Claro Advisors LLC Increases Stake in Vanguard Dividend Appreciation ETF

On October 20, 2024, it was reported that Claro Advisors LLC has increased its investment in the Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 10.6% during the third quarter, as revealed in the latest 13F filing with the Securities and Exchange Commission. Following this adjustment, Claro Advisors now owns 3,937 shares of the ETF, having purchased an additional 376 shares in the reporting period. The total value of Claro Advisors' holdings in the Vanguard Dividend Appreciation ETF is approximately $780,000.

Several other institutional investors have also made changes to their positions in the Vanguard Dividend Appreciation ETF. Cordant Inc. established a new stake in the ETF valued at $64,000 during the third quarter. Meanwhile, Onyx Bridge Wealth Group LLC raised its position in the ETF by 0.4%, bringing its total holdings to 82,093 shares valued at $16,259,000 after acquiring an additional 308 shares. Bar Harbor Wealth Management also entered a new investment in the ETF worth about $240,000 during the same period.

Secure Asset Management LLC increased its stake in the Vanguard Dividend Appreciation ETF by 15.1%, with a total of 18,392 shares valued at $3,643,000 following the purchase of 2,406 additional shares in the last quarter. Additionally, Rockwood Wealth Management LLC raised its position in the ETF by 5.6%, owning 3,516 shares valued at $696,000 after acquiring 185 more shares.

Recent Performance of Vanguard Dividend Appreciation ETF

As of Friday, the Vanguard Dividend Appreciation ETF was trading up by 0.2% with the stock opening at $201.52. The ETF has a 50-day moving average of $195.29 and a 200-day moving average of $186.66. The ETF has a market capitalization of $87.12 billion, a price-to-earnings ratio of 24.54, and a beta of 0.78. Over the past year, the ETF reached a low of $149.67 and a high of $201.85.

Overview of Vanguard Dividend Appreciation ETF

The Vanguard Dividend Appreciation ETF is designed to follow the investment performance of the Dividend Achievers Select Index. It is an exchange-traded share class of the Vanguard Dividend Appreciation Index Fund. The ETF holds stocks that comprise the index in proportions that reflect their respective weightings.

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To track what other hedge funds are doing with Vanguard Dividend Appreciation ETF, visit HoldingsChannel.com for the latest 13F filings and insider trades.

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