Walter & Keenan Wealth Management LLC IN ADV Has $6.28 Million Stock Position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
by Amy Steele · The Cerbat GemWalter & Keenan Wealth Management LLC IN ADV grew its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 5.4% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 31,683 shares of the company’s stock after buying an additional 1,610 shares during the period. Vanguard Dividend Appreciation ETF accounts for approximately 1.9% of Walter & Keenan Wealth Management LLC IN ADV’s investment portfolio, making the stock its 10th largest holding. Walter & Keenan Wealth Management LLC IN ADV’s holdings in Vanguard Dividend Appreciation ETF were worth $6,275,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds also recently made changes to their positions in the company. QRG Capital Management Inc. lifted its stake in Vanguard Dividend Appreciation ETF by 2.0% in the second quarter. QRG Capital Management Inc. now owns 4,784 shares of the company’s stock valued at $873,000 after buying an additional 93 shares during the period. Goelzer Investment Management Inc. bought a new position in Vanguard Dividend Appreciation ETF during the 1st quarter worth approximately $345,000. Atomi Financial Group Inc. grew its holdings in Vanguard Dividend Appreciation ETF by 2.3% during the third quarter. Atomi Financial Group Inc. now owns 10,731 shares of the company’s stock valued at $2,125,000 after purchasing an additional 244 shares during the period. Fairhaven Wealth Management LLC increased its stake in Vanguard Dividend Appreciation ETF by 1.4% in the second quarter. Fairhaven Wealth Management LLC now owns 9,624 shares of the company’s stock valued at $1,757,000 after purchasing an additional 137 shares in the last quarter. Finally, Founders Financial Alliance LLC raised its holdings in Vanguard Dividend Appreciation ETF by 1.9% in the second quarter. Founders Financial Alliance LLC now owns 7,840 shares of the company’s stock worth $1,431,000 after purchasing an additional 148 shares during the period.
Vanguard Dividend Appreciation ETF Stock Down 0.2 %
Shares of NYSEARCA VIG opened at $197.32 on Wednesday. Vanguard Dividend Appreciation ETF has a twelve month low of $150.71 and a twelve month high of $201.85. The company’s fifty day moving average is $196.53 and its 200-day moving average is $187.69. The stock has a market cap of $85.31 billion, a price-to-earnings ratio of 24.54 and a beta of 0.78.
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.
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