Capital Planning LLC Boosts Stock Position in Vanguard Dividend Appreciation ETF $VIG

Capital Planning LLC lifted its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 17.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 25,527 shares of the company’s stock after acquiring an additional 3,742 shares during the quarter. Vanguard Dividend Appreciation ETF makes up approximately 1.8% of Capital Planning LLC’s holdings, making the stock its 19th biggest position. Capital Planning LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $5,490,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its stake in shares of Vanguard Dividend Appreciation ETF by 92.5% during the 4th quarter. Brighton Jones LLC now owns 34,563 shares of the company’s stock valued at $6,768,000 after buying an additional 16,606 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in Vanguard Dividend Appreciation ETF by 12.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,066 shares of the company’s stock worth $992,000 after buying an additional 577 shares in the last quarter. Russell Investments Group Ltd. raised its holdings in Vanguard Dividend Appreciation ETF by 4.7% during the second quarter. Russell Investments Group Ltd. now owns 3,218 shares of the company’s stock valued at $659,000 after acquiring an additional 143 shares during the period. First Trust Advisors LP raised its holdings in Vanguard Dividend Appreciation ETF by 87.1% during the second quarter. First Trust Advisors LP now owns 4,826 shares of the company’s stock valued at $988,000 after acquiring an additional 2,246 shares during the period. Finally, Gamco Investors INC. ET AL purchased a new position in shares of Vanguard Dividend Appreciation ETF in the second quarter valued at about $993,000.

Vanguard Dividend Appreciation ETF Stock Down 0.6%

NYSEARCA VIG opened at $237.41 on Thursday. The firm has a market cap of $110.49 billion, a price-to-earnings ratio of 23.32 and a beta of 0.82. The business has a 50-day moving average price of $233.24 and a 200-day moving average price of $226.47. Vanguard Dividend Appreciation ETF has a twelve month low of $203.17 and a twelve month high of $240.08.

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