SMART Wealth LLC Has $3.22 Million Stake in Vanguard Real Estate ETF $VNQ

SMART Wealth LLC lowered its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 16.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 33,365 shares of the exchange traded fund’s stock after selling 6,600 shares during the quarter. SMART Wealth LLC’s holdings in Vanguard Real Estate ETF were worth $3,217,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. IMG Wealth Management Inc. bought a new stake in Vanguard Real Estate ETF during the 4th quarter worth approximately $26,000. Evelyn Partners Investment Management LLP acquired a new stake in Vanguard Real Estate ETF during the 4th quarter worth approximately $26,000. Resources Management Corp CT ADV bought a new position in Vanguard Real Estate ETF in the fourth quarter valued at approximately $27,000. Tower View Wealth Management LLC lifted its stake in Vanguard Real Estate ETF by 320.0% in the first quarter. Tower View Wealth Management LLC now owns 399 shares of the exchange traded fund’s stock valued at $35,000 after buying an additional 304 shares in the last quarter. Finally, Palisade Asset Management LLC acquired a new position in shares of Vanguard Real Estate ETF in the third quarter valued at approximately $36,000. Institutional investors and hedge funds own 60.03% of the company’s stock.

Vanguard Real Estate ETF Stock Up 0.9%

Vanguard Real Estate ETF stock opened at $96.66 on Friday. The company has a 50 day moving average of $98.29 and a 200-day moving average of $95.78. Vanguard Real Estate ETF has a twelve month low of $86.84 and a twelve month high of $101.80. The stock has a market capitalization of $38.30 billion, a PE ratio of 35.58 and a beta of 0.96.

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.