Vanguard Energy ETF $VDE is GoalFusion Wealth Management LLC’s 10th Largest Position

GoalFusion Wealth Management LLC lifted its stake in shares of Vanguard Energy ETF (NYSEARCA:VDE) by 10.0% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 34,639 shares of the company’s stock after buying an additional 3,144 shares during the quarter. Vanguard Energy ETF accounts for approximately 2.1% of GoalFusion Wealth Management LLC’s holdings, making the stock its 10th largest holding. GoalFusion Wealth Management LLC’s holdings in Vanguard Energy ETF were worth $5,200,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of VDE. SouthState Bank Corp purchased a new position in Vanguard Energy ETF in the 4th quarter worth approximately $27,000. Strive Financial Group LLC purchased a new stake in shares of Vanguard Energy ETF during the fourth quarter valued at approximately $31,000. Godfrey Financial Associates Inc. purchased a new stake in shares of Vanguard Energy ETF during the fourth quarter valued at approximately $33,000. Matrix Private Capital Group LLC acquired a new position in shares of Vanguard Energy ETF during the first quarter worth $33,000. Finally, Franklin Resources Inc. lifted its position in shares of Vanguard Energy ETF by 3,055.6% during the fourth quarter. Franklin Resources Inc. now owns 284 shares of the company’s stock worth $36,000 after purchasing an additional 275 shares in the last quarter.

Vanguard Energy ETF Trading Up 1.1%

Shares of VDE stock opened at $171.96 on Wednesday. The firm has a fifty day simple moving average of $159.78 and a 200-day simple moving average of $159.89. The company has a market capitalization of $10.31 billion, a PE ratio of 14.10 and a beta of 0.43. Vanguard Energy ETF has a twelve month low of $118.37 and a twelve month high of $179.34.

Vanguard Energy ETF Company 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.