Falcon Wealth Planning Grows Stake in Vanguard Energy ETF (NYSEARCA:VDE)

Falcon Wealth Planning lifted its stake in Vanguard Energy ETF (NYSEARCA:VDE) by 51.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,508 shares of the company’s stock after buying an additional 850 shares during the period. Falcon Wealth Planning’s holdings in Vanguard Energy ETF were worth $304,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of VDE. RPg Family Wealth Advisory LLC acquired a new stake in Vanguard Energy ETF in the third quarter valued at approximately $46,000. Banque Cantonale Vaudoise purchased a new position in shares of Vanguard Energy ETF in the third quarter valued at $48,000. LRI Investments LLC acquired a new stake in Vanguard Energy ETF during the 3rd quarter valued at $58,000. Global Financial Private Client LLC increased its stake in Vanguard Energy ETF by 45.4% during the 4th quarter. Global Financial Private Client LLC now owns 493 shares of the company’s stock worth $60,000 after buying an additional 154 shares during the period. Finally, JFS Wealth Advisors LLC acquired a new position in Vanguard Energy ETF in the 3rd quarter worth $153,000.

Vanguard Energy ETF Price Performance

NYSEARCA:VDE opened at $126.03 on Wednesday. The firm has a 50-day moving average of $126.96 and a two-hundred day moving average of $126.37. The stock has a market cap of $8.41 billion, a P/E ratio of 8.22 and a beta of 0.51. Vanguard Energy ETF has a 1-year low of $114.45 and a 1-year 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).