Vanguard Dividend Appreciation ETF $VIG is Capital Advisors Wealth Management LLC’s 2nd Largest Position

Capital Advisors Wealth Management LLC grew its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 3.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 206,552 shares of the company’s stock after purchasing an additional 7,067 shares during the period. Vanguard Dividend Appreciation ETF comprises approximately 6.2% of Capital Advisors Wealth Management LLC’s investment portfolio, making the stock its 2nd largest holding. Capital Advisors Wealth Management LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $45,396,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Oliver Luxxe Assets LLC increased its holdings in shares of Vanguard Dividend Appreciation ETF by 0.4% during the 3rd quarter. Oliver Luxxe Assets LLC now owns 12,454 shares of the company’s stock valued at $2,687,000 after purchasing an additional 46 shares in the last quarter. Essex LLC boosted its holdings in Vanguard Dividend Appreciation ETF by 0.8% during the fourth quarter. Essex LLC now owns 5,915 shares of the company’s stock worth $1,300,000 after buying an additional 46 shares in the last quarter. Cornerstone Wealth Group LLC grew its position in Vanguard Dividend Appreciation ETF by 3.2% during the third quarter. Cornerstone Wealth Group LLC now owns 1,498 shares of the company’s stock valued at $323,000 after buying an additional 47 shares during the period. Firethorn Wealth Partners LLC grew its position in Vanguard Dividend Appreciation ETF by 3.9% during the third quarter. Firethorn Wealth Partners LLC now owns 1,271 shares of the company’s stock valued at $274,000 after buying an additional 48 shares during the period. Finally, LJI Wealth Management LLC increased its holdings in Vanguard Dividend Appreciation ETF by 2.8% in the third quarter. LJI Wealth Management LLC now owns 1,743 shares of the company’s stock valued at $376,000 after buying an additional 48 shares in the last quarter.

Vanguard Dividend Appreciation ETF Stock Performance

Shares of Vanguard Dividend Appreciation ETF stock opened at $216.02 on Monday. The firm has a 50-day simple moving average of $222.36 and a two-hundred day simple moving average of $220.33. Vanguard Dividend Appreciation ETF has a fifty-two week low of $169.32 and a fifty-two week high of $230.53. The company has a market cap of $99.55 billion, a P/E ratio of 23.32 and a beta of 0.85.

About Vanguard Dividend Appreciation ETF

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.