Vanguard Dividend Appreciation ETF $VIG is Kellett Wealth Advisors LLC’s 5th Largest Position

Kellett Wealth Advisors LLC increased its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 66.9% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 47,508 shares of the company’s stock after purchasing an additional 19,041 shares during the quarter. Vanguard Dividend Appreciation ETF accounts for about 5.5% of Kellett Wealth Advisors LLC’s investment portfolio, making the stock its 5th largest holding. Kellett Wealth Advisors LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $10,217,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Carrera Capital Advisors acquired a new position in shares of Vanguard Dividend Appreciation ETF during the fourth quarter worth $573,000. MOR Wealth Management LLC acquired a new position in Vanguard Dividend Appreciation ETF in the 4th quarter worth $1,609,000. Asempa Wealth Advisors purchased a new position in Vanguard Dividend Appreciation ETF in the 4th quarter valued at about $1,807,000. Elevatus Welath Management acquired a new stake in shares of Vanguard Dividend Appreciation ETF during the fourth quarter valued at about $522,000. Finally, Amara Financial LLC. grew its stake in shares of Vanguard Dividend Appreciation ETF by 8.7% during the fourth quarter. Amara Financial LLC. now owns 97,959 shares of the company’s stock valued at $21,529,000 after acquiring an additional 7,858 shares in the last quarter.

Vanguard Dividend Appreciation ETF Stock Performance

Shares of NYSEARCA VIG opened at $238.84 on Monday. Vanguard Dividend Appreciation ETF has a 1 year low of $203.17 and a 1 year high of $240.08. The firm has a market cap of $111.15 billion, a price-to-earnings ratio of 23.32 and a beta of 0.82. The stock’s 50-day simple moving average is $233.77 and its 200-day simple moving average is $226.73.

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.