Circle Wealth Management LLC Boosts Stock Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Circle Wealth Management LLC raised its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 6.8% during the 3rd quarter, HoldingsChannel reports. The firm owned 67,683 shares of the company’s stock after acquiring an additional 4,300 shares during the period. Vanguard Dividend Appreciation ETF accounts for 0.3% of Circle Wealth Management LLC’s portfolio, making the stock its 23rd biggest position. Circle Wealth Management LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $13,405,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the stock. Family Firm Inc. acquired a new stake in Vanguard Dividend Appreciation ETF in the second quarter valued at about $25,000. 1620 Investment Advisors Inc. purchased a new position in shares of Vanguard Dividend Appreciation ETF during the 2nd quarter worth approximately $26,000. Peterson Financial Group Inc. acquired a new stake in shares of Vanguard Dividend Appreciation ETF in the 3rd quarter valued at approximately $29,000. Providence Capital Advisors LLC purchased a new stake in shares of Vanguard Dividend Appreciation ETF in the second quarter valued at approximately $33,000. Finally, HighMark Wealth Management LLC boosted its stake in shares of Vanguard Dividend Appreciation ETF by 371.8% in the second quarter. HighMark Wealth Management LLC now owns 184 shares of the company’s stock valued at $34,000 after buying an additional 145 shares in the last quarter.

Vanguard Dividend Appreciation ETF Stock Performance

NYSEARCA:VIG opened at $204.68 on Friday. Vanguard Dividend Appreciation ETF has a 1 year low of $163.03 and a 1 year high of $205.20. The stock has a fifty day moving average price of $199.32 and a two-hundred day moving average price of $191.34. The stock has a market capitalization of $88.49 billion, a price-to-earnings ratio of 24.54 and a beta of 0.78.

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.