Wealth Alliance LLC Raises Position in Vanguard Real Estate ETF $VNQ

Wealth Alliance LLC lifted its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 14.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 77,937 shares of the exchange traded fund’s stock after acquiring an additional 9,723 shares during the quarter. Vanguard Real Estate ETF accounts for approximately 0.7% of Wealth Alliance LLC’s portfolio, making the stock its 28th largest holding. Wealth Alliance LLC’s holdings in Vanguard Real Estate ETF were worth $6,913,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. IMG Wealth Management Inc. acquired a new stake in Vanguard Real Estate ETF in the fourth quarter valued at about $26,000. Evelyn Partners Investment Management LLP purchased a new stake in Vanguard Real Estate ETF in the 4th quarter valued at approximately $26,000. Resources Management Corp CT ADV purchased a new stake in Vanguard Real Estate ETF in the 4th quarter valued at approximately $27,000. Evermay Wealth Management LLC increased its position in Vanguard Real Estate ETF by 46.5% during the 4th quarter. Evermay Wealth Management LLC now owns 356 shares of the exchange traded fund’s stock worth $32,000 after purchasing an additional 113 shares during the period. Finally, Laurel Wealth Advisors LLC acquired a new position in Vanguard Real Estate ETF during the 4th quarter worth approximately $34,000. 60.03% of the stock is currently owned by institutional investors and hedge funds.

Vanguard Real Estate ETF Trading Up 2.1%

Shares of VNQ stock opened at $100.81 on Friday. The company has a market cap of $39.94 billion, a price-to-earnings ratio of 35.58 and a beta of 0.98. The stock has a 50 day simple moving average of $97.23 and a 200-day simple moving average of $94.26. Vanguard Real Estate ETF has a 12-month low of $86.84 and a 12-month high of $101.16.

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.