Financial & Tax Architects LLC Has $4 Million Position in Vanguard Real Estate ETF $VNQ

Financial & Tax Architects LLC grew its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 17.1% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 45,088 shares of the exchange traded fund’s stock after purchasing an additional 6,580 shares during the period. Financial & Tax Architects LLC’s holdings in Vanguard Real Estate ETF were worth $3,999,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Vanguard Real Estate ETF by 9.4% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 11,994,193 shares of the exchange traded fund’s stock valued at $1,061,366,000 after buying an additional 1,033,999 shares in the last quarter. Wealthfront Advisers LLC lifted its stake in Vanguard Real Estate ETF by 7.4% in the 4th quarter. Wealthfront Advisers LLC now owns 10,039,327 shares of the exchange traded fund’s stock worth $888,380,000 after acquiring an additional 695,474 shares in the last quarter. Morgan Stanley lifted its stake in Vanguard Real Estate ETF by 1.1% in the 4th quarter. Morgan Stanley now owns 9,890,313 shares of the exchange traded fund’s stock worth $875,194,000 after acquiring an additional 111,978 shares in the last quarter. Financial Engines Advisors L.L.C. lifted its stake in Vanguard Real Estate ETF by 1.6% in the 4th quarter. Financial Engines Advisors L.L.C. now owns 3,370,746 shares of the exchange traded fund’s stock worth $298,277,000 after acquiring an additional 53,115 shares in the last quarter. Finally, Bank of New York Mellon Corp boosted its position in Vanguard Real Estate ETF by 0.6% during the 4th quarter. Bank of New York Mellon Corp now owns 2,695,086 shares of the exchange traded fund’s stock worth $238,488,000 after acquiring an additional 14,957 shares during the period. Institutional investors and hedge funds own 60.03% of the company’s stock.

Vanguard Real Estate ETF Price Performance

NYSEARCA:VNQ opened at $96.43 on Wednesday. Vanguard Real Estate ETF has a fifty-two week low of $86.84 and a fifty-two week high of $99.15. The stock’s 50-day moving average is $96.29 and its two-hundred day moving average is $93.10. The stock has a market cap of $37.17 billion, a PE ratio of 35.58 and a beta of 0.98.

Vanguard Real Estate ETF Company 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.