Cauble & Harre Wealth Management Inc. Makes New $2.20 Million Investment in Vanguard Dividend Appreciation ETF $VIG

Cauble & Harre Wealth Management Inc. bought a new position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 10,030 shares of the company’s stock, valued at approximately $2,204,000. Vanguard Dividend Appreciation ETF comprises about 1.8% of Cauble & Harre Wealth Management Inc.’s portfolio, making the stock its 16th largest position.

A number of other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC raised its position in shares of Vanguard Dividend Appreciation ETF by 92.5% during the fourth quarter. Brighton Jones LLC now owns 34,563 shares of the company’s stock worth $6,768,000 after acquiring an additional 16,606 shares during the last quarter. Revolve Wealth Partners LLC raised its position in shares of Vanguard Dividend Appreciation ETF by 12.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,066 shares of the company’s stock worth $992,000 after acquiring an additional 577 shares during the last quarter. Russell Investments Group Ltd. raised its position in shares of Vanguard Dividend Appreciation ETF by 4.7% during the second quarter. Russell Investments Group Ltd. now owns 3,218 shares of the company’s stock worth $659,000 after acquiring an additional 143 shares during the last quarter. First Trust Advisors LP raised its position in shares of Vanguard Dividend Appreciation ETF by 87.1% during the second quarter. First Trust Advisors LP now owns 4,826 shares of the company’s stock worth $988,000 after acquiring an additional 2,246 shares during the last quarter. Finally, Gamco Investors INC. ET AL bought a new stake in shares of Vanguard Dividend Appreciation ETF during the second quarter worth $993,000.

Vanguard Dividend Appreciation ETF Stock Down 0.6%

VIG stock opened at $229.39 on Friday. The company has a market cap of $105.86 billion, a P/E ratio of 23.32 and a beta of 0.82. Vanguard Dividend Appreciation ETF has a twelve month low of $193.01 and a twelve month high of $231.32. The business has a fifty day moving average of $221.95 and a 200-day moving average of $222.18.

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.