ETFs

Atria Investments Reduces Stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Published March 12, 2025

Atria Investments Inc has decreased its position in the Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 4.6% in the fourth quarter, based on the latest information provided in its filing with the Securities and Exchange Commission (SEC). After selling 319 shares during this period, the fund holds a total of 6,685 shares of the ETF. As per the recent SEC filing, the value of Atria Investments' investment in Vanguard Dividend Appreciation ETF amounts to approximately $1,309,000.

In addition to Atria, several other institutional investors have also modified their positions in VIG recently. For instance, Peterson Financial Group Inc. entered into a new investment in Vanguard Dividend Appreciation ETF in the third quarter, with a stake valued at $29,000. Furthermore, Providence First Trust Co acquired shares worth $33,000 in the fourth quarter, while Comprehensive Financial Planning Inc. PA added a new position valued at $38,000 during the same time frame. Synergy Investment Management LLC also purchased a stake in the ETF worth about $39,000 in the fourth quarter. Additionally, Bank of New Hampshire significantly increased its investment by 244.4% in the fourth quarter, bringing its total holdings to 217 shares valued at $42,000 after acquiring an extra 154 shares.

Current Performance of Vanguard Dividend Appreciation ETF

As of the most recent trading session, Vanguard Dividend Appreciation ETF (VIG) opened at $193.39. The ETF boasts a market capitalization of $85.70 billion, a price-to-earnings (P/E) ratio of 25.31, and a beta statistic of 0.86, indicating lower volatility compared to the broader market. Over the past 52 weeks, VIG has experienced a low of $173.17 and a high of $205.24. Furthermore, the ETF's 50-day moving average price stands at $200.17, while its 200-day moving average price is $199.07.

Overview of Vanguard Dividend Appreciation ETF

The Vanguard Dividend Appreciation ETF is designed to reflect the investment performance of the Dividend Achievers Select Index. The ETF operates as an exchange-traded share class of the Vanguard Dividend Appreciation Index Fund, aiming to hold all the stocks within the index in roughly the same proportions as their respective weights in the index.

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Interested in other hedge funds holding VIG? Visit HoldingsChannel.com for the latest 13F filings and insider transactions related to Vanguard Dividend Appreciation ETF (NYSEARCA:VIG).

Atria, Vanguard, ETF