Evanson Financial LLC Invests $685,000 in Vanguard Utilities ETF $VPU

Evanson Financial LLC acquired a new position in shares of Vanguard Utilities ETF (NYSEARCA:VPU) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 3,501 shares of the company’s stock, valued at approximately $685,000.

Several other institutional investors have also recently added to or reduced their stakes in VPU. D.A. Davidson & CO. boosted its position in shares of Vanguard Utilities ETF by 1.8% during 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. Russell Investments Group Ltd. increased its holdings in shares of Vanguard Utilities ETF by 12.1% in the 3rd quarter. Russell Investments Group Ltd. now owns 480 shares of the company’s stock valued at $91,000 after purchasing an additional 52 shares in the last quarter. Vivaldi Capital Management LP lifted its stake in shares of Vanguard Utilities ETF by 4.1% in the third quarter. Vivaldi Capital Management LP now owns 1,352 shares of the company’s stock valued at $256,000 after purchasing an additional 53 shares during the period. Diversify Wealth Management LLC lifted its stake in shares of Vanguard Utilities ETF by 2.9% in the first quarter. Diversify Wealth Management LLC now owns 1,911 shares of the company’s stock valued at $378,000 after purchasing an additional 53 shares during the period. Finally, Advisory Services Network LLC boosted its holdings in Vanguard Utilities ETF by 1.0% during the third quarter. Advisory Services Network LLC now owns 5,679 shares of the company’s stock worth $1,076,000 after buying an additional 54 shares in the last quarter.

Vanguard Utilities ETF Trading Up 0.7%

Shares of VPU opened at $188.86 on Friday. Vanguard Utilities ETF has a twelve month low of $178.51 and a twelve month high of $206.10. The firm has a market capitalization of $8.36 billion, a P/E ratio of 20.60 and a beta of 0.59. The firm’s 50-day moving average is $194.16 and its two-hundred day moving average is $195.79.

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.