Circle Wealth Management LLC Has $15.93 Million Stock Holdings in Vanguard Dividend Appreciation ETF $VIG

Circle Wealth Management LLC raised its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 9.7% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 73,810 shares of the company’s stock after buying an additional 6,510 shares during the period. Vanguard Dividend Appreciation ETF comprises approximately 0.3% of Circle Wealth Management LLC’s holdings, making the stock its 28th largest holding. Circle Wealth Management LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $15,927,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in VIG. Clark Capital Management Group Inc. bought a new stake in Vanguard Dividend Appreciation ETF during the 3rd quarter worth about $484,000. Bank of Nova Scotia bought a new position in shares of Vanguard Dividend Appreciation ETF in the 3rd quarter valued at about $10,790,000. Brass Tax Wealth Management Inc. boosted its stake in shares of Vanguard Dividend Appreciation ETF by 26.7% in the 3rd quarter. Brass Tax Wealth Management Inc. now owns 1,647 shares of the company’s stock valued at $356,000 after purchasing an additional 347 shares during the last quarter. Creative Planning grew its position in shares of Vanguard Dividend Appreciation ETF by 2.3% during the 3rd quarter. Creative Planning now owns 1,117,273 shares of the company’s stock worth $241,096,000 after buying an additional 24,832 shares during the period. Finally, AQR Capital Management LLC grew its position in shares of Vanguard Dividend Appreciation ETF by 31.2% during the 3rd quarter. AQR Capital Management LLC now owns 134,436 shares of the company’s stock worth $29,010,000 after buying an additional 31,952 shares during the period.

Vanguard Dividend Appreciation ETF Price Performance

VIG opened at $217.54 on Friday. The firm has a 50 day simple moving average of $225.05 and a 200 day simple moving average of $220.06. Vanguard Dividend Appreciation ETF has a fifty-two week low of $169.32 and a fifty-two week high of $230.53. The company has a market cap of $100.93 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. The Vanguard Group, Inc, through its Quantitative Equity Group, serves as the investment advisor of the Fund.