Next Level Wealth Planning LLC Lowers Stock Holdings in Vanguard Dividend Appreciation ETF $VIG

Next Level Wealth Planning LLC cut its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 3.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,589 shares of the company’s stock after selling 105 shares during the quarter. Vanguard Dividend Appreciation ETF makes up approximately 0.3% of Next Level Wealth Planning LLC’s holdings, making the stock its 24th biggest holding. Next Level Wealth Planning LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $530,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of VIG. Penobscot Investment Management Company Inc. raised its holdings in shares of Vanguard Dividend Appreciation ETF by 4.2% in the second quarter. Penobscot Investment Management Company Inc. now owns 2,480 shares of the company’s stock valued at $508,000 after acquiring an additional 100 shares in the last quarter. Grey Fox Wealth Advisors LLC raised 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 valued at $609,000 after purchasing an additional 346 shares in the last quarter. Wealth Enhancement Advisory Services LLC lifted its position 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 purchasing an additional 160,813 shares during the period. Accredited Wealth Management LLC lifted its position 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 purchasing an additional 2,270 shares during the period. Finally, Country Club Bank boosted its stake in shares of Vanguard Dividend Appreciation ETF by 5.5% during the first quarter. Country Club Bank now owns 67,232 shares of the company’s stock valued at $12,905,000 after purchasing an additional 3,515 shares in the last quarter.

Vanguard Dividend Appreciation ETF Stock Up 0.4%

Shares of VIG stock opened at $217.79 on Monday. The firm has a market cap of $98.81 billion, a price-to-earnings ratio of 23.32 and a beta of 0.85. Vanguard Dividend Appreciation ETF has a 52-week low of $169.32 and a 52-week high of $218.92. The company’s 50 day moving average is $211.64 and its 200 day moving average is $201.59.

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.