Gerald Baker Financial Group LLC Makes New $17.02 Million Investment in Vanguard Dividend Appreciation ETF $VIG

Gerald Baker Financial Group LLC bought a new position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 86,917 shares of the company’s stock, valued at approximately $17,021,000. Vanguard Dividend Appreciation ETF accounts for 5.7% of Gerald Baker Financial Group LLC’s portfolio, making the stock its 3rd largest position.

Other institutional investors have also recently made changes to their positions in the company. Salomon & Ludwin LLC boosted its position in shares of Vanguard Dividend Appreciation ETF by 4.3% during the fourth quarter. Salomon & Ludwin LLC now owns 1,084 shares of the company’s stock valued at $241,000 after purchasing an additional 45 shares in the last quarter. Rather & Kittrell Inc. raised its holdings in Vanguard Dividend Appreciation ETF by 3.9% in the fourth quarter. Rather & Kittrell Inc. now owns 1,206 shares of the company’s stock worth $265,000 after purchasing an additional 45 shares in the last quarter. OMNI 360 Wealth Inc. raised its holdings in Vanguard Dividend Appreciation ETF by 1.2% in the fourth quarter. OMNI 360 Wealth Inc. now owns 3,762 shares of the company’s stock worth $845,000 after purchasing an additional 45 shares in the last quarter. Essex LLC lifted its position in Vanguard Dividend Appreciation ETF by 0.8% during the fourth quarter. Essex LLC now owns 5,915 shares of the company’s stock valued at $1,300,000 after buying an additional 46 shares during the period. Finally, Keeler & Nadler Financial Planning & Wealth Management lifted its position in Vanguard Dividend Appreciation ETF by 0.7% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 6,451 shares of the company’s stock valued at $1,418,000 after buying an additional 46 shares during the period.

Vanguard Dividend Appreciation ETF Trading Up 0.7%

Shares of VIG stock opened at $239.13 on Friday. Vanguard Dividend Appreciation ETF has a 12 month low of $203.17 and a 12 month high of $240.08. The stock has a market cap of $111.29 billion, a PE ratio of 23.32 and a beta of 0.82. The company’s fifty day moving average price is $234.50 and its 200-day moving average price is $227.17.

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.