Wheelhouse Advisory Group LLC Acquires 3,198 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Wheelhouse Advisory Group LLC lifted its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 4.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 72,742 shares of the company’s stock after purchasing an additional 3,198 shares during the quarter. Vanguard Dividend Appreciation ETF comprises about 8.7% of Wheelhouse Advisory Group LLC’s portfolio, making the stock its 6th biggest position. Wheelhouse Advisory Group LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $14,245,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in VIG. Peterson Financial Group Inc. acquired a new stake in Vanguard Dividend Appreciation ETF during the 3rd quarter worth about $29,000. Bank of New Hampshire lifted its stake 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 valued at $42,000 after purchasing an additional 154 shares during the period. Bangor Savings Bank raised its position in shares of 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 acquiring an additional 64 shares during the period. Retirement Wealth Solutions LLC purchased a new stake in shares of Vanguard Dividend Appreciation ETF during the 4th quarter worth about $48,000. Finally, Morton Brown Family Wealth LLC increased its stake in shares of Vanguard Dividend Appreciation ETF by 661.8% in the 3rd quarter. Morton Brown Family Wealth LLC now owns 259 shares of the company’s stock valued at $51,000 after purchasing an additional 225 shares in the last quarter.

Vanguard Dividend Appreciation ETF Price Performance

Shares of VIG stock opened at $202.27 on Friday. The company has a market cap of $87.45 billion, a price-to-earnings ratio of 24.54 and a beta of 0.78. The stock has a 50 day simple moving average of $199.44 and a 200-day simple moving average of $195.70. Vanguard Dividend Appreciation ETF has a 1-year low of $172.30 and a 1-year high of $205.20.

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.