GoalFusion Wealth Management LLC Grows Holdings in Vanguard Energy ETF (NYSEARCA:VDE)

GoalFusion Wealth Management LLC boosted its stake in shares of Vanguard Energy ETF (NYSEARCA:VDE) by 5.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 50,880 shares of the company’s stock after buying an additional 2,724 shares during the period. Vanguard Energy ETF makes up approximately 3.4% of GoalFusion Wealth Management LLC’s holdings, making the stock its 7th largest holding. GoalFusion Wealth Management LLC owned approximately 0.08% of Vanguard Energy ETF worth $6,172,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Janney Montgomery Scott LLC boosted its holdings in Vanguard Energy ETF by 79.6% during the 3rd quarter. Janney Montgomery Scott LLC now owns 22,097 shares of the company’s stock valued at $2,706,000 after acquiring an additional 9,794 shares during the period. US Bancorp DE lifted its position in shares of Vanguard Energy ETF by 5.8% during the third quarter. US Bancorp DE now owns 3,783 shares of the company’s stock worth $463,000 after purchasing an additional 206 shares during the last quarter. Global Retirement Partners LLC boosted its stake in shares of Vanguard Energy ETF by 12.9% during the third quarter. Global Retirement Partners LLC now owns 6,220 shares of the company’s stock valued at $762,000 after purchasing an additional 710 shares during the period. Pitcairn Co. bought a new position in shares of Vanguard Energy ETF in the third quarter worth about $429,000. Finally, Grandview Asset Management LLC increased its stake in Vanguard Energy ETF by 5.5% in the 3rd quarter. Grandview Asset Management LLC now owns 1,838 shares of the company’s stock worth $225,000 after buying an additional 96 shares during the period.

Vanguard Energy ETF Price Performance

Shares of VDE opened at $132.76 on Friday. The firm has a market capitalization of $8.86 billion, a price-to-earnings ratio of 8.22 and a beta of 0.51. Vanguard Energy ETF has a 1-year low of $110.51 and a 1-year high of $137.92. The company has a 50-day moving average of $127.39 and a 200 day moving average of $126.23.

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).