Capital Advisors Wealth Management LLC Raises Stock Position in Vanguard Dividend Appreciation ETF $VIG

Capital Advisors Wealth Management LLC boosted its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 1.7% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 199,485 shares of the company’s stock after buying an additional 3,316 shares during the quarter. Vanguard Dividend Appreciation ETF makes up about 6.1% of Capital Advisors Wealth Management LLC’s holdings, making the stock its 2nd biggest holding. Capital Advisors Wealth Management LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $43,047,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Curio Wealth LLC increased its position in shares of Vanguard Dividend Appreciation ETF by 4,300.0% in the second quarter. Curio Wealth LLC now owns 132 shares of the company’s stock valued at $27,000 after acquiring an additional 129 shares during the period. Safe Harbor Fiduciary LLC purchased a new stake in shares of Vanguard Dividend Appreciation ETF during the first quarter worth about $31,000. Proathlete Wealth Management LLC bought a new stake in shares of Vanguard Dividend Appreciation ETF in the second quarter worth about $35,000. Flaharty Asset Management LLC bought a new stake in shares of Vanguard Dividend Appreciation ETF in the first quarter worth about $38,000. Finally, TFC Financial Management Inc. increased its holdings in Vanguard Dividend Appreciation ETF by 526.7% during the 2nd quarter. TFC Financial Management Inc. now owns 188 shares of the company’s stock valued at $39,000 after purchasing an additional 158 shares during the period.

Vanguard Dividend Appreciation ETF Price Performance

VIG opened at $222.39 on Friday. Vanguard Dividend Appreciation ETF has a one year low of $169.32 and a one year high of $224.59. The business has a 50 day simple moving average of $218.88 and a two-hundred day simple moving average of $212.66. The firm has a market capitalization of $100.82 billion, a price-to-earnings 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.