Family Wealth Partners LLC Raises Stake in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Family Wealth Partners LLC lifted its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 5.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 25,424 shares of the exchange traded fund’s stock after purchasing an additional 1,380 shares during the period. Vanguard Real Estate ETF comprises about 1.1% of Family Wealth Partners LLC’s investment portfolio, making the stock its 22nd largest position. Family Wealth Partners LLC’s holdings in Vanguard Real Estate ETF were worth $2,265,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in VNQ. Eastern Bank bought a new position in Vanguard Real Estate ETF in the 3rd quarter worth about $26,000. Godsey & Gibb Inc. purchased a new stake in shares of Vanguard Real Estate ETF in the fourth quarter valued at approximately $26,000. Decker Retirement Planning Inc. bought a new position in Vanguard Real Estate ETF in the fourth quarter worth approximately $26,000. Laurel Wealth Advisors LLC increased its holdings in Vanguard Real Estate ETF by 73.1% during the 4th quarter. Laurel Wealth Advisors LLC now owns 386 shares of the exchange traded fund’s stock worth $34,000 after purchasing an additional 163 shares during the period. Finally, Eagle Bay Advisors LLC bought a new stake in Vanguard Real Estate ETF during the 3rd quarter valued at $49,000.

Vanguard Real Estate ETF Trading Up 2.1 %

VNQ opened at $89.71 on Friday. The company has a market capitalization of $35.31 billion, a price-to-earnings ratio of 22.09 and a beta of 1.03. Vanguard Real Estate ETF has a 12-month low of $78.27 and a 12-month high of $99.58. The business’s fifty day simple moving average is $92.47 and its 200-day simple moving average is $92.81.

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.