Shira Ridge Wealth Management Sells 9,565 Shares of Vanguard Dividend Appreciation ETF $VIG

Shira Ridge Wealth Management lowered its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 35.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,100 shares of the company’s stock after selling 9,565 shares during the quarter. Vanguard Dividend Appreciation ETF makes up 1.5% of Shira Ridge Wealth Management’s portfolio, making the stock its 20th biggest holding. Shira Ridge Wealth Management’s holdings in Vanguard Dividend Appreciation ETF were worth $3,758,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Websterrogers Financial Advisors LLC increased its holdings in shares of Vanguard Dividend Appreciation ETF by 6.7% in the third quarter. Websterrogers Financial Advisors LLC now owns 57,998 shares of the company’s stock worth $12,515,000 after purchasing an additional 3,638 shares during the last quarter. Crane Advisory LLC boosted its stake in Vanguard Dividend Appreciation ETF by 2.3% during the third quarter. Crane Advisory LLC now owns 137,804 shares of the company’s stock valued at $29,880,000 after buying an additional 3,080 shares during the last quarter. Carnegie Investment Counsel grew its holdings in Vanguard Dividend Appreciation ETF by 4.0% during the 3rd quarter. Carnegie Investment Counsel now owns 108,888 shares of the company’s stock valued at $23,497,000 after buying an additional 4,238 shares in the last quarter. Jones Financial Companies Lllp grew its holdings in Vanguard Dividend Appreciation ETF by 10.6% during the 3rd quarter. Jones Financial Companies Lllp now owns 1,542,835 shares of the company’s stock valued at $332,335,000 after buying an additional 147,254 shares in the last quarter. Finally, Baron Silver Stevens Financial Advisors LLC grew its holdings in Vanguard Dividend Appreciation ETF by 4.4% during the 3rd quarter. Baron Silver Stevens Financial Advisors LLC now owns 174,849 shares of the company’s stock valued at $37,731,000 after buying an additional 7,443 shares in the last quarter.

Vanguard Dividend Appreciation ETF Price Performance

NYSEARCA:VIG opened at $215.25 on Wednesday. The company has a market cap of $99.87 billion, a price-to-earnings ratio of 23.32 and a beta of 0.85. Vanguard Dividend Appreciation ETF has a 1 year low of $169.32 and a 1 year high of $230.53. The stock’s 50 day simple moving average is $223.95 and its two-hundred day simple moving average is $220.36.

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.