Vanguard Energy ETF (NYSEARCA:VDE) is Allen Wealth Management LLC’s 4th Largest Position

Posted by Hanz Christensen on Apr 3rd, 2025

Allen Wealth Management LLC lifted its stake in shares of Vanguard Energy ETF (NYSEARCA:VDE – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 89,747 shares of the company’s stock after purchasing an additional 871 shares during the quarter. Vanguard Energy ETF accounts for about 7.8% of Allen Wealth Management LLC’s holdings, making the stock its 4th largest position. Allen Wealth Management LLC owned about 0.13% of Vanguard Energy ETF worth $10,887,000 as of its most recent filing with the SEC.

Other large investors have also added to or reduced their stakes in the company. Rakuten Securities Inc. grew its position in shares of Vanguard Energy ETF by 113.0% during the 4th quarter. Rakuten Securities Inc. now owns 230 shares of the company’s stock valued at $28,000 after purchasing an additional 122 shares in the last quarter. Golden State Wealth Management LLC bought a new stake in Vanguard Energy ETF during the fourth quarter valued at $48,000. Centricity Wealth Management LLC purchased a new position in Vanguard Energy ETF during the fourth quarter worth about $54,000. LRI Investments LLC bought a new position in Vanguard Energy ETF in the 3rd quarter worth about $58,000. Finally, Global Financial Private Client LLC increased its stake in Vanguard Energy ETF by 45.4% in the 4th quarter. Global Financial Private Client LLC now owns 493 shares of the company’s stock worth $60,000 after acquiring an additional 154 shares during the last quarter.

Vanguard Energy ETF Trading Up 0.2 %

Shares of VDE opened at $130.56 on Thursday. Vanguard Energy ETF has a 12-month low of $115.51 and a 12-month high of $137.92. The company has a market cap of $12.13 billion, a PE ratio of 15.41 and a beta of 0.94. The stock has a 50-day moving average price of $126.11 and a 200-day moving average price of $126.55.

Vanguard Energy ETF Increases Dividend

The business also recently announced a dividend, which was paid on Thursday, March 27th. Shareholders of record on Tuesday, March 25th were given a dividend of $0.9487 per share. The ex-dividend date was Tuesday, March 25th. This is a positive change from Vanguard Energy ETF’s previous dividend of $0.95.

About Vanguard Energy ETF

(Free Report)

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).