Evergreen Wealth Management LLC Has $14.51 Million Holdings in Vanguard Dividend Appreciation ETF $VIG

Evergreen Wealth Management LLC grew its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 6.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 66,018 shares of the company’s stock after acquiring an additional 4,033 shares during the quarter. Vanguard Dividend Appreciation ETF makes up approximately 7.3% of Evergreen Wealth Management LLC’s holdings, making the stock its largest position. Evergreen Wealth Management LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $14,509,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Jones Financial Companies Lllp grew its position in shares of Vanguard Dividend Appreciation ETF by 10.6% during the 3rd quarter. Jones Financial Companies Lllp now owns 1,542,835 shares of the company’s stock valued at $332,335,000 after buying an additional 147,254 shares during the last quarter. MOR Wealth Management LLC bought a new stake in shares of Vanguard Dividend Appreciation ETF during the 4th quarter valued at about $1,609,000. Asempa Wealth Advisors bought a new stake in shares of Vanguard Dividend Appreciation ETF during the 4th quarter valued at about $1,807,000. Elevatus Welath Management bought a new position in Vanguard Dividend Appreciation ETF during the 4th quarter worth $522,000. Finally, GEN Financial Management INC. grew its stake in Vanguard Dividend Appreciation ETF by 25.9% during the 4th quarter. GEN Financial Management INC. now owns 113,422 shares of the company’s stock worth $24,928,000 after buying an additional 23,342 shares during the last quarter.

Vanguard Dividend Appreciation ETF Price Performance

Shares of VIG opened at $230.46 on Tuesday. The company has a market cap of $106.35 billion, a P/E ratio of 23.32 and a beta of 0.82. The stock has a fifty day moving average price of $222.09 and a 200 day moving average price of $222.27. Vanguard Dividend Appreciation ETF has a 12 month low of $193.01 and a 12 month high of $231.32.

About Vanguard Dividend Appreciation ETF

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.