OakTrust Wealth Advisors LLC Buys New Position in Vanguard Dividend Appreciation ETF $VIG

OakTrust Wealth Advisors LLC bought a new position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 5,576 shares of the company’s stock, valued at approximately $1,225,000. Vanguard Dividend Appreciation ETF accounts for about 1.1% of OakTrust Wealth Advisors LLC’s investment portfolio, making the stock its 19th largest position.

A number of other hedge funds have also added to or reduced their stakes in VIG. Bank of America Corp DE grew its position in shares of Vanguard Dividend Appreciation ETF by 16.2% during the 4th quarter. Bank of America Corp DE now owns 24,739,680 shares of the company’s stock worth $5,437,287,000 after buying an additional 3,448,292 shares during the period. M&T Bank Corp boosted its stake in Vanguard Dividend Appreciation ETF by 659.0% during the fourth quarter. M&T Bank Corp now owns 1,212,203 shares of the company’s stock worth $266,418,000 after acquiring an additional 1,052,498 shares in the last quarter. Corient Private Wealth LLC grew its holdings in Vanguard Dividend Appreciation ETF by 102.8% in the second quarter. Corient Private Wealth LLC now owns 1,750,677 shares of the company’s stock worth $358,334,000 after purchasing an additional 887,305 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC acquired a new stake in Vanguard Dividend Appreciation ETF in the third quarter worth $134,718,000. Finally, Orion Porfolio Solutions LLC increased its stake in Vanguard Dividend Appreciation ETF by 2,949.7% in the second quarter. Orion Porfolio Solutions LLC now owns 392,738 shares of the company’s stock valued at $80,382,000 after purchasing an additional 379,860 shares in the last quarter.

Vanguard Dividend Appreciation ETF Trading Up 0.2%

VIG opened at $235.19 on Friday. The company has a fifty day moving average price of $230.06 and a two-hundred day moving average price of $224.97. Vanguard Dividend Appreciation ETF has a 1-year low of $198.37 and a 1-year high of $238.10. The company has a market cap of $108.54 billion, a P/E ratio of 23.32 and a beta of 0.82.

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.