Everhart Financial Group Inc. Lowers Stock Holdings in Vanguard Real Estate ETF $VNQ

Everhart Financial Group Inc. cut its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 17.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 60,226 shares of the exchange traded fund’s stock after selling 12,428 shares during the period. Everhart Financial Group Inc.’s holdings in Vanguard Real Estate ETF were worth $5,398,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in VNQ. Evelyn Partners Investment Management LLP bought a new position in shares of Vanguard Real Estate ETF during the fourth quarter worth approximately $26,000. Atomic Invest LLC grew its holdings in Vanguard Real Estate ETF by 449.2% in the 2nd quarter. Atomic Invest LLC now owns 324 shares of the exchange traded fund’s stock valued at $32,000 after buying an additional 265 shares in the last quarter. Tower View Wealth Management LLC increased its position in Vanguard Real Estate ETF by 320.0% during the 1st quarter. Tower View Wealth Management LLC now owns 399 shares of the exchange traded fund’s stock worth $35,000 after buying an additional 304 shares during the period. SHP Wealth Management acquired a new stake in shares of Vanguard Real Estate ETF during the fourth quarter worth $49,000. Finally, SOA Wealth Advisors LLC. lifted its holdings in shares of Vanguard Real Estate ETF by 146.7% during the first quarter. SOA Wealth Advisors LLC. now owns 560 shares of the exchange traded fund’s stock worth $50,000 after buying an additional 333 shares in the last quarter. Institutional investors own 60.03% of the company’s stock.

Vanguard Real Estate ETF Stock Performance

Shares of VNQ stock traded up $0.20 on Thursday, hitting $88.89. The company’s stock had a trading volume of 3,432,418 shares, compared to its average volume of 3,659,994. Vanguard Real Estate ETF has a fifty-two week low of $86.84 and a fifty-two week high of $101.80. The stock’s 50 day moving average is $95.34 and its 200-day moving average is $95.50. The company has a market capitalization of $35.66 billion, a PE ratio of 35.58 and a beta of 0.97.

About Vanguard Real Estate ETF

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.