Windward Private Wealth Management Inc. Decreases Stock Position in Vanguard Dividend Appreciation ETF $VIG

Windward Private Wealth Management Inc. decreased its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 0.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 37,716 shares of the company’s stock after selling 150 shares during the period. Vanguard Dividend Appreciation ETF comprises about 2.8% of Windward Private Wealth Management Inc.’s investment portfolio, making the stock its 8th biggest position. Windward Private Wealth Management Inc.’s holdings in Vanguard Dividend Appreciation ETF were worth $7,719,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Grey Fox Wealth Advisors LLC increased its holdings in shares of Vanguard Dividend Appreciation ETF by 12.4% in the 1st quarter. Grey Fox Wealth Advisors LLC now owns 3,138 shares of the company’s stock worth $609,000 after buying an additional 346 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its holdings in shares of Vanguard Dividend Appreciation ETF by 12.8% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 1,413,464 shares of the company’s stock worth $274,198,000 after buying an additional 160,813 shares during the last quarter. Accredited Wealth Management LLC increased its holdings in shares of Vanguard Dividend Appreciation ETF by 10.0% in the 1st quarter. Accredited Wealth Management LLC now owns 25,022 shares of the company’s stock worth $4,854,000 after buying an additional 2,270 shares during the last quarter. Country Club Bank increased its holdings in shares of Vanguard Dividend Appreciation ETF by 5.5% in the 1st quarter. Country Club Bank now owns 67,232 shares of the company’s stock worth $12,905,000 after buying an additional 3,515 shares during the last quarter. Finally, Capital & Planning LLC increased its holdings in shares of Vanguard Dividend Appreciation ETF by 4.2% in the 2nd quarter. Capital & Planning LLC now owns 20,151 shares of the company’s stock worth $4,142,000 after buying an additional 818 shares during the last quarter.

Vanguard Dividend Appreciation ETF Price Performance

Shares of NYSEARCA:VIG opened at $217.79 on Friday. Vanguard Dividend Appreciation ETF has a one year low of $169.32 and a one year high of $218.92. The company’s fifty day moving average price is $211.64 and its 200-day moving average price is $201.49. The firm has a market capitalization of $98.81 billion, a price-to-earnings ratio of 23.32 and a beta of 0.85.

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.