Next Level Wealth Planning LLC Takes Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Next Level Wealth Planning LLC acquired a new stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 2,579 shares of the company’s stock, valued at approximately $505,000. Vanguard Dividend Appreciation ETF comprises 0.4% of Next Level Wealth Planning LLC’s holdings, making the stock its 21st largest position.

A number of other large investors have also made changes to their positions in VIG. Strategic Financial Concepts LLC raised its position in shares of Vanguard Dividend Appreciation ETF by 21,353.5% during the fourth quarter. Strategic Financial Concepts LLC now owns 11,365,874 shares of the company’s stock valued at $2,225,779,000 after buying an additional 11,312,895 shares during the last quarter. LPL Financial LLC raised its position in shares of Vanguard Dividend Appreciation ETF by 5.7% during the third quarter. LPL Financial LLC now owns 5,808,810 shares of the company’s stock valued at $1,150,493,000 after buying an additional 314,952 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its position in shares of Vanguard Dividend Appreciation ETF by 28.3% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 1,199,854 shares of the company’s stock valued at $237,643,000 after buying an additional 264,483 shares during the last quarter. Robertson Stephens Wealth Management LLC raised its position in shares of Vanguard Dividend Appreciation ETF by 53.3% during the fourth quarter. Robertson Stephens Wealth Management LLC now owns 587,326 shares of the company’s stock valued at $115,016,000 after buying an additional 204,136 shares during the last quarter. Finally, Mesirow Financial Investment Management Inc. raised its position in shares of Vanguard Dividend Appreciation ETF by 108.2% during the third quarter. Mesirow Financial Investment Management Inc. now owns 345,254 shares of the company’s stock valued at $68,381,000 after buying an additional 179,441 shares during the last quarter.

Vanguard Dividend Appreciation ETF Stock Down 0.4 %

NYSEARCA VIG opened at $203.86 on Friday. The stock has a market cap of $88.13 billion, a P/E ratio of 24.54 and a beta of 0.78. The company’s 50-day simple moving average is $199.57 and its 200 day simple moving average is $197.42. Vanguard Dividend Appreciation ETF has a twelve month low of $173.17 and a twelve month high of $205.20.

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.