Hershey Financial Advisers LLC Takes Position in Vanguard Utilities ETF (NYSEARCA:VPU)

Hershey Financial Advisers LLC purchased a new stake in Vanguard Utilities ETF (NYSEARCA:VPU) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 11,089 shares of the company’s stock, valued at approximately $1,812,000. Vanguard Utilities ETF makes up 1.6% of Hershey Financial Advisers LLC’s investment portfolio, making the stock its 19th biggest holding.

Several other large investors have also modified their holdings of the business. Congress Wealth Management LLC DE raised its holdings in shares of Vanguard Utilities ETF by 285.2% in the 4th quarter. Congress Wealth Management LLC DE now owns 10,667 shares of the company’s stock valued at $1,743,000 after purchasing an additional 7,898 shares in the last quarter. LPL Financial LLC grew its position in shares of Vanguard Utilities ETF by 8.5% in the 4th quarter. LPL Financial LLC now owns 667,124 shares of the company’s stock worth $109,021,000 after buying an additional 52,348 shares during the last quarter. Lee Danner & Bass Inc. purchased a new position in shares of Vanguard Utilities ETF in the 4th quarter worth approximately $49,000. Richmond Brothers Inc. grew its position in shares of Vanguard Utilities ETF by 9.9% in the 4th quarter. Richmond Brothers Inc. now owns 46,134 shares of the company’s stock worth $7,539,000 after buying an additional 4,169 shares during the last quarter. Finally, North Forty Two & Co. purchased a new position in shares of Vanguard Utilities ETF in the 4th quarter worth approximately $1,025,000.

Vanguard Utilities ETF Stock Down 0.7 %

Shares of Vanguard Utilities ETF stock opened at $170.39 on Monday. The firm’s 50 day moving average price is $169.54 and its 200-day moving average price is $170.06. Vanguard Utilities ETF has a 52-week low of $135.67 and a 52-week high of $180.04. The company has a market cap of $9.94 billion, a P/E ratio of 20.64 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).