprises LLC grew its stake in 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 worth $138,168,000 after acquiring an additional 638,467 shares in the last quarter.

Vanguard Dividend Appreciation ETF Stock Performance

Shares of NYSEARCA:VIG opened at $223.14 on Monday. The firm’s 50 day simple moving average is $221.33 and its 200-day simple moving average is $215.77. Vanguard Dividend Appreciation ETF has a one year low of $169.32 and a one year high of $225.97. The firm has a market cap of $103.53 billion, a PE ratio of 23.32 and a beta of 0.85.

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.