EverSource Wealth Advisors LLC Has $22.10 Million Stake in Vanguard Dividend Appreciation ETF $VIG

EverSource Wealth Advisors LLC reduced its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 7.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 107,971 shares of the company’s stock after selling 8,273 shares during the quarter. Vanguard Dividend Appreciation ETF accounts for about 1.0% of EverSource Wealth Advisors LLC’s investment portfolio, making the stock its 22nd largest holding. EverSource Wealth Advisors LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $22,098,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of the business. Trek Financial LLC raised its holdings in Vanguard Dividend Appreciation ETF by 9.7% during the 2nd quarter. Trek Financial LLC now owns 62,684 shares of the company’s stock worth $12,829,000 after buying an additional 5,519 shares during the period. Plan Group Financial LLC boosted its holdings in shares of Vanguard Dividend Appreciation ETF by 16.0% in the second quarter. Plan Group Financial LLC now owns 19,230 shares of the company’s stock valued at $3,936,000 after buying an additional 2,651 shares during the period. CW Advisors LLC increased its position in shares of Vanguard Dividend Appreciation ETF by 3.1% during the second quarter. CW Advisors LLC now owns 346,053 shares of the company’s stock worth $70,827,000 after acquiring an additional 10,561 shares in the last quarter. JT Stratford LLC increased its position in shares of Vanguard Dividend Appreciation ETF by 14.9% during the second quarter. JT Stratford LLC now owns 124,045 shares of the company’s stock worth $25,388,000 after acquiring an additional 16,120 shares in the last quarter. Finally, KilterHowling LLC raised its holdings in shares of Vanguard Dividend Appreciation ETF by 1.6% during the second quarter. KilterHowling LLC now owns 128,232 shares of the company’s stock worth $26,245,000 after acquiring an additional 2,067 shares during the period.

Vanguard Dividend Appreciation ETF Trading Up 0.7%

VIG opened at $221.87 on Thursday. The stock has a market capitalization of $100.59 billion, a P/E ratio of 23.32 and a beta of 0.85. Vanguard Dividend Appreciation ETF has a 12 month low of $169.32 and a 12 month high of $222.81. The firm’s fifty day simple moving average is $217.21 and its 200 day simple moving average is $210.12.

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.