Wheelhouse Advisory Group LLC Has $18.19 Million Position in Vanguard Dividend Appreciation ETF $VIG

Wheelhouse Advisory Group LLC increased its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 5.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 84,276 shares of the company’s stock after acquiring an additional 4,364 shares during the period. Vanguard Dividend Appreciation ETF makes up 8.1% of Wheelhouse Advisory Group LLC’s investment portfolio, making the stock its 6th largest holding. Wheelhouse Advisory Group LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $18,186,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Oliver Luxxe Assets LLC grew its holdings in Vanguard Dividend Appreciation ETF by 0.4% during the 3rd quarter. Oliver Luxxe Assets LLC now owns 12,454 shares of the company’s stock valued at $2,687,000 after buying an additional 46 shares in the last quarter. Firethorn Wealth Partners LLC lifted its position in shares of Vanguard Dividend Appreciation ETF by 3.9% in the third quarter. Firethorn Wealth Partners LLC now owns 1,271 shares of the company’s stock worth $274,000 after buying an additional 48 shares in the last quarter. CFO4Life Group LLC increased its stake in Vanguard Dividend Appreciation ETF by 3.1% in the 2nd quarter. CFO4Life Group LLC now owns 1,633 shares of the company’s stock worth $334,000 after acquiring an additional 49 shares during the last quarter. Baron Wealth Management LLC boosted its position in shares of Vanguard Dividend Appreciation ETF by 0.3% during the 3rd quarter. Baron Wealth Management LLC now owns 18,465 shares of the company’s stock valued at $3,985,000 after acquiring an additional 49 shares during the last quarter. Finally, Lakeshore Financial Planning Inc. grew its stake in shares of Vanguard Dividend Appreciation ETF by 4.7% in the 2nd quarter. Lakeshore Financial Planning Inc. now owns 1,117 shares of the company’s stock worth $229,000 after buying an additional 50 shares in the last quarter.

Vanguard Dividend Appreciation ETF Price Performance

NYSEARCA:VIG opened at $225.14 on Friday. The firm has a market capitalization of $104.46 billion, a price-to-earnings ratio of 23.32 and a beta of 0.85. The business has a 50 day simple moving average of $220.58 and a 200-day simple moving average of $214.91. Vanguard Dividend Appreciation ETF has a 1 year low of $169.32 and a 1 year high of $225.92.

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.