ETFs

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

Published March 12, 2025

Atria Investments Inc has decreased its holdings in the Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 4.6% during the fourth quarter of the fiscal year, as detailed in its latest filing with the Securities and Exchange Commission. Following the sale of 319 shares, the fund now possesses a total of 6,685 shares in the ETF, valued at approximately $1,309,000.

In addition to Atria Investments Inc, several other institutional investors have made adjustments to their stakes in the Vanguard Dividend Appreciation ETF. For instance, Peterson Financial Group Inc. established a new position in VIG during the third quarter, valued at $29,000. Providence First Trust Co and Comprehensive Financial Planning Inc. PA also acquired new stakes in the ETF, worth $33,000 and $38,000 respectively, in the fourth quarter. Synergy Investment Management LLC made a new investment in the same quarter valued around $39,000. Moreover, Bank of New Hampshire significantly increased its position by 244.4%, now holding 217 shares valued at $42,000 after acquiring 154 additional shares in the last quarter.

Recent Stock Performance of Vanguard Dividend Appreciation ETF

As of Wednesday, shares of the Vanguard Dividend Appreciation ETF opened at $193.39. This ETF boasts a market capitalization of $85.70 billion, a price-to-earnings (P/E) ratio of 25.31, and a beta value of 0.86. Over the last year, the ETF has reached a low of $173.17 and a high of $205.24. Its 50-day moving average stands at $200.17, while the 200-day moving average is $199.07.

Overview of Vanguard Dividend Appreciation ETF

The Vanguard Dividend Appreciation ETF aims to replicate the investment performance of the Dividend Achievers Select Index. It is an exchange-traded fund that holds all stocks in the index approximately in the same proportions as their respective weightings.

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Atria, Investments, Vanguard, ETF, VIG