Occidental Asset Management LLC Has $890,000 Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Occidental Asset Management LLC trimmed its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 9.8% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,874 shares of the company’s stock after selling 527 shares during the period. Occidental Asset Management LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $890,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Allspring Global Investments Holdings LLC bought a new position in Vanguard Dividend Appreciation ETF during the fourth quarter worth $31,000. Opal Wealth Advisors LLC acquired a new position in Vanguard Dividend Appreciation ETF in the 1st quarter valued at about $34,000. VisionPoint Advisory Group LLC bought a new position in Vanguard Dividend Appreciation ETF in the 4th quarter valued at about $38,000. Life Planning Partners Inc bought a new stake in shares of Vanguard Dividend Appreciation ETF during the fourth quarter worth approximately $42,000. Finally, VitalStone Financial LLC grew its position in shares of Vanguard Dividend Appreciation ETF by 435.7% in the third quarter. VitalStone Financial LLC now owns 300 shares of the company’s stock valued at $48,000 after purchasing an additional 244 shares during the last quarter.

Vanguard Dividend Appreciation ETF Price Performance

Vanguard Dividend Appreciation ETF stock traded down $0.24 during midday trading on Friday, hitting $182.55. The company’s stock had a trading volume of 933,765 shares, compared to its average volume of 913,857. The company has a market cap of $78.92 billion, a price-to-earnings ratio of 24.54 and a beta of 0.78. Vanguard Dividend Appreciation ETF has a 1-year low of $149.67 and a 1-year high of $186.30. The company has a 50-day moving average price of $180.94 and a two-hundred day moving average price of $177.07.

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.