Kaizen Financial Strategies Has $3.16 Million Stock Holdings in Vanguard Dividend Appreciation ETF $VIG

Kaizen Financial Strategies decreased its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 18.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,046 shares of the company’s stock after selling 3,249 shares during the period. Vanguard Dividend Appreciation ETF accounts for 1.4% of Kaizen Financial Strategies’ portfolio, making the stock its 14th largest position. Kaizen Financial Strategies’ holdings in Vanguard Dividend Appreciation ETF were worth $3,159,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in VIG. Carrera Capital Advisors acquired a new stake in shares of Vanguard Dividend Appreciation ETF during the fourth quarter worth $573,000. MOR Wealth Management LLC acquired a new position in Vanguard Dividend Appreciation ETF in the fourth quarter valued at about $1,609,000. Elevatus Welath Management bought a new position in Vanguard Dividend Appreciation ETF during the fourth quarter worth about $522,000. Asempa Wealth Advisors bought a new position in Vanguard Dividend Appreciation ETF during the fourth quarter worth about $1,807,000. Finally, Amara Financial LLC. grew its position in shares of Vanguard Dividend Appreciation ETF by 8.7% during the 4th quarter. Amara Financial LLC. now owns 97,959 shares of the company’s stock worth $21,529,000 after buying an additional 7,858 shares during the period.

Vanguard Dividend Appreciation ETF Trading Up 0.1%

Shares of VIG stock traded up $0.22 on Friday, reaching $238.84. The company had a trading volume of 780,215 shares, compared to its average volume of 1,344,967. The stock has a market cap of $111.15 billion, a PE ratio of 23.32 and a beta of 0.82. The company has a 50-day moving average of $233.77 and a 200-day moving average of $226.68. Vanguard Dividend Appreciation ETF has a 12 month low of $203.17 and a 12 month high of $240.08.

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.