Compass Financial Group Inc. Ohio Takes Position in Vanguard Dividend Appreciation ETF $VIG

Compass Financial Group Inc. Ohio bought a new stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 32,242 shares of the company’s stock, valued at approximately $7,086,000. Vanguard Dividend Appreciation ETF accounts for 5.2% of Compass Financial Group Inc. Ohio’s investment portfolio, making the stock its 3rd biggest position.

Several other large investors have also recently added to or reduced their stakes in VIG. Bank of America Corp DE lifted its holdings in shares of Vanguard Dividend Appreciation ETF by 16.2% in the 4th quarter. Bank of America Corp DE now owns 24,739,680 shares of the company’s stock valued at $5,437,287,000 after purchasing an additional 3,448,292 shares during the last quarter. M&T Bank Corp increased its position in Vanguard Dividend Appreciation ETF by 659.0% during the fourth quarter. M&T Bank Corp now owns 1,212,203 shares of the company’s stock worth $266,418,000 after buying an additional 1,052,498 shares in the last quarter. Corient Private Wealth LLC raised its stake in Vanguard Dividend Appreciation ETF by 102.8% in the 2nd quarter. Corient Private Wealth LLC now owns 1,750,677 shares of the company’s stock valued at $358,334,000 after purchasing an additional 887,305 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC acquired a new position in shares of Vanguard Dividend Appreciation ETF in the third quarter valued at approximately $134,718,000. Finally, Orion Porfolio Solutions LLC boosted its stake in Vanguard Dividend Appreciation ETF by 2,949.7% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 392,738 shares of the company’s stock worth $80,382,000 after buying an additional 379,860 shares during the last quarter.

Vanguard Dividend Appreciation ETF Stock Performance

NYSEARCA VIG opened at $235.19 on Friday. The company’s 50 day moving average price is $230.32 and its 200 day moving average price is $225.04. Vanguard Dividend Appreciation ETF has a one year low of $198.37 and a one year high of $238.10. The firm has a market capitalization of $108.54 billion, a price-to-earnings ratio of 23.32 and a beta of 0.82.

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. The Vanguard Group, Inc, through its Quantitative Equity Group, serves as the investment advisor of the Fund.