Mission Wealth Management LP Has $372,000 Holdings in Vanguard Utilities ETF (NYSEARCA:VPU)

Mission Wealth Management LP decreased its holdings in shares of Vanguard Utilities ETF (NYSEARCA:VPU) by 19.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,711 shares of the company’s stock after selling 659 shares during the quarter. Mission Wealth Management LP’s holdings in Vanguard Utilities ETF were worth $372,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in VPU. Envestnet Asset Management Inc. increased its position in Vanguard Utilities ETF by 214.3% during the 3rd quarter. Envestnet Asset Management Inc. now owns 715,642 shares of the company’s stock worth $91,273,000 after purchasing an additional 487,927 shares in the last quarter. International Assets Investment Management LLC lifted its stake in shares of Vanguard Utilities ETF by 3,923.6% in the 4th quarter. International Assets Investment Management LLC now owns 381,877 shares of the company’s stock valued at $52,344,000 after acquiring an additional 372,386 shares during the last quarter. Atria Wealth Solutions Inc. boosted its holdings in shares of Vanguard Utilities ETF by 97.4% during the 3rd quarter. Atria Wealth Solutions Inc. now owns 82,546 shares of the company’s stock valued at $10,585,000 after acquiring an additional 40,731 shares in the last quarter. Atria Investments Inc bought a new stake in Vanguard Utilities ETF during the 3rd quarter worth $5,038,000. Finally, Chevy Chase Trust Holdings LLC acquired a new position in Vanguard Utilities ETF in the 4th quarter worth about $5,262,000.

Vanguard Utilities ETF Price Performance

Vanguard Utilities ETF stock opened at $148.83 on Friday. The business has a 50 day moving average of $140.08 and a 200-day moving average of $135.87. Vanguard Utilities ETF has a 1 year low of $118.81 and a 1 year high of $150.93. The company has a market capitalization of $5.36 billion, a P/E ratio of 20.65 and a beta of 0.56.

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).