Vanguard Utilities ETF $VPU Stake Trimmed by Retirement Planning Group LLC

Retirement Planning Group LLC cut its stake in Vanguard Utilities ETF (NYSEARCA:VPU) by 96.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,141 shares of the company’s stock after selling 250,549 shares during the quarter. Retirement Planning Group LLC’s holdings in Vanguard Utilities ETF were worth $1,392,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of VPU. D.A. Davidson & CO. boosted its position in Vanguard Utilities ETF by 1.8% in the 1st quarter. D.A. Davidson & CO. now owns 2,825 shares of the company’s stock worth $560,000 after purchasing an additional 50 shares in the last quarter. Diversify Wealth Management LLC grew its stake in shares of Vanguard Utilities ETF by 2.9% during the 1st quarter. Diversify Wealth Management LLC now owns 1,911 shares of the company’s stock worth $378,000 after purchasing an additional 53 shares during the period. MassMutual Private Wealth & Trust FSB grew its stake in shares of Vanguard Utilities ETF by 0.4% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 13,292 shares of the company’s stock worth $2,602,000 after purchasing an additional 54 shares during the period. Chemistry Wealth Management LLC increased its holdings in shares of Vanguard Utilities ETF by 2.0% during the 2nd quarter. Chemistry Wealth Management LLC now owns 2,797 shares of the company’s stock valued at $547,000 after purchasing an additional 55 shares in the last quarter. Finally, Triumph Capital Management increased its holdings in shares of Vanguard Utilities ETF by 7.8% during the 3rd quarter. Triumph Capital Management now owns 798 shares of the company’s stock valued at $136,000 after purchasing an additional 58 shares in the last quarter.

Vanguard Utilities ETF Price Performance

NYSEARCA:VPU opened at $181.04 on Wednesday. The company has a 50 day moving average price of $181.56 and a 200-day moving average price of $190.54. Vanguard Utilities ETF has a 1-year low of $169.37 and a 1-year high of $206.10. The firm has a market cap of $8.13 billion, a price-to-earnings ratio of 20.60 and a beta of 0.57.

Vanguard Utilities ETF 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.