Shelter Mutual Insurance Co Makes New Investment in Vanguard Energy ETF $VDE

Shelter Mutual Insurance Co bought a new position in Vanguard Energy ETF (NYSEARCA:VDE) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 43,850 shares of the company’s stock, valued at approximately $16,226,000. Vanguard Energy ETF comprises about 3.4% of Shelter Mutual Insurance Co’s portfolio, making the stock its 5th largest position. Shelter Mutual Insurance Co owned approximately 0.07% of Vanguard Energy ETF as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of VDE. Greenwood Gearhart Inc. grew its position in Vanguard Energy ETF by 6.8% during the 4th quarter. Greenwood Gearhart Inc. now owns 175,649 shares of the company’s stock valued at $22,118,000 after purchasing an additional 11,107 shares during the last quarter. Gerald Baker Financial Group LLC bought a new stake in Vanguard Energy ETF during the 1st quarter valued at about $7,370,000. Strengthening Families & Communities LLC raised its holdings in Vanguard Energy ETF by 8.7% in the fourth quarter. Strengthening Families & Communities LLC now owns 42,323 shares of the company’s stock worth $5,329,000 after buying an additional 3,376 shares during the last quarter. World Investment Advisors raised its holdings in Vanguard Energy ETF by 21.9% in the fourth quarter. World Investment Advisors now owns 17,321 shares of the company’s stock worth $2,181,000 after buying an additional 3,107 shares during the last quarter. Finally, TMB Capital Partners LLC purchased a new position in Vanguard Energy ETF in the fourth quarter worth about $627,000.

Vanguard Energy ETF Stock Performance

Shares of NYSEARCA VDE opened at $179.58 on Friday. The firm’s 50 day moving average price is $161.91 and its 200-day moving average price is $161.78. The company has a market cap of $10.77 billion, a PE ratio of 14.10 and a beta of 0.43. Vanguard Energy ETF has a 52-week low of $119.84 and a 52-week high of $182.15.

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.