Vanguard Energy ETF (NYSEARCA:VDE) Shares Acquired by EP Wealth Advisors LLC

EP Wealth Advisors LLC increased its holdings in Vanguard Energy ETF (NYSEARCA:VDE) by 23.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,725 shares of the company’s stock after acquiring an additional 2,385 shares during the quarter. EP Wealth Advisors LLC’s holdings in Vanguard Energy ETF were worth $1,544,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Assetmark Inc. increased its holdings in shares of Vanguard Energy ETF by 31.4% in the fourth quarter. Assetmark Inc. now owns 6,373 shares of the company’s stock valued at $773,000 after purchasing an additional 1,524 shares during the period. Zuckerman Investment Group LLC grew its position in Vanguard Energy ETF by 1.9% in the 4th quarter. Zuckerman Investment Group LLC now owns 122,547 shares of the company’s stock valued at $15,207,000 after buying an additional 2,279 shares during the last quarter. Russell Investments Group Ltd. increased its stake in Vanguard Energy ETF by 138.9% in the 4th quarter. Russell Investments Group Ltd. now owns 485 shares of the company’s stock valued at $59,000 after buying an additional 282 shares during the period. Blue Trust Inc. raised its position in Vanguard Energy ETF by 24.9% during the 4th quarter. Blue Trust Inc. now owns 1,918 shares of the company’s stock worth $233,000 after buying an additional 382 shares during the last quarter. Finally, Center for Financial Planning Inc. lifted its stake in shares of Vanguard Energy ETF by 7.6% in the 4th quarter. Center for Financial Planning Inc. now owns 5,494 shares of the company’s stock worth $666,000 after acquiring an additional 387 shares during the period.

Vanguard Energy ETF Stock Up 1.0 %

Shares of Vanguard Energy ETF stock opened at $115.31 on Friday. The firm has a market cap of $10.71 billion, a price-to-earnings ratio of 13.63 and a beta of 0.94. Vanguard Energy ETF has a 52-week low of $103.07 and a 52-week high of $137.41. The company’s 50-day simple moving average is $118.02 and its 200-day simple moving average is $123.86.

About Vanguard Energy ETF

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).