JPMorgan Chase & Co. Reduces Vanguard Utilities ETF Holdings

On January 16, 2025, it was reported that JPMorgan Chase & Co. has decreased its stakes in the Vanguard Utilities ETF (NYSEARCA:VPU) by 6.7% during the third quarter. According to the latest Form 13F filing with the SEC, the firm now holds 37,739 shares of VPU, having sold 2,704 shares in the recent quarter. As per the latest filing, JPMorgan Chase & Co.'s shares in the Vanguard Utilities ETF are valued at approximately $6,569,000.

Other institutional investors have also adjusted their positions in VPU. For instance, Northwestern Mutual Wealth Management Co. significantly increased its holdings in the Vanguard Utilities ETF by 106.2% during the second quarter. Now, the firm owns 1,058,334 shares valued at around $156,549,000 after a purchase of an additional 545,178 shares in the last quarter. Meanwhile, Invst LLC has notably raised its stakes in Vanguard Utilities ETF by an astonishing 3,335.1% during the third quarter, acquiring 49,672 shares worth about $8,645,000 after adding 48,226 shares in the previous quarter. Captrust Financial Advisors has also raised its stake by 31.0%, now owning 195,762 shares valued at approximately $34,072,000 after purchasing an additional 46,299 shares during the same period.

Vanguard Utilities ETF Performance

As of Thursday, shares of VPU opened at $165.97. The ETF boasts a market capitalization of $5.97 billion and holds a PE ratio of 20.65 with a beta of 0.56. The moving averages stand at $168.80 over 50 days and $165.76 over 200 days. This ETF has seen a twelve-month low of $128.05 and a high of $180.04.

About Vanguard Utilities ETF

The Vanguard Utilities ETF is an exchange-traded fund managed by Vanguard Utilities Index Fund. Its primary goal is to track the performance of the Morgan Stanley Capital International United States Investable Market Utilities Index. This index comprises stocks from large, medium, and small companies within the utilities sector, as categorized by the Global Industry Classification Standard (GICS).

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For those interested in tracking the latest hedge fund activities, including current holders of VPU, visit HoldingsChannel.com for the latest 13F filings and insider trades related to Vanguard Utilities ETF.

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JPMorgan, Vanguard, ETFs