Joule Financial LLC Has $2.08 Million Stake in Vanguard Utilities ETF (NYSEARCA:VPU)

Joule Financial LLC lifted its holdings in Vanguard Utilities ETF (NYSEARCA:VPU) by 7.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 12,750 shares of the company’s stock after buying an additional 899 shares during the period. Vanguard Utilities ETF comprises approximately 0.7% of Joule Financial LLC’s portfolio, making the stock its 23rd biggest position. Joule Financial LLC’s holdings in Vanguard Utilities ETF were worth $2,084,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Vanguard Utilities ETF by 106.2% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,058,334 shares of the company’s stock worth $156,549,000 after acquiring an additional 545,178 shares in the last quarter. LPL Financial LLC raised its position in Vanguard Utilities ETF by 4.8% during the third quarter. LPL Financial LLC now owns 614,776 shares of the company’s stock valued at $107,002,000 after acquiring an additional 28,320 shares in the last quarter. Captrust Financial Advisors lifted its stake in Vanguard Utilities ETF by 31.0% in the third quarter. Captrust Financial Advisors now owns 195,762 shares of the company’s stock valued at $34,072,000 after acquiring an additional 46,299 shares during the last quarter. Allied Investment Advisors LLC grew its position in Vanguard Utilities ETF by 1.0% in the third quarter. Allied Investment Advisors LLC now owns 132,249 shares of the company’s stock worth $23,018,000 after acquiring an additional 1,324 shares in the last quarter. Finally, Stifel Financial Corp increased its stake in shares of Vanguard Utilities ETF by 18.9% during the 3rd quarter. Stifel Financial Corp now owns 75,284 shares of the company’s stock worth $13,103,000 after purchasing an additional 11,961 shares during the last quarter.

Vanguard Utilities ETF Trading Up 0.2 %

VPU stock opened at $170.17 on Friday. The firm has a market cap of $6.13 billion, a PE ratio of 20.65 and a beta of 0.56. Vanguard Utilities ETF has a 1 year low of $128.05 and a 1 year high of $180.04. The company has a fifty day simple moving average of $168.83 and a 200 day simple moving average of $166.08.

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).