Bard Financial Services Inc. Makes New Investment in Vanguard Energy ETF (NYSEARCA:VDE)


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Bard Financial Services Inc. acquired a new position in shares of Vanguard Energy ETF (NYSEARCA:VDE) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 13,500 shares of the company’s stock, valued at approximately $700,000.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Beacon Capital Management Inc. boosted its stake in shares of Vanguard Energy ETF by 46.4% during the fourth quarter. Beacon Capital Management Inc. now owns 3,063,948 shares of the company’s stock valued at $158,896,000 after purchasing an additional 970,803 shares during the period. Morgan Stanley increased its holdings in shares of Vanguard Energy ETF by 14.0% during the fourth quarter. Morgan Stanley now owns 1,125,673 shares of the company’s stock valued at $58,377,000 after acquiring an additional 138,310 shares in the last quarter. Budros Ruhlin & Roe Inc. acquired a new position in shares of Vanguard Energy ETF during the fourth quarter valued at about $36,832,000. AJ Wealth Strategies LLC increased its holdings in shares of Vanguard Energy ETF by 0.5% during the fourth quarter. AJ Wealth Strategies LLC now owns 541,976 shares of the company’s stock valued at $28,107,000 after acquiring an additional 2,576 shares in the last quarter. Finally, Wells Fargo & Company MN increased its holdings in shares of Vanguard Energy ETF by 11.3% during the fourth quarter. Wells Fargo & Company MN now owns 532,861 shares of the company’s stock valued at $27,635,000 after acquiring an additional 53,980 shares in the last quarter.

Shares of NYSEARCA:VDE opened at $68.27 on Thursday. Vanguard Energy ETF has a twelve month low of $36.62 and a twelve month high of $75.60. The company’s 50 day moving average is $69.29 and its 200 day moving average is $54.73.

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).

Further Reading: What is the return on assets (ROA) ratio?

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Institutional Ownership by Quarter for Vanguard Energy ETF (NYSEARCA:VDE)

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