Kelleher Financial Advisors Boosts Stake in Vanguard Dividend Appreciation ETF $VIG

Kelleher Financial Advisors lifted its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 6.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 18,675 shares of the company’s stock after purchasing an additional 1,050 shares during the period. Vanguard Dividend Appreciation ETF makes up 1.3% of Kelleher Financial Advisors’ investment portfolio, making the stock its 13th largest holding. Kelleher Financial Advisors’ holdings in Vanguard Dividend Appreciation ETF were worth $3,822,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of VIG. Curio Wealth LLC boosted its position in Vanguard Dividend Appreciation ETF by 4,300.0% during the second quarter. Curio Wealth LLC now owns 132 shares of the company’s stock worth $27,000 after purchasing an additional 129 shares in the last quarter. Safe Harbor Fiduciary LLC purchased a new stake in shares of Vanguard Dividend Appreciation ETF in the 1st quarter worth about $31,000. Proathlete Wealth Management LLC purchased a new position in Vanguard Dividend Appreciation ETF during the 2nd quarter valued at about $35,000. GW&K Investment Management LLC acquired a new position in Vanguard Dividend Appreciation ETF during the first quarter worth about $37,000. Finally, Flaharty Asset Management LLC purchased a new stake in shares of Vanguard Dividend Appreciation ETF in the first quarter valued at about $38,000.

Vanguard Dividend Appreciation ETF Price Performance

Shares of VIG opened at $218.83 on Wednesday. Vanguard Dividend Appreciation ETF has a 1-year low of $169.32 and a 1-year high of $220.49. The stock has a market cap of $99.21 billion, a price-to-earnings ratio of 23.32 and a beta of 0.85. The firm has a 50 day simple moving average of $216.01 and a 200-day simple moving average of $207.41.

Vanguard Dividend Appreciation ETF 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.