Kellett Wealth Advisors LLC Has $10.22 Million Stake in Vanguard Dividend Appreciation ETF $VIG

Kellett Wealth Advisors LLC boosted its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 66.9% during the 1st quarter, HoldingsChannel reports. The fund owned 47,508 shares of the company’s stock after buying an additional 19,041 shares during the period. Vanguard Dividend Appreciation ETF comprises 5.5% of Kellett Wealth Advisors LLC’s portfolio, making the stock its 5th largest position. 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 large investors have also recently added to or reduced their stakes in the company. Salomon & Ludwin LLC grew its holdings in Vanguard Dividend Appreciation ETF by 4.3% during the 4th quarter. Salomon & Ludwin LLC now owns 1,084 shares of the company’s stock worth $241,000 after acquiring an additional 45 shares in the last quarter. Rather & Kittrell Inc. raised its stake in shares of Vanguard Dividend Appreciation ETF by 3.9% in the 4th quarter. Rather & Kittrell Inc. now owns 1,206 shares of the company’s stock valued at $265,000 after purchasing an additional 45 shares in the last quarter. OMNI 360 Wealth Inc. raised its stake in shares of Vanguard Dividend Appreciation ETF by 1.2% in the 4th quarter. OMNI 360 Wealth Inc. now owns 3,762 shares of the company’s stock valued at $845,000 after purchasing an additional 45 shares in the last quarter. Essex LLC lifted its position in shares of Vanguard Dividend Appreciation ETF by 0.8% during the fourth quarter. Essex LLC now owns 5,915 shares of the company’s stock worth $1,300,000 after purchasing an additional 46 shares during the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management lifted its position in shares of Vanguard Dividend Appreciation ETF by 0.7% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 6,451 shares of the company’s stock worth $1,418,000 after purchasing an additional 46 shares during the last quarter.

Vanguard Dividend Appreciation ETF Stock Performance

NYSEARCA:VIG opened at $238.84 on Monday. The company has a market capitalization of $111.15 billion, a price-to-earnings ratio of 23.32 and a beta of 0.82. Vanguard Dividend Appreciation ETF has a one year low of $203.17 and a one year high of $240.08. The stock has a 50-day simple moving average of $233.77 and a 200 day simple moving average of $226.73.

Vanguard Dividend Appreciation ETF Company 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.