Trademark Financial Management LLC Has $2.60 Million Stock Holdings in Vanguard Dividend Appreciation ETF $VIG

Trademark Financial Management LLC grew its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 49.5% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,969 shares of the company’s stock after buying an additional 3,632 shares during the quarter. Vanguard Dividend Appreciation ETF accounts for approximately 1.1% of Trademark Financial Management LLC’s holdings, making the stock its 18th biggest holding. Trademark Financial Management LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $2,596,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Samalin Investment Counsel LLC boosted its position in shares of Vanguard Dividend Appreciation ETF by 5.3% during the 2nd quarter. Samalin Investment Counsel LLC now owns 4,866 shares of the company’s stock valued at $1,151,000 after acquiring an additional 247 shares in the last quarter. Blueline Advisors LLC raised its position in Vanguard Dividend Appreciation ETF by 9.1% in the second quarter. Blueline Advisors LLC now owns 2,005 shares of the company’s stock worth $475,000 after purchasing an additional 167 shares in the last quarter. Ascentis Wealth Management LLC raised its position in Vanguard Dividend Appreciation ETF by 27,930.0% in the second quarter. Ascentis Wealth Management LLC now owns 332,716 shares of the company’s stock worth $78,727,000 after purchasing an additional 331,529 shares in the last quarter. Facet Wealth Inc. lifted its stake in Vanguard Dividend Appreciation ETF by 21.4% during the second quarter. Facet Wealth Inc. now owns 14,504 shares of the company’s stock worth $3,432,000 after purchasing an additional 2,561 shares during the period. Finally, Cambridge Investment Research Advisors Inc. lifted its stake in Vanguard Dividend Appreciation ETF by 2.1% during the second quarter. Cambridge Investment Research Advisors Inc. now owns 872,972 shares of the company’s stock worth $206,563,000 after purchasing an additional 18,056 shares during the period.

Vanguard Dividend Appreciation ETF Trading Up 0.7%

NYSEARCA VIG opened at $243.91 on Friday. The stock’s 50 day moving average is $239.49 and its two-hundred day moving average is $230.52. The company has a market capitalization of $113.51 billion, a price-to-earnings ratio of 23.32 and a beta of 0.81. Vanguard Dividend Appreciation ETF has a 1-year low of $208.73 and a 1-year high of $247.45.

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. The Vanguard Group, Inc, through its Quantitative Equity Group, serves as the investment advisor of the Fund.