Strategic Wealth Investment Group LLC Has $15.72 Million Stock Position in Vanguard Real Estate ETF $VNQ

Strategic Wealth Investment Group LLC trimmed its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 22.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 177,670 shares of the exchange traded fund’s stock after selling 52,674 shares during the quarter. Vanguard Real Estate ETF accounts for 1.9% of Strategic Wealth Investment Group LLC’s portfolio, making the stock its 16th largest holding. Strategic Wealth Investment Group LLC’s holdings in Vanguard Real Estate ETF were worth $15,722,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Vermillion Wealth Management Inc. boosted its holdings in Vanguard Real Estate ETF by 3.9% during the fourth quarter. Vermillion Wealth Management Inc. now owns 18,241 shares of the exchange traded fund’s stock valued at $1,614,000 after purchasing an additional 681 shares in the last quarter. XML Financial LLC boosted its holdings in Vanguard Real Estate ETF by 5.6% during the fourth quarter. XML Financial LLC now owns 4,007 shares of the exchange traded fund’s stock valued at $355,000 after purchasing an additional 214 shares in the last quarter. LCW Services LLC acquired a new stake in Vanguard Real Estate ETF during the fourth quarter valued at approximately $1,157,000. MCF Advisors LLC boosted its holdings in Vanguard Real Estate ETF by 97.6% during the fourth quarter. MCF Advisors LLC now owns 3,138 shares of the exchange traded fund’s stock valued at $278,000 after purchasing an additional 1,550 shares in the last quarter. Finally, First Command Advisory Services Inc. boosted its holdings in Vanguard Real Estate ETF by 1.9% during the fourth quarter. First Command Advisory Services Inc. now owns 601,250 shares of the exchange traded fund’s stock valued at $53,205,000 after purchasing an additional 11,167 shares in the last quarter. 60.03% of the stock is owned by institutional investors and hedge funds.

Vanguard Real Estate ETF Trading Up 0.7%

NYSEARCA VNQ opened at $96.79 on Friday. The stock’s 50 day moving average is $94.31 and its two-hundred day moving average is $92.20. The company has a market capitalization of $37.31 billion, a price-to-earnings ratio of 35.58 and a beta of 0.98. Vanguard Real Estate ETF has a 1-year low of $86.84 and a 1-year high of $97.71.

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.