Simplicity Wealth LLC Trims Stock Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

by · The Cerbat Gem

Simplicity Wealth LLC cut its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 55.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,044 shares of the exchange traded fund’s stock after selling 17,187 shares during the period. Simplicity Wealth LLC’s holdings in Vanguard Real Estate ETF were worth $1,368,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. ORG Partners LLC purchased a new position in shares of Vanguard Real Estate ETF in the 2nd quarter valued at approximately $26,000. Pathway Financial Advisers LLC acquired a new position in Vanguard Real Estate ETF in the 1st quarter valued at $28,000. Triad Wealth Partners LLC purchased a new position in Vanguard Real Estate ETF during the 2nd quarter worth $28,000. Fortis Group Advisors LLC lifted its stake in shares of Vanguard Real Estate ETF by 100.0% in the 4th quarter. Fortis Group Advisors LLC now owns 334 shares of the exchange traded fund’s stock worth $30,000 after acquiring an additional 167 shares during the period. Finally, Pineridge Advisors LLC acquired a new stake in shares of Vanguard Real Estate ETF in the 4th quarter worth $33,000.

Vanguard Real Estate ETF Stock Up 1.1 %

Shares of Vanguard Real Estate ETF stock opened at $94.78 on Friday. The firm has a market cap of $37.30 billion, a price-to-earnings ratio of 22.09 and a beta of 1.03. Vanguard Real Estate ETF has a 52-week low of $70.61 and a 52-week high of $99.58. The company’s 50-day simple moving average is $94.81 and its 200-day simple moving average is $87.79.

Vanguard Real Estate ETF Profile

(Free Report)

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.

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