Shira Ridge Wealth Management Has $2.07 Million Stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Shira Ridge Wealth Management increased its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 1.1% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,745 shares of the company’s stock after acquiring an additional 143 shares during the quarter. Vanguard Dividend Appreciation ETF accounts for approximately 1.3% of Shira Ridge Wealth Management’s portfolio, making the stock its 21st largest position. Shira Ridge Wealth Management’s holdings in Vanguard Dividend Appreciation ETF were worth $2,070,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Kohmann Bosshard Financial Services LLC grew its stake in shares of Vanguard Dividend Appreciation ETF by 1.8% in the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 209,389 shares of the company’s stock valued at $32,274,000 after buying an additional 3,670 shares during the period. Relative Value Partners Group LLC raised its position in shares of Vanguard Dividend Appreciation ETF by 14.1% during the first quarter. Relative Value Partners Group LLC now owns 1,696 shares of the company’s stock worth $261,000 after purchasing an additional 209 shares during the period. Capital Investment Advisory Services LLC lifted its holdings in shares of Vanguard Dividend Appreciation ETF by 20.7% in the 1st quarter. Capital Investment Advisory Services LLC now owns 7,778 shares of the company’s stock worth $1,198,000 after purchasing an additional 1,334 shares in the last quarter. AE Wealth Management LLC grew its position in Vanguard Dividend Appreciation ETF by 24.2% in the 2nd quarter. AE Wealth Management LLC now owns 114,187 shares of the company’s stock valued at $18,547,000 after purchasing an additional 22,218 shares during the period. Finally, Gallagher Benefit Services Inc. acquired a new stake in Vanguard Dividend Appreciation ETF in the 4th quarter valued at $245,000.

Vanguard Dividend Appreciation ETF Trading Up 0.0 %

VIG opened at $161.57 on Tuesday. Vanguard Dividend Appreciation ETF has a 1-year low of $132.64 and a 1-year high of $167.33. The company has a market cap of $69.02 billion, a price-to-earnings ratio of 20.10 and a beta of 0.85. The company’s fifty day moving average price is $162.99 and its two-hundred day moving average price is $158.06.

Vanguard Dividend Appreciation ETF Company 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.