Smallwood Wealth Investment Management LLC Purchases Shares of 19,964 Vanguard Energy ETF (NYSEARCA:VDE)

Smallwood Wealth Investment Management LLC purchased a new position in Vanguard Energy ETF (NYSEARCA:VDE) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 19,964 shares of the company’s stock, valued at approximately $2,422,000. Vanguard Energy ETF comprises 1.7% of Smallwood Wealth Investment Management LLC’s investment portfolio, making the stock its 13th largest position.

Several other institutional investors and hedge funds also recently made changes to their positions in VDE. Valeo Financial Advisors LLC grew its position in Vanguard Energy ETF by 0.8% during the third quarter. Valeo Financial Advisors LLC now owns 9,451 shares of the company’s stock worth $1,157,000 after buying an additional 79 shares in the last quarter. Cornerstone Wealth Management LLC grew its holdings in shares of Vanguard Energy ETF by 1.3% during the 3rd quarter. Cornerstone Wealth Management LLC now owns 6,297 shares of the company’s stock worth $771,000 after purchasing an additional 81 shares in the last quarter. Evanson Asset Management LLC increased its position in shares of Vanguard Energy ETF by 0.7% during the fourth quarter. Evanson Asset Management LLC now owns 13,694 shares of the company’s stock valued at $1,661,000 after purchasing an additional 91 shares during the period. Grandview Asset Management LLC raised its stake in shares of Vanguard Energy ETF by 5.5% in the third quarter. Grandview Asset Management LLC now owns 1,838 shares of the company’s stock valued at $225,000 after purchasing an additional 96 shares in the last quarter. Finally, Global Wealth Management LLC lifted its position in Vanguard Energy ETF by 1.6% in the fourth quarter. Global Wealth Management LLC now owns 5,939 shares of the company’s stock worth $720,000 after purchasing an additional 96 shares during the period.

Vanguard Energy ETF Price Performance

VDE opened at $130.04 on Friday. Vanguard Energy ETF has a fifty-two week low of $112.99 and a fifty-two week high of $137.92. The company has a market capitalization of $8.68 billion, a P/E ratio of 8.22 and a beta of 0.51. The firm’s fifty day moving average price is $127.36 and its two-hundred day moving average price is $126.30.

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).