Allen Wealth Management LLC Raises Holdings in Vanguard Energy ETF $VDE

Allen Wealth Management LLC increased its position in Vanguard Energy ETF (NYSEARCA:VDE) by 4.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 100,132 shares of the company’s stock after purchasing an additional 4,258 shares during the period. Vanguard Energy ETF makes up 7.6% of Allen Wealth Management LLC’s investment portfolio, making the stock its 5th largest holding. Allen Wealth Management LLC owned about 0.18% of Vanguard Energy ETF worth $12,609,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Brighton Jones LLC lifted its stake in Vanguard Energy ETF by 1.7% during the 4th quarter. Brighton Jones LLC now owns 18,777 shares of the company’s stock valued at $2,278,000 after acquiring an additional 306 shares in the last quarter. AQR Capital Management LLC bought a new position in Vanguard Energy ETF during the 1st quarter valued at $281,000. Cerity Partners LLC lifted its stake in Vanguard Energy ETF by 1.3% during the 2nd quarter. Cerity Partners LLC now owns 34,484 shares of the company’s stock valued at $4,108,000 after acquiring an additional 438 shares in the last quarter. Qube Research & Technologies Ltd lifted its stake in Vanguard Energy ETF by 2,383.1% during the 2nd quarter. Qube Research & Technologies Ltd now owns 7,921 shares of the company’s stock valued at $944,000 after acquiring an additional 7,602 shares in the last quarter. Finally, Main Street Financial Solutions LLC lifted its stake in Vanguard Energy ETF by 10.8% during the 2nd quarter. Main Street Financial Solutions LLC now owns 9,169 shares of the company’s stock valued at $1,092,000 after acquiring an additional 890 shares in the last quarter.

Vanguard Energy ETF Price Performance

Shares of Vanguard Energy ETF stock opened at $162.31 on Tuesday. Vanguard Energy ETF has a 1 year low of $108.80 and a 1 year high of $179.34. The firm has a market cap of $10.16 billion, a PE ratio of 14.10 and a beta of 0.51. The stock has a fifty day moving average price of $160.67 and a 200-day moving average price of $139.49.

Vanguard Energy ETF Profile

Vanguard Energy ETF (the Fund) is an exchange-traded share class of Vanguard Energy Index Fund. The Fund employs a passive management or indexing investment approach designed to track the performance of the Morgan Stanley Capital International (MSCI) US Investable Market Energy Index (the Index), an index of stocks of large, medium and small United States companies in the energy sector, as classified under the Global Industry Classification Standard (GICS). This GICS sector is made up of companies whose businesses are dominated by activities, such as the construction or provision of oil rigs, drilling equipment, and other energy-related service and equipment (such as seismic data collection), or companies engaged in the exploration, production, marketing, refining, and/or transportation of oil and gas products.