OneAscent Wealth Management LLC Purchases 529 Shares of Vanguard Utilities ETF (NYSEARCA:VPU)

OneAscent Wealth Management LLC grew its position in Vanguard Utilities ETF (NYSEARCA:VPU) by 31.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,224 shares of the company’s stock after purchasing an additional 529 shares during the quarter. OneAscent Wealth Management LLC’s holdings in Vanguard Utilities ETF were worth $317,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Heritage Wealth Management LLC bought a new position in shares of Vanguard Utilities ETF in the fourth quarter worth approximately $233,000. Lincoln National Corp lifted its holdings in shares of Vanguard Utilities ETF by 6.9% in the fourth quarter. Lincoln National Corp now owns 9,093 shares of the company’s stock worth $1,246,000 after buying an additional 586 shares in the last quarter. Wells Fargo & Company MN lifted its holdings in shares of Vanguard Utilities ETF by 12.6% in the fourth quarter. Wells Fargo & Company MN now owns 318,375 shares of the company’s stock worth $43,640,000 after buying an additional 35,520 shares in the last quarter. Glass Jacobson Investment Advisors llc lifted its holdings in shares of Vanguard Utilities ETF by 22.3% in the fourth quarter. Glass Jacobson Investment Advisors llc now owns 7,543 shares of the company’s stock worth $1,034,000 after buying an additional 1,374 shares in the last quarter. Finally, American Trust lifted its holdings in shares of Vanguard Utilities ETF by 5.1% in the fourth quarter. American Trust now owns 2,757 shares of the company’s stock worth $378,000 after buying an additional 135 shares in the last quarter.

Vanguard Utilities ETF Stock Performance

VPU stock opened at $147.92 on Friday. Vanguard Utilities ETF has a one year low of $118.81 and a one year high of $158.07. The company’s fifty day moving average price is $151.70 and its 200-day moving average price is $141.76. The company has a market capitalization of $5.33 billion, a PE 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).