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VPU

Vanguard Utilities ETF
1W: -4.9% 1M: -3.4% 3M: +4.7% YTD: +3.0% 1Y: +16.0% 3Y: +44.6% 5Y: +61.6%
$192.75
-8.02 (-3.99%)
After Hours: $194.91 (+2.16, +1.12%)
ETF AMEX · AUM $10.6B
ETF-Level Metrics
AUM$10.6B
Holdings67
Top 10 Wt52.0%
Beta0.73
% Profitable84%
Coverage99%
Portfolio Valuation
P/E24.1
P/B0.6
P/S3.7
EV/EBITDA13.8
P/FCF4.3
PEG1.83
Profitability & Returns
Gross Margin51.7%
Net Margin15.3%
ROE4.1%
ROA1.9%
ROIC3.7%
Div Yield2.73%
Leverage & Liquidity
Debt/Equity0.37
Debt/Assets0.21
Net Debt/EBITDA-1.1x
Interest Cov2.4x
Current Ratio3.44
Quick Ratio3.31
Growth (YoY)
Revenue+9.2%
Net Income+7.8%
EPS+6.7%
FCF+32.0%
EBITDA+7.0%
Rev CAGR 3Y+2.8%
Quality Scores
Piotroski F6.4
Altman Z1.83
IS Quality63.3
IS Overall47.3
IS Value53.7
Median P/E20.0

Sector Breakdown

4 sectors
Sector # Holdings Total Weight % Avg P/E
Utilities 64 98.4% 19.0
Energy 2 0.5% 14.4
Other 3 0.3%
Industrials 1 0.2% 21.1

Smart Money Overlap

5 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AEP American Electric Power Company, Inc. 4.40% 4 Bullish 26 3 -5.1%
SRE Sempra 3.87% 4 Bullish 7 1 -0.9%
EXC Exelon Corporation 2.81% 4 Bullish 8 1 -2.0%
ATO Atmos Energy Corporation 1.86% 4 Bullish 1 1 +6.1%
WTRG Essential Utilities, Inc. 0.70% 4 Bullish 8 2 +0.9%
Showing 50 of 70 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NextEra Energy Inc NEE 11.89% $1.3B 14,025,351 27.4 $186.5B Utilities
2 Southern Co/The SO 6.35% $702.3M 7,212,355 23.7 $104.5B Utilities
3 Duke Energy Corp DUK 6.26% $693.0M 5,296,450 19.9 $98.7B Utilities
4 Constellation Energy Corp CEG 6.26% $692.0M 2,097,730 38.1 $88.1B Utilities
5 American Electric Power Co Inc AEP 4.40% $486.8M 3,637,586 18.2 $68.0B Utilities
6 Sempra SRE 3.87% $427.9M 4,445,267 32.6 $59.9B Utilities
7 Vistra Corp VST 3.63% $401.3M 2,307,671 52.6 $49.5B Utilities
8 Dominion Energy Inc D 3.32% $367.2M 5,815,805 16.9 $52.2B Utilities
9 Xcel Energy Inc XEL 3.04% $335.8M 4,028,832 22.6 $47.9B Utilities
10 Entergy Corp ETR 2.95% $325.8M 3,041,662 25.5 $45.3B Utilities
11 Exelon Corp EXC 2.81% $310.7M 6,280,827 17.0 $47.5B Utilities
12 Public Service Enterprise Group Inc PEG 2.65% $292.6M 3,399,625 18.8 $39.7B Utilities
13 PG&E Corp PCG 2.57% $284.4M 14,969,437 14.2 $38.1B Utilities
14 Consolidated Edison Inc ED 2.50% $276.6M 2,458,244 19.5 $39.5B Utilities
15 WEC Energy Group Inc WEC 2.34% $259.1M 2,215,502 23.4 $36.5B Utilities
16 NRG Energy Inc NRG 2.11% $233.6M 1,305,212 32.1 $31.2B Utilities
17 DTE Energy Co DTE 1.90% $209.7M 1,414,477 20.0 $29.4B Utilities
18 Ameren Corp AEE 1.89% $208.7M 1,842,276 19.8 $29.3B Utilities
19 Atmos Energy Corp ATO 1.86% $205.8M 1,101,620 23.5 $29.9B Utilities
20 PPL Corp PPL 1.78% $196.4M 5,038,180 22.9 $27.5B Utilities
21 Edison International EIX 1.77% $195.9M 2,620,689 5.8 $26.8B Utilities
22 Eversource Energy ES 1.76% $194.7M 2,555,320 14.8 $25.0B Utilities
23 CenterPoint Energy Inc CNP 1.75% $193.4M 4,446,543 26.1 $27.4B Utilities
24 FirstEnergy Corp FE 1.73% $191.2M 3,737,610 27.5 $28.1B Utilities
25 American Water Works Co Inc AWK 1.63% $180.8M 1,329,296 23.8 $26.5B Utilities
26 CMS Energy Corp CMS 1.46% $161.8M 2,072,654 20.9 $22.8B Utilities
27 NiSource Inc NI 1.39% $153.7M 3,250,083 22.9 $21.5B Utilities
28 Evergy Inc EVRG 1.19% $131.2M 1,567,929 21.2 $18.1B Utilities
29 Alliant Energy Corp LNT 1.14% $126.6M 1,750,726 21.8 $17.7B Utilities
30 Talen Energy Corp TLN 0.89% $98.1M 264,498 -63.2 $13.8B Utilities
31 AES Corp/The AES 0.76% $83.8M 4,850,136 11.2 $10.0B Utilities
32 Pinnacle West Capital Corp PNW 0.74% $81.8M 815,175 18.9 $11.8B Utilities
33 Essential Utilities Inc WTRG 0.70% $77.1M 1,927,983 18.3 $11.3B Utilities
34 OGE Energy Corp OGE 0.62% $69.0M 1,403,917 19.8 $9.5B Utilities
35 National Fuel Gas Co NFG 0.51% $56.0M 614,776 12.8 $8.7B Energy
36 UGI Corp UGI 0.49% $54.7M 1,462,981 12.7 $7.6B Utilities
37 IDACORP Inc IDA 0.48% $53.0M 368,089 22.7 $7.4B Utilities
38 Oklo Inc OKLO 0.43% $47.5M 754,002 -74.8 $8.4B Utilities
39 Portland General Electric Co POR 0.37% $41.3M 766,128 18.4 $5.9B Utilities
40 Ormat Technologies Inc ORA 0.37% $40.8M 393,283 52.2 $6.5B Utilities
41 TXNM Energy Inc TXNM 0.36% $39.4M 667,644 35.6 $6.3B Utilities
42 Black Hills Corp BKH 0.34% $37.9M 514,033 17.5 $5.1B Utilities
43 New Jersey Resources Corp NJR 0.34% $37.2M 686,128 16.3 $5.3B Utilities
44 Southwest Gas Holdings Inc SWX 0.33% $36.8M 417,874 13.7 $6.0B Utilities
45 Spire Inc SR 0.33% $36.8M 402,079 18.3 $5.2B Utilities
46 ONE Gas Inc OGS 0.32% $35.7M 408,616 19.1 $5.3B Utilities
47 MKTLIQ 12/31/2049 Private 0.29% $32.6M 32,556,820
48 Northwestern Energy Group Inc NWE 0.26% $29.3M 418,228 21.6 $3.9B Utilities
49 MDU Resources Group Inc MDU 0.25% $27.3M 1,322,374 21.1 $4.0B Industrials
50 Avista Corp AVA 0.20% $22.5M 554,188 16.2 $3.2B Utilities

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms