Elwood & Goetz Wealth Advisory Group LLC Has $3.41 Million Stock Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Elwood & Goetz Wealth Advisory Group LLC lowered its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 7.1% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 40,702 shares of the exchange traded fund’s stock after selling 3,093 shares during the period. Vanguard Real Estate ETF comprises about 1.0% of Elwood & Goetz Wealth Advisory Group LLC’s portfolio, making the stock its 16th biggest holding. Elwood & Goetz Wealth Advisory Group LLC’s holdings in Vanguard Real Estate ETF were worth $3,409,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Lebenthal Global Advisors LLC grew its stake in shares of Vanguard Real Estate ETF by 1.1% during the fourth quarter. Lebenthal Global Advisors LLC now owns 25,692 shares of the exchange traded fund’s stock worth $2,270,000 after buying an additional 277 shares during the last quarter. BlueSky Wealth Advisors LLC increased its holdings in Vanguard Real Estate ETF by 54.9% in the 4th quarter. BlueSky Wealth Advisors LLC now owns 54,607 shares of the exchange traded fund’s stock worth $4,825,000 after purchasing an additional 19,359 shares in the last quarter. Principal Securities Inc. acquired a new position in Vanguard Real Estate ETF in the 4th quarter worth about $442,000. Pinnacle Financial Group LLC IL raised its position in Vanguard Real Estate ETF by 7.8% in the fourth quarter. Pinnacle Financial Group LLC IL now owns 35,579 shares of the exchange traded fund’s stock valued at $3,144,000 after purchasing an additional 2,587 shares during the last quarter. Finally, Heritage Wealth Management LLC acquired a new stake in shares of Vanguard Real Estate ETF during the fourth quarter valued at about $290,000.

Vanguard Real Estate ETF Stock Performance

Shares of Vanguard Real Estate ETF stock traded up $0.91 on Friday, hitting $95.13. The stock had a trading volume of 3,489,966 shares, compared to its average volume of 4,247,506. The stock has a 50 day moving average of $88.77 and a 200 day moving average of $85.36. The firm has a market capitalization of $37.44 billion, a P/E ratio of 22.09 and a beta of 1.03. Vanguard Real Estate ETF has a twelve month low of $70.61 and a twelve month high of $95.37.

Vanguard Real Estate ETF Profile

Vanguard REIT ETF (the Fund) is an open-end investment company. The Fund invests in stocks issued by real estate investment trusts (REITs), companies that purchase office buildings, hotels, and other real property. It tracks the return of the MSCI US RIT Index, a gauge of real estate stocks. The Vanguard Group, Inc provides investment advisory services to the Fund.