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

Concurrent Investment Advisors LLC grew its position in shares of Vanguard Energy ETF (NYSEARCA:VDE) by 2.1% during the 4th quarter, Holdings Channel reports. The institutional investor 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 filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently added to or reduced their stakes in VDE. RPg Family Wealth Advisory LLC bought a new position in Vanguard Energy ETF during the 3rd quarter worth $46,000. Banque Cantonale Vaudoise bought a new position in Vanguard Energy ETF during the 3rd quarter worth $48,000. Golden State Wealth Management LLC bought a new position in Vanguard Energy ETF during the 4th quarter worth $48,000. LRI Investments LLC bought a new position in Vanguard Energy ETF during the 3rd quarter worth $58,000. Finally, Global Financial Private Client LLC increased its position in shares of Vanguard Energy ETF by 45.4% in the fourth quarter. Global Financial Private Client LLC now owns 493 shares of the company’s stock worth $60,000 after purchasing an additional 154 shares during the period.

Vanguard Energy ETF Stock Performance

Shares of NYSEARCA VDE opened at $127.00 on Friday. Vanguard Energy ETF has a 52 week low of $115.51 and a 52 week high of $137.92. The stock has a market capitalization of $8.47 billion, a P/E ratio of 8.22 and a beta of 0.51. The stock’s fifty day moving average is $125.15 and its 200 day moving average is $126.12.

Vanguard Energy ETF 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).