Helen Stephens Group LLC Cuts Stock Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Helen Stephens Group LLC cut its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 53.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 37,682 shares of the company’s stock after selling 43,879 shares during the period. Vanguard Dividend Appreciation ETF makes up 2.2% of Helen Stephens Group LLC’s portfolio, making the stock its 12th largest position. Helen Stephens Group LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $7,379,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Embree Financial Group increased its stake in shares of Vanguard Dividend Appreciation ETF by 0.3% during the third quarter. Embree Financial Group now owns 18,010 shares of the company’s stock valued at $3,567,000 after purchasing an additional 50 shares in the last quarter. JGP Wealth Management LLC grew its position in Vanguard Dividend Appreciation ETF by 1.5% during the third quarter. JGP Wealth Management LLC now owns 3,502 shares of the company’s stock valued at $694,000 after buying an additional 51 shares during the period. Ascent Group LLC raised its holdings in Vanguard Dividend Appreciation ETF by 1.7% in the 2nd quarter. Ascent Group LLC now owns 3,154 shares of the company’s stock worth $576,000 after purchasing an additional 53 shares during the period. Bruce G. Allen Investments LLC lifted its position in shares of Vanguard Dividend Appreciation ETF by 3.9% during the 4th quarter. Bruce G. Allen Investments LLC now owns 1,425 shares of the company’s stock valued at $279,000 after buying an additional 53 shares in the last quarter. Finally, Alterna Wealth Management Inc. increased its stake in shares of Vanguard Dividend Appreciation ETF by 1.6% in the third quarter. Alterna Wealth Management Inc. now owns 3,440 shares of the company’s stock worth $681,000 after purchasing an additional 54 shares in the last quarter.

Vanguard Dividend Appreciation ETF Stock Performance

VIG stock opened at $199.15 on Friday. The company has a market capitalization of $86.10 billion, a PE ratio of 24.54 and a beta of 0.78. Vanguard Dividend Appreciation ETF has a one year low of $169.06 and a one year high of $205.20. The company’s fifty day moving average price is $199.56 and its 200-day moving average price is $195.10.

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.