Vanguard Real Estate ETF $VNQ is Dougherty Wealth Advisers LLC’s 10th Largest Position

Dougherty Wealth Advisers LLC boosted its position in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 16.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,675 shares of the exchange traded fund’s stock after buying an additional 5,003 shares during the quarter. Vanguard Real Estate ETF makes up approximately 2.1% of Dougherty Wealth Advisers LLC’s portfolio, making the stock its 10th biggest position. Dougherty Wealth Advisers LLC’s holdings in Vanguard Real Estate ETF were worth $3,088,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Merit Financial Group LLC boosted its stake in Vanguard Real Estate ETF by 12.5% in the second quarter. Merit Financial Group LLC now owns 54,770 shares of the exchange traded fund’s stock worth $4,878,000 after buying an additional 6,090 shares in the last quarter. Keudell Morrison Wealth Management boosted its stake in Vanguard Real Estate ETF by 12.1% in the second quarter. Keudell Morrison Wealth Management now owns 3,132 shares of the exchange traded fund’s stock worth $279,000 after buying an additional 339 shares in the last quarter. IVC Wealth Advisors LLC boosted its stake in shares of Vanguard Real Estate ETF by 10.1% during the second quarter. IVC Wealth Advisors LLC now owns 5,179 shares of the exchange traded fund’s stock valued at $461,000 after purchasing an additional 477 shares during the period. Simplicity Wealth LLC boosted its stake in shares of Vanguard Real Estate ETF by 196.6% during the second quarter. Simplicity Wealth LLC now owns 55,294 shares of the exchange traded fund’s stock valued at $4,924,000 after purchasing an additional 36,653 shares during the period. Finally, MBL Wealth LLC boosted its stake in shares of Vanguard Real Estate ETF by 3.9% during the second quarter. MBL Wealth LLC now owns 54,569 shares of the exchange traded fund’s stock valued at $4,860,000 after purchasing an additional 2,033 shares during the period. Hedge funds and other institutional investors own 60.03% of the company’s stock.

Vanguard Real Estate ETF Stock Performance

NYSEARCA:VNQ opened at $91.42 on Monday. The firm has a market cap of $34.23 billion, a PE ratio of 35.58 and a beta of 0.91. Vanguard Real Estate ETF has a fifty-two week low of $76.92 and a fifty-two week high of $99.20. The business has a 50 day moving average price of $90.96 and a 200-day moving average price of $89.44.

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.