Atria Investments Adjusts Holdings in Vanguard Dividend Appreciation ETF

Atria Investments Inc. has reduced its investment in the Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 4.6% during the fourth quarter, as reported in their latest filing with the Securities and Exchange Commission. Following this adjustment, the fund currently holds 6,685 shares of the ETF, having sold 319 shares during the quarter. According to the most recent filing, Atria Investments Inc.'s holdings in the Vanguard Dividend Appreciation ETF are valued at approximately $1,309,000.

In addition to Atria Investments Inc., other institutional investors have also been adjusting their positions in the Vanguard Dividend Appreciation ETF. Peterson Financial Group Inc. entered a new position in the ETF during the third quarter, valued at $29,000. Providence First Trust Co. acquired shares in the fourth quarter worth $33,000, while Comprehensive Financial Planning Inc. PA added stakes valued at $38,000 during the same period. Synergy Investment Management LLC purchased shares worth about $39,000, and Bank of New Hampshire increased its holdings in the ETF by 244.4%, owning 217 shares valued at $42,000 after acquiring an additional 154 shares in the last quarter.

Recent Performance of Vanguard Dividend Appreciation ETF

As of Wednesday, the Vanguard Dividend Appreciation ETF was trading at $193.39, reflecting a decrease of 1.4%. The ETF has a market capitalization of $85.70 billion, a P/E ratio of 25.31, and a beta of 0.86. It has recorded a 52-week low of $173.17 and a 52-week high of $205.24. Its 50-day moving average price stands at $200.17, while the 200-day moving average price 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. As an exchange-traded fund, it holds stocks in accordance with their respective weights in the index, thereby providing exposure to high-quality dividend-paying companies.

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For more insights on hedge funds investing in VIG, visit HoldingsChannel.com for the latest filings and trades regarding the Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report).

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Atria, Investments, ETF