Concurrent Investment Advisors LLC Has $2.83 Million Holdings in Vanguard Energy ETF (NYSEARCA:VDE)

Concurrent Investment Advisors LLC increased its stake in Vanguard Energy ETF (NYSEARCA:VDE) by 2.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 23,360 shares of the company’s stock after buying an additional 481 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Vanguard Energy ETF were worth $2,834,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. RPg Family Wealth Advisory LLC acquired a new stake in shares of Vanguard Energy ETF in the 3rd quarter valued at approximately $46,000. Banque Cantonale Vaudoise acquired a new stake in Vanguard Energy ETF during the 3rd quarter valued at $48,000. Golden State Wealth Management LLC acquired a new stake in Vanguard Energy ETF during the 4th quarter valued at $48,000. LRI Investments LLC acquired a new stake in Vanguard Energy ETF during the 3rd quarter valued at $58,000. Finally, Global Financial Private Client LLC lifted its holdings 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 valued at $60,000 after purchasing an additional 154 shares during the last quarter.

Vanguard Energy ETF Price Performance

Shares of Vanguard Energy ETF stock opened at $127.00 on Friday. The business has a fifty day simple moving average of $125.15 and a two-hundred day simple moving average of $126.12. Vanguard Energy ETF has a 1 year low of $115.51 and a 1 year high of $137.92. The company has a market capitalization of $8.47 billion, a price-to-earnings ratio of 8.22 and a beta of 0.51.

About Vanguard Energy ETF

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).