Circle Wealth Management LLC Has $15.93 Million Holdings in Vanguard Dividend Appreciation ETF $VIG

Circle Wealth Management LLC raised its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 9.7% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 73,810 shares of the company’s stock after buying an additional 6,510 shares during the period. Vanguard Dividend Appreciation ETF comprises 0.3% of Circle Wealth Management LLC’s holdings, making the stock its 28th largest position. Circle Wealth Management LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $15,927,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in VIG. Clear Investment Research LLC bought a new stake in shares of Vanguard Dividend Appreciation ETF in the 3rd quarter valued at about $38,000. Washington Trust Advisors Inc. boosted its stake in Vanguard Dividend Appreciation ETF by 46.9% during the 3rd quarter. Washington Trust Advisors Inc. now owns 188 shares of the company’s stock worth $40,000 after acquiring an additional 60 shares during the last quarter. Stonehage Fleming Financial Services Holdings Ltd bought a new position in Vanguard Dividend Appreciation ETF during the 3rd quarter worth approximately $45,000. Delta Asset Management LLC TN acquired a new position in Vanguard Dividend Appreciation ETF during the third quarter valued at approximately $48,000. Finally, Ulland Investment Advisors LLC acquired a new position in Vanguard Dividend Appreciation ETF during the third quarter valued at approximately $52,000.

Vanguard Dividend Appreciation ETF Stock Performance

Shares of NYSEARCA:VIG opened at $217.54 on Friday. The company has a 50 day moving average price of $225.05 and a two-hundred day moving average price of $220.06. The company has a market capitalization of $100.93 billion, a PE ratio of 23.32 and a beta of 0.85. Vanguard Dividend Appreciation ETF has a 52 week low of $169.32 and a 52 week high of $230.53.

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.