SimpliFi Inc. Has $11.67 Million Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

SimpliFi Inc. trimmed its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 0.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,593 shares of the company’s stock after selling 511 shares during the quarter. Vanguard Dividend Appreciation ETF accounts for 5.3% of SimpliFi Inc.’s portfolio, making the stock its 7th largest position. SimpliFi Inc.’s holdings in Vanguard Dividend Appreciation ETF were worth $11,670,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Peterson Financial Group Inc. acquired a new position in shares of Vanguard Dividend Appreciation ETF in the third quarter valued at $29,000. Bank of New Hampshire raised its stake in shares of Vanguard Dividend Appreciation ETF by 244.4% in the fourth quarter. Bank of New Hampshire now owns 217 shares of the company’s stock valued at $42,000 after purchasing an additional 154 shares in the last quarter. Bangor Savings Bank raised its stake in shares of Vanguard Dividend Appreciation ETF by 41.0% in the fourth quarter. Bangor Savings Bank now owns 220 shares of the company’s stock valued at $43,000 after purchasing an additional 64 shares in the last quarter. Retirement Wealth Solutions LLC acquired a new position in shares of Vanguard Dividend Appreciation ETF in the fourth quarter valued at $48,000. Finally, Morton Brown Family Wealth LLC raised its stake in shares of Vanguard Dividend Appreciation ETF by 661.8% in the third quarter. Morton Brown Family Wealth LLC now owns 259 shares of the company’s stock valued at $51,000 after purchasing an additional 225 shares in the last quarter.

Vanguard Dividend Appreciation ETF Price Performance

Vanguard Dividend Appreciation ETF stock opened at $202.22 on Friday. The stock has a fifty day moving average price of $199.69 and a two-hundred day moving average price of $196.28. Vanguard Dividend Appreciation ETF has a 52-week low of $172.34 and a 52-week high of $205.20. The firm has a market capitalization of $87.42 billion, a P/E ratio of 24.54 and a beta of 0.78.

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.