Curio Wealth LLC Acquires Shares of 13,075 Vanguard Real Estate ETF (NYSEARCA:VNQ)

Curio Wealth LLC acquired a new position in Vanguard Real Estate ETF (NYSEARCA:VNQ) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 13,075 shares of the exchange traded fund’s stock, valued at approximately $1,165,000. Vanguard Real Estate ETF makes up 0.6% of Curio Wealth LLC’s portfolio, making the stock its 26th biggest holding.

A number of other large investors have also made changes to their positions in VNQ. Healthcare of Ontario Pension Plan Trust Fund acquired a new stake in shares of Vanguard Real Estate ETF during the 3rd quarter worth about $209,453,000. Raymond James Financial Inc. acquired a new stake in shares of Vanguard Real Estate ETF during the 4th quarter worth $124,165,000. FIDELIS iM LLC raised its position in shares of Vanguard Real Estate ETF by 879.7% in the 4th quarter. FIDELIS iM LLC now owns 801,855 shares of the exchange traded fund’s stock worth $71,429,000 after buying an additional 720,010 shares during the period. US Bancorp DE grew its position in Vanguard Real Estate ETF by 11.5% during the fourth quarter. US Bancorp DE now owns 5,665,065 shares of the exchange traded fund’s stock valued at $504,644,000 after acquiring an additional 585,657 shares during the period. Finally, Exchange Traded Concepts LLC increased its stake in Vanguard Real Estate ETF by 685.7% during the fourth quarter. Exchange Traded Concepts LLC now owns 445,162 shares of the exchange traded fund’s stock worth $39,655,000 after acquiring an additional 388,506 shares during the last quarter.

Vanguard Real Estate ETF Price Performance

Vanguard Real Estate ETF stock opened at $90.17 on Monday. Vanguard Real Estate ETF has a 12 month low of $78.27 and a 12 month high of $99.58. The company has a market cap of $98.29 billion, a price-to-earnings ratio of 33.73 and a beta of 1.08. The stock’s 50-day moving average is $90.79 and its 200-day moving average is $93.46.

Vanguard Real Estate ETF 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.