Guardian Wealth Management LLC Invests $5.69 Million in Vanguard Energy ETF $VDE
by Tristan Rich · The Markets DailyGuardian Wealth Management LLC acquired a new position in Vanguard Energy ETF (NYSEARCA:VDE – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 45,165 shares of the company’s stock, valued at approximately $5,687,000. Vanguard Energy ETF comprises about 1.8% of Guardian Wealth Management LLC’s investment portfolio, making the stock its 18th biggest position. Guardian Wealth Management LLC owned approximately 0.08% of Vanguard Energy ETF at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Thurston Springer Miller Herd & Titak Inc. lifted its holdings in Vanguard Energy ETF by 330.0% during the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 215 shares of the company’s stock worth $27,000 after buying an additional 165 shares during the period. Birchcreek Wealth Management LLC increased its stake in shares of Vanguard Energy ETF by 5.5% in the fourth quarter. Birchcreek Wealth Management LLC now owns 4,446 shares of the company’s stock valued at $560,000 after buying an additional 231 shares during the period. Sharp Wealth Advisory LLC acquired a new stake in shares of Vanguard Energy ETF in the fourth quarter valued at about $227,000. Matauro LLC bought a new position in shares of Vanguard Energy ETF during the fourth quarter worth about $210,000. Finally, Blue Trust Inc. raised its position in shares of Vanguard Energy ETF by 6.5% during the fourth quarter. Blue Trust Inc. now owns 11,902 shares of the company’s stock worth $1,499,000 after acquiring an additional 722 shares during the last quarter.
Vanguard Energy ETF Price Performance
Vanguard Energy ETF stock opened at $168.06 on Friday. The stock’s 50 day moving average is $157.80 and its 200 day moving average is $137.70. Vanguard Energy ETF has a one year low of $103.07 and a one year high of $179.34. The firm has a market cap of $9.85 billion, a P/E ratio of 14.10 and a beta of 0.77.
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). 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.