Cascade Wealth Advisors Inc Trims Stock Holdings in Vanguard Dividend Appreciation ETF $VIG

Cascade Wealth Advisors Inc cut its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 28.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,084 shares of the company’s stock after selling 15,780 shares during the quarter. Vanguard Dividend Appreciation ETF accounts for about 4.2% of Cascade Wealth Advisors Inc’s holdings, making the stock its 9th biggest holding. Cascade Wealth Advisors Inc’s holdings in Vanguard Dividend Appreciation ETF were worth $8,491,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Clear Investment Research LLC acquired a new stake in Vanguard Dividend Appreciation ETF during the 3rd quarter worth approximately $38,000. Washington Trust Advisors Inc. raised its stake in shares of Vanguard Dividend Appreciation ETF by 46.9% during the third quarter. Washington Trust Advisors Inc. now owns 188 shares of the company’s stock valued at $40,000 after acquiring an additional 60 shares during the last quarter. Stonehage Fleming Financial Services Holdings Ltd acquired a new position in shares of Vanguard Dividend Appreciation ETF during the third quarter worth $45,000. Delta Asset Management LLC TN bought a new stake in shares of Vanguard Dividend Appreciation ETF in the third quarter worth $48,000. Finally, Anfield Capital Management LLC grew its stake in shares of Vanguard Dividend Appreciation ETF by 62.5% in the second quarter. Anfield Capital Management LLC now owns 260 shares of the company’s stock worth $53,000 after purchasing an additional 100 shares during the last quarter.

Vanguard Dividend Appreciation ETF Trading Up 0.1%

Shares of VIG opened at $227.70 on Monday. The stock’s 50-day moving average price is $224.83 and its two-hundred day moving average price is $219.25. Vanguard Dividend Appreciation ETF has a 12 month low of $169.32 and a 12 month high of $230.53. The company has a market capitalization of $105.65 billion, a PE 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.