Vanguard Utilities ETF (NYSEARCA:VPU) Shares Sold by National Wealth Management Group LLC

National Wealth Management Group LLC cut its stake in Vanguard Utilities ETF (NYSEARCA:VPU) by 22.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,832 shares of the company’s stock after selling 1,360 shares during the period. National Wealth Management Group LLC’s holdings in Vanguard Utilities ETF were worth $662,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Colonial River Wealth Management LLC raised its position in shares of Vanguard Utilities ETF by 2.0% during the 3rd quarter. Colonial River Wealth Management LLC now owns 4,209 shares of the company’s stock valued at $537,000 after acquiring an additional 84 shares in the last quarter. Huntington National Bank grew its stake in shares of Vanguard Utilities ETF by 1.6% in the third quarter. Huntington National Bank now owns 5,535 shares of the company’s stock worth $706,000 after purchasing an additional 86 shares in the last quarter. Kennedy Investment Group grew its position in Vanguard Utilities ETF by 1.2% in the 4th quarter. Kennedy Investment Group now owns 6,998 shares of the company’s stock valued at $959,000 after buying an additional 86 shares in the last quarter. IFG Advisory LLC boosted its holdings in shares of Vanguard Utilities ETF by 0.3% in the fourth quarter. IFG Advisory LLC now owns 27,854 shares of the company’s stock valued at $3,818,000 after acquiring an additional 92 shares in the last quarter. Finally, Clearstead Advisors LLC increased its position in shares of Vanguard Utilities ETF by 16.4% during the 3rd quarter. Clearstead Advisors LLC now owns 754 shares of the company’s stock valued at $96,000 after purchasing an additional 106 shares during the period.

Vanguard Utilities ETF Stock Up 1.0 %

Vanguard Utilities ETF stock traded up $1.43 during midday trading on Monday, hitting $143.05. The company’s stock had a trading volume of 111,784 shares, compared to its average volume of 231,004. Vanguard Utilities ETF has a 12 month low of $118.81 and a 12 month high of $152.55. The company has a market capitalization of $5.15 billion, a PE ratio of 19.85 and a beta of 0.56. The stock’s 50-day moving average price is $137.70 and its 200-day moving average price is $134.81.

About Vanguard Utilities ETF

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).