One Charles Private Wealth Services LLC Increases Stock Position in Vanguard Dividend Appreciation ETF $VIG

One Charles Private Wealth Services LLC raised its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 181.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 20,412 shares of the company’s stock after purchasing an additional 13,160 shares during the period. Vanguard Dividend Appreciation ETF accounts for approximately 1.2% of One Charles Private Wealth Services LLC’s portfolio, making the stock its 20th largest holding. One Charles Private Wealth Services LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $4,486,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Intellus Advisors LLC lifted its holdings in shares of Vanguard Dividend Appreciation ETF by 0.4% in the fourth quarter. Intellus Advisors LLC now owns 219,825 shares of the company’s stock valued at $48,313,000 after purchasing an additional 792 shares in the last quarter. Alan B Lancz & Associates Inc. lifted its holdings in shares of Vanguard Dividend Appreciation ETF by 16.5% in the fourth quarter. Alan B Lancz & Associates Inc. now owns 2,820 shares of the company’s stock valued at $620,000 after purchasing an additional 400 shares in the last quarter. Global Retirement Partners LLC lifted its holdings in shares of Vanguard Dividend Appreciation ETF by 0.7% in the fourth quarter. Global Retirement Partners LLC now owns 69,878 shares of the company’s stock valued at $15,358,000 after purchasing an additional 453 shares in the last quarter. Baron Silver Stevens Financial Advisors LLC lifted its holdings in shares of Vanguard Dividend Appreciation ETF by 1.8% in the fourth quarter. Baron Silver Stevens Financial Advisors LLC now owns 177,970 shares of the company’s stock valued at $39,114,000 after purchasing an additional 3,121 shares in the last quarter. Finally, Motco lifted its holdings in shares of Vanguard Dividend Appreciation ETF by 49.5% in the fourth quarter. Motco now owns 12,960 shares of the company’s stock valued at $2,848,000 after purchasing an additional 4,290 shares in the last quarter.

Vanguard Dividend Appreciation ETF Price Performance

Shares of NYSEARCA VIG opened at $231.05 on Friday. The firm’s 50-day moving average is $222.60 and its two-hundred day moving average is $222.54. The company has a market capitalization of $106.63 billion, a PE ratio of 23.32 and a beta of 0.82. 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.