Montag A & Associates Inc. Sells 8,941 Shares of Vanguard Energy ETF $VDE

Montag A & Associates Inc. lowered its holdings in Vanguard Energy ETF (NYSEARCA:VDE) by 26.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 24,257 shares of the company’s stock after selling 8,941 shares during the quarter. Montag A & Associates Inc.’s holdings in Vanguard Energy ETF were worth $3,054,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in VDE. BNP Paribas Financial Markets increased its stake in Vanguard Energy ETF by 23,247.2% in the second quarter. BNP Paribas Financial Markets now owns 353,477 shares of the company’s stock valued at $42,106,000 after acquiring an additional 351,963 shares during the period. Corient Private Wealth LLC increased its stake in Vanguard Energy ETF by 90.8% in the second quarter. Corient Private Wealth LLC now owns 307,070 shares of the company’s stock valued at $36,578,000 after acquiring an additional 146,147 shares during the period. Quadrature Capital Ltd bought a new stake in Vanguard Energy ETF in the third quarter valued at about $15,862,000. Envestnet Asset Management Inc. increased its stake in Vanguard Energy ETF by 16.6% in the third quarter. Envestnet Asset Management Inc. now owns 498,588 shares of the company’s stock valued at $62,752,000 after acquiring an additional 71,068 shares during the period. Finally, Guardian Wealth Management LLC bought a new stake in Vanguard Energy ETF in the fourth quarter valued at about $5,687,000.

Vanguard Energy ETF Price Performance

NYSEARCA VDE opened at $167.52 on Monday. The stock has a market cap of $10.49 billion, a P/E ratio of 14.10 and a beta of 0.45. The company’s 50-day simple moving average is $163.33 and its 200 day simple moving average is $142.81. Vanguard Energy ETF has a twelve month low of $111.68 and a twelve month high of $179.34.

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). 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.