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

GoalFusion Wealth Management LLC boosted its position in Vanguard Energy ETF (NYSEARCA:VDE) by 8.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 48,156 shares of the company’s stock after purchasing an additional 3,611 shares during the quarter. Vanguard Energy ETF makes up approximately 3.3% of GoalFusion Wealth Management LLC’s investment portfolio, making the stock its 7th largest holding. GoalFusion Wealth Management LLC owned about 0.07% of Vanguard Energy ETF worth $5,898,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Beacon Capital Management Inc. grew its holdings in Vanguard Energy ETF by 222.4% during the first quarter. Beacon Capital Management Inc. now owns 1,324,346 shares of the company’s stock worth $175,569,000 after acquiring an additional 913,542 shares during the period. The Manufacturers Life Insurance Company raised its holdings in Vanguard Energy ETF by 0.3% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 826,646 shares of the company’s stock valued at $105,455,000 after acquiring an additional 2,069 shares during the last quarter. Main Management ETF Advisors LLC lifted its position in Vanguard Energy ETF by 2.6% during the second quarter. Main Management ETF Advisors LLC now owns 720,510 shares of the company’s stock worth $91,915,000 after buying an additional 18,105 shares in the last quarter. LPL Financial LLC boosted its position in shares of Vanguard Energy ETF by 9.8% during the 2nd quarter. LPL Financial LLC now owns 541,783 shares of the company’s stock valued at $69,115,000 after acquiring an additional 48,418 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its stake in shares of Vanguard Energy ETF by 3.9% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 535,209 shares of the company’s stock valued at $68,276,000 after buying an additional 20,125 shares during the period.

Vanguard Energy ETF Stock Up 0.4 %

Shares of VDE traded up $0.54 during trading on Monday, reaching $130.59. 117,066 shares of the company traded hands, compared to its average volume of 448,232. The stock has a market cap of $8.71 billion, a PE ratio of 8.22 and a beta of 0.51. The stock has a 50-day simple moving average of $124.24 and a 200-day simple moving average of $127.73. Vanguard Energy ETF has a twelve month low of $110.51 and a twelve month high of $137.92.

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).