Atria Investments Inc Reduces Holdings in Vanguard Dividend Appreciation ETF

Atria Investments Inc has decreased its stake in the Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 4.6% during the fourth quarter, as indicated by its latest filing with the Securities & Exchange Commission. Following the sale of 319 shares in the quarter, the fund currently holds 6,685 shares of the ETF, which are valued at approximately $1,309,000 according to the recent SEC documentation.

In addition to Atria Investments, several other institutional investors have also adjusted their positions in the Vanguard Dividend Appreciation ETF recently. For instance, Peterson Financial Group Inc. took a new position in the third quarter, amounting to a value of $29,000. Providence First Trust Co also bought a new stake during the fourth quarter, valued at $33,000. Furthermore, Comprehensive Financial Planning Inc. acquired shares in the ETF for $38,000 in the same quarter. Synergy Investment Management LLC similarly purchased new shares valued at around $39,000. Moreover, Bank of New Hampshire increased its holdings by an impressive 244.4% during the fourth quarter and now owns 217 shares worth $42,000 after acquiring an additional 154 shares in the last quarter.

Current Performance of Vanguard Dividend Appreciation ETF

As of Wednesday, Vanguard Dividend Appreciation ETF shares opened at $193.39. The ETF boasts a market capitalization of $85.70 billion, with a price-to-earnings (P/E) ratio of 25.31, and a beta of 0.86. The ETF’s price has varied between $173.17 and $205.24 over the past 52 weeks. Additionally, the 50-day moving average price is recorded at $200.17, with a 200-day moving average of $199.07.

About Vanguard Dividend Appreciation ETF

The Vanguard Dividend Appreciation ETF aims to track the investment performance of the Dividend Achievers Select Index. It is an exchange-traded share class of the Vanguard Dividend Appreciation Index Fund. This fund holds stocks in the index in similar proportions to their weightings within the index, enabling investors to gain exposure to companies that have a history of increasing dividends.

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For those interested in insights on hedge fund holdings, visiting a relevant website would provide the latest 13F filings and insider trades related to the Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report).

Atria, Investments, Vanguard