Kingswood Wealth Advisors LLC Has $20.03 Million Holdings in Vanguard Dividend Appreciation ETF $VIG

Kingswood Wealth Advisors LLC lifted its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 116.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 91,128 shares of the company’s stock after acquiring an additional 49,042 shares during the period. Vanguard Dividend Appreciation ETF makes up approximately 1.0% of Kingswood Wealth Advisors LLC’s holdings, making the stock its 15th biggest holding. Kingswood Wealth Advisors LLC’s holdings in Vanguard Dividend Appreciation ETF were worth $20,028,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Eagle Bay Advisors LLC acquired a new stake in shares of Vanguard Dividend Appreciation ETF in the 4th quarter valued at approximately $31,000. Investment Research & Advisory Group Inc. acquired a new stake in shares of Vanguard Dividend Appreciation ETF in the 4th quarter valued at approximately $31,000. Clear Investment Research LLC acquired a new stake in shares of Vanguard Dividend Appreciation ETF in the 3rd quarter valued at approximately $38,000. Washington Trust Advisors Inc. raised its position in shares of Vanguard Dividend Appreciation ETF by 46.9% in the 3rd quarter. Washington Trust Advisors Inc. now owns 188 shares of the company’s stock valued at $40,000 after acquiring an additional 60 shares during the period. Finally, Stonehage Fleming Financial Services Holdings Ltd acquired a new stake in shares of Vanguard Dividend Appreciation ETF in the 3rd quarter valued at approximately $45,000.

Vanguard Dividend Appreciation ETF Price Performance

Shares of NYSEARCA:VIG opened at $226.17 on Wednesday. The company has a market capitalization of $104.38 billion, a price-to-earnings ratio of 23.32 and a beta of 0.84. The firm’s 50 day simple moving average is $221.65 and its 200 day simple moving average is $220.93. Vanguard Dividend Appreciation ETF has a fifty-two week low of $181.61 and a fifty-two week high of $230.53.

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. The Vanguard Group, Inc, through its Quantitative Equity Group, serves as the investment advisor of the Fund.