RIA Advisory Group LLC Makes New $4 Million Investment in Vanguard Utilities ETF (NYSEARCA:VPU)

RIA Advisory Group LLC acquired a new position in shares of Vanguard Utilities ETF (NYSEARCA:VPU) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 29,209 shares of the company’s stock, valued at approximately $4,004,000. Vanguard Utilities ETF comprises about 1.2% of RIA Advisory Group LLC’s holdings, making the stock its 12th biggest position. RIA Advisory Group LLC owned 0.08% of Vanguard Utilities ETF as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of the company. Eqis Capital Management Inc. increased its holdings in shares of Vanguard Utilities ETF by 2.7% in the 1st quarter. Eqis Capital Management Inc. now owns 2,453 shares of the company’s stock valued at $397,000 after purchasing an additional 65 shares in the last quarter. Neuberger Berman Group LLC increased its holdings in Vanguard Utilities ETF by 1.8% during the 4th quarter. Neuberger Berman Group LLC now owns 4,598 shares of the company’s stock valued at $705,000 after acquiring an additional 81 shares in the last quarter. Colonial River Wealth Management LLC increased its holdings in 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 increased its holdings in Vanguard Utilities ETF by 1.6% during the 3rd quarter. Huntington National Bank now owns 5,535 shares of the company’s stock valued at $706,000 after acquiring an additional 86 shares in the last quarter. Finally, Kennedy Investment Group increased its holdings in Vanguard Utilities ETF by 1.2% during the 4th quarter. Kennedy Investment Group now owns 6,998 shares of the company’s stock valued at $959,000 after acquiring an additional 86 shares in the last quarter.

Vanguard Utilities ETF Stock Performance

NYSEARCA:VPU traded up $2.10 during mid-day trading on Friday, hitting $141.62. 131,517 shares of the company’s stock traded hands, compared to its average volume of 232,562. The firm’s 50 day simple moving average is $137.26 and its 200 day simple moving average is $134.37. Vanguard Utilities ETF has a 1 year low of $118.81 and a 1 year high of $152.55. The company has a market cap of $5.10 billion, a PE ratio of 19.85 and a beta of 0.56.

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).