Kellett Wealth Advisors LLC Has $4.69 Million Stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Kellett Wealth Advisors LLC boosted its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 7.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 23,925 shares of the company’s stock after acquiring an additional 1,662 shares during the quarter. Vanguard Dividend Appreciation ETF accounts for approximately 3.2% of Kellett Wealth Advisors LLC’s investment portfolio, making the stock its 7th biggest holding. Kellett Wealth Advisors LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $4,685,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Peterson Financial Group Inc. purchased a new position in Vanguard Dividend Appreciation ETF in the third quarter worth $29,000. Comprehensive Financial Planning Inc. PA bought a new stake in Vanguard Dividend Appreciation ETF during the fourth quarter valued at $38,000. Bank of New Hampshire increased its holdings in shares of Vanguard Dividend Appreciation ETF by 244.4% in the 4th quarter. Bank of New Hampshire now owns 217 shares of the company’s stock worth $42,000 after buying an additional 154 shares during the last quarter. Bangor Savings Bank boosted its stake in Vanguard Dividend Appreciation ETF by 41.0% in the fourth quarter. Bangor Savings Bank now owns 220 shares of the company’s stock worth $43,000 after buying an additional 64 shares in the last quarter. Finally, Creative Capital Management Investments LLC bought a new position in shares of Vanguard Dividend Appreciation ETF during the fourth quarter valued at about $45,000.

Vanguard Dividend Appreciation ETF Price Performance

Shares of NYSEARCA:VIG opened at $202.14 on Wednesday. The stock’s 50-day moving average is $199.82 and its 200 day moving average is $198.46. Vanguard Dividend Appreciation ETF has a 1 year low of $173.17 and a 1 year high of $205.24. The company has a market cap of $89.58 billion, a PE ratio of 25.31 and a beta of 0.86.

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.