Cascade Financial Partners LLC Raises Stock Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Cascade Financial Partners LLC boosted its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 2.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 45,611 shares of the company’s stock after acquiring an additional 1,232 shares during the quarter. Vanguard Dividend Appreciation ETF comprises about 1.2% of Cascade Financial Partners LLC’s investment portfolio, making the stock its 18th biggest position. Cascade Financial Partners LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $8,932,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Peterson Financial Group Inc. purchased a new stake in shares of Vanguard Dividend Appreciation ETF in the third quarter valued at $29,000. Providence First Trust Co purchased a new stake in Vanguard Dividend Appreciation ETF in the 4th quarter worth about $33,000. Comprehensive Financial Planning Inc. PA purchased a new position in shares of Vanguard Dividend Appreciation ETF during the fourth quarter valued at approximately $38,000. Synergy Investment Management LLC bought a new position in shares of Vanguard Dividend Appreciation ETF during the fourth quarter valued at approximately $39,000. Finally, Bank of New Hampshire raised its holdings in shares of Vanguard Dividend Appreciation ETF by 244.4% in the fourth quarter. Bank of New Hampshire now owns 217 shares of the company’s stock worth $42,000 after buying an additional 154 shares during the period.

Vanguard Dividend Appreciation ETF Trading Down 1.4 %

Shares of VIG opened at $193.39 on Wednesday. The firm has a fifty day moving average price of $200.17 and a 200-day moving average price of $199.07. The firm has a market capitalization of $85.70 billion, a P/E ratio of 25.31 and a beta of 0.86. Vanguard Dividend Appreciation ETF has a 12-month low of $173.17 and a 12-month high of $205.24.

Vanguard Dividend Appreciation ETF 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.