Goldstone Financial Group LLC Boosts Holdings in Vanguard Utilities ETF $VPU

Goldstone Financial Group LLC lifted its position in shares of Vanguard Utilities ETF (NYSEARCA:VPU) by 31.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 49,277 shares of the company’s stock after purchasing an additional 11,769 shares during the period. Vanguard Utilities ETF comprises 1.1% of Goldstone Financial Group LLC’s portfolio, making the stock its 28th largest position. Goldstone Financial Group LLC owned 0.12% of Vanguard Utilities ETF worth $9,334,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Institute for Wealth Management LLC. lifted its holdings in Vanguard Utilities ETF by 2.8% in the 3rd quarter. Institute for Wealth Management LLC. now owns 4,113 shares of the company’s stock worth $779,000 after buying an additional 112 shares in the last quarter. Apollon Wealth Management LLC grew its stake in shares of Vanguard Utilities ETF by 4.6% during the third quarter. Apollon Wealth Management LLC now owns 1,373 shares of the company’s stock valued at $260,000 after acquiring an additional 60 shares in the last quarter. Apollon Financial LLC increased its position in shares of Vanguard Utilities ETF by 10.1% during the third quarter. Apollon Financial LLC now owns 21,757 shares of the company’s stock worth $4,121,000 after acquiring an additional 1,987 shares during the last quarter. Castle Rock Wealth Management LLC lifted its stake in shares of Vanguard Utilities ETF by 11.7% in the third quarter. Castle Rock Wealth Management LLC now owns 10,035 shares of the company’s stock worth $1,907,000 after acquiring an additional 1,053 shares in the last quarter. Finally, City State Bank boosted its holdings in Vanguard Utilities ETF by 15.9% in the third quarter. City State Bank now owns 6,646 shares of the company’s stock valued at $1,259,000 after purchasing an additional 910 shares during the last quarter.

Vanguard Utilities ETF Stock Down 0.1%

Shares of NYSEARCA VPU opened at $185.51 on Monday. Vanguard Utilities ETF has a fifty-two week low of $154.00 and a fifty-two week high of $203.15. The business has a 50 day moving average price of $191.22 and a two-hundred day moving average price of $186.45. The firm has a market cap of $7.57 billion, a PE ratio of 20.60 and a beta of 0.61.

Vanguard Utilities ETF Company Profile

Vanguard Utilities ETF (the Fund) is an exchange-traded class of shares issued by Vanguard Utilities Index Fund. The Fund tracks the performance of Morgan Stanley Capital International United States Investable Market Utilities Index, an index made up of stocks of large, medium-size and small United States companies in the utilities sector, as classified under the Global Industry Classification Standard (GICS). This GICS sector is made up of those companies considered electric, gas, or water utilities, or companies that operate as independent producers and/or distributors of power.