Forza Wealth Management LLC Raises Stock Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Forza Wealth Management LLC lifted its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 0.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,256 shares of the company’s stock after purchasing an additional 66 shares during the quarter. Vanguard Dividend Appreciation ETF accounts for approximately 1.7% of Forza Wealth Management LLC’s portfolio, making the stock its 13th largest position. Forza Wealth Management LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $3,735,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Assetmark Inc. boosted its stake in shares of Vanguard Dividend Appreciation ETF by 121.5% in the 4th quarter. Assetmark Inc. now owns 6,113 shares of the company’s stock valued at $1,197,000 after purchasing an additional 3,353 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in shares of Vanguard Dividend Appreciation ETF by 12.8% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 1,413,464 shares of the company’s stock valued at $274,198,000 after purchasing an additional 160,813 shares in the last quarter. Russell Investments Group Ltd. boosted its position in Vanguard Dividend Appreciation ETF by 21.1% during the fourth quarter. Russell Investments Group Ltd. now owns 3,036 shares of the company’s stock valued at $594,000 after buying an additional 529 shares during the period. Chancellor Financial Group WB LP purchased a new stake in Vanguard Dividend Appreciation ETF during the fourth quarter valued at about $840,000. Finally, First Trust Advisors LP purchased a new stake in Vanguard Dividend Appreciation ETF during the fourth quarter valued at about $516,000.

Vanguard Dividend Appreciation ETF Stock Up 0.4%

NYSEARCA VIG opened at $206.78 on Thursday. The firm has a market cap of $93.29 billion, a price-to-earnings ratio of 23.32 and a beta of 0.85. Vanguard Dividend Appreciation ETF has a 12-month low of $169.32 and a 12-month high of $208.11. The company has a 50-day simple moving average of $199.29 and a two-hundred day simple moving average of $196.63.

Vanguard Dividend Appreciation ETF 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.