Robertson Stephens Wealth Management LLC Has $443,000 Stock Holdings in Vanguard Energy ETF (NYSEARCA:VDE)

Robertson Stephens Wealth Management LLC cut its position in Vanguard Energy ETF (NYSEARCA:VDE) by 21.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,652 shares of the company’s stock after selling 971 shares during the period. Robertson Stephens Wealth Management LLC’s holdings in Vanguard Energy ETF were worth $443,000 at the end of the most recent reporting period.

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 about $46,000. Banque Cantonale Vaudoise acquired a new position in Vanguard Energy ETF during the 3rd quarter valued at about $48,000. LRI Investments LLC acquired a new position in Vanguard Energy ETF during the 3rd quarter valued at about $58,000. Global Financial Private Client LLC boosted its stake 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. Finally, WFA Asset Management Corp boosted its stake in Vanguard Energy ETF by 23.2% during the 4th quarter. WFA Asset Management Corp now owns 1,222 shares of the company’s stock valued at $148,000 after purchasing an additional 230 shares during the last quarter.

Vanguard Energy ETF Stock Performance

VDE stock opened at $124.46 on Friday. The company has a market capitalization of $8.31 billion, a P/E ratio of 8.22 and a beta of 0.51. Vanguard Energy ETF has a 52-week low of $115.31 and a 52-week high of $137.92. The business has a 50-day simple moving average of $125.69 and a two-hundred day simple moving average of $126.19.

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).