EP Wealth Advisors LLC Sells 398 Shares of Vanguard Energy ETF (NYSEARCA:VDE)

EP Wealth Advisors LLC reduced its position in shares of Vanguard Energy ETF (NYSEARCA:VDE) by 6.0% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,254 shares of the company’s stock after selling 398 shares during the period. EP Wealth Advisors LLC’s holdings in Vanguard Energy ETF were worth $824,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. CreativeOne Wealth LLC boosted its holdings in Vanguard Energy ETF by 15.2% in the first quarter. CreativeOne Wealth LLC now owns 3,259 shares of the company’s stock valued at $429,000 after acquiring an additional 431 shares during the last quarter. InterOcean Capital Group LLC bought a new stake in Vanguard Energy ETF in the first quarter valued at approximately $214,000. O Shaughnessy Asset Management LLC boosted its holdings in Vanguard Energy ETF by 172.9% in the first quarter. O Shaughnessy Asset Management LLC now owns 4,964 shares of the company’s stock valued at $654,000 after acquiring an additional 3,145 shares during the last quarter. Covestor Ltd boosted its holdings in Vanguard Energy ETF by 18.5% in the first quarter. Covestor Ltd now owns 2,007 shares of the company’s stock valued at $264,000 after acquiring an additional 313 shares during the last quarter. Finally, Capital Wealth Alliance LLC boosted its holdings in Vanguard Energy ETF by 181.9% in the first quarter. Capital Wealth Alliance LLC now owns 17,162 shares of the company’s stock valued at $2,260,000 after acquiring an additional 11,074 shares during the last quarter.

Vanguard Energy ETF Stock Performance

Shares of Vanguard Energy ETF stock traded up $0.55 on Friday, reaching $129.20. 255,487 shares of the company’s stock were exchanged, compared to its average volume of 462,741. The company has a market capitalization of $8.62 billion, a P/E ratio of 8.22 and a beta of 0.51. Vanguard Energy ETF has a 52 week low of $110.51 and a 52 week high of $137.92. The firm’s 50-day moving average is $127.52 and its two-hundred day moving average is $125.62.

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).