Cwm LLC Increases Holdings in Vanguard Energy ETF

Cwm LLC has significantly increased its investment in the Vanguard Energy ETF (NYSEARCA:VDE) by 195.0% during the third quarter, as reported by Holdings Channel.com. The firm now holds 1,935 shares of the ETF after acquiring an additional 1,279 shares in this period. As of its recent Securities and Exchange Commission (SEC) filing, Cwm LLC's total holdings in the Vanguard Energy ETF are valued at approximately $237,000.

Other institutional investors and hedge funds have also been active in the Vanguard Energy ETF, with several increasing their stake. For instance, The Manufacturers Life Insurance Company raised its holdings by 0.3% in the previous quarter, now owning 826,646 shares valued at $105,455,000 after an addition of 2,069 shares. Main Management ETF Advisors LLC increased its position by 2.6%, holding 720,510 shares worth $91,915,000 following a purchase of 18,105 shares.

LPL Financial LLC expanded its investment by 9.8% in the second quarter, bringing its holdings to 541,783 shares, valued at $69,115,000 after acquiring an additional 48,418 shares. Northwestern Mutual Wealth Management Co. also increased its stake by 3.9%, now holding 535,209 shares worth $68,276,000 after buying 20,125 more shares. Cetera Investment Advisers saw a dramatic increase of 930.9% in its holdings during the first quarter, now owning 283,453 shares valued at $37,331,000 after purchasing an impressive 255,958 shares in the last quarter.

Current Market Status of Vanguard Energy ETF

As of Wednesday, the shares of NYSEARCA:VDE opened at $125.82. Over the past year, the Vanguard Energy ETF has fluctuated between a low of $110.51 and a high of $137.92. The fifty-day simple moving average stands at $124.76, while the 200-day simple moving average is at $127.32. The ETF has a market capitalization of $8.40 billion, with a price-to-earnings (P/E) ratio of 8.22 and a beta of 0.51.

Overview of Vanguard Energy ETF

The Vanguard Energy ETF is an exchange-traded fund that operates as a share class of the Vanguard Energy Index Fund. It utilizes a passive management or indexing strategy aimed at tracking the performance of the MSCI US Investable Market Energy Index. This index includes stocks from large, medium, and small companies within the U.S. energy sector, classified according to the Global Industry Classification Standard (GICS).

Related Topics

• Stocks Comparison: Five Alternatives to Vanguard Energy ETF
• Understanding Monthly Dividend Stocks: Pros and Cons
• Potential Returns: How Verizon Could Offer Stress-Free Double-Digit Gains in 2025
• Asset Allocation: Essential for a Successful Portfolio
• Market Competition: Can Roche Compete with Lilly and Novo in the Weight Loss Arena?
• Finding Value: How to Discover the Best Cheap Dividend Stocks
• Roblox Stock Potential: Key Metrics Indicate a Strong Entry Point

Interested in following hedge fund movements in VDE? Check for the latest 13F filings and insider trades.

Cwm, Vanguard, ETF