Avion Wealth Reduces Stock Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Avion Wealth trimmed its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 14.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 139,869 shares of the exchange traded fund’s stock after selling 24,447 shares during the period. Vanguard Real Estate ETF comprises about 3.2% of Avion Wealth’s investment portfolio, making the stock its 9th biggest position. Avion Wealth’s holdings in Vanguard Real Estate ETF were worth $12,459,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in VNQ. Bar Harbor Wealth Management grew its stake in Vanguard Real Estate ETF by 3.7% in the third quarter. Bar Harbor Wealth Management now owns 3,034 shares of the exchange traded fund’s stock valued at $296,000 after purchasing an additional 107 shares in the last quarter. Barrett & Company Inc. raised its stake in shares of Vanguard Real Estate ETF by 2.1% during the 3rd quarter. Barrett & Company Inc. now owns 5,665 shares of the exchange traded fund’s stock worth $552,000 after purchasing an additional 116 shares in the last quarter. Voya Financial Advisors Inc. boosted its holdings in shares of Vanguard Real Estate ETF by 1.6% in the 3rd quarter. Voya Financial Advisors Inc. now owns 7,581 shares of the exchange traded fund’s stock valued at $733,000 after buying an additional 117 shares during the last quarter. Westside Investment Management Inc. grew its stake in shares of Vanguard Real Estate ETF by 1.6% in the fourth quarter. Westside Investment Management Inc. now owns 7,408 shares of the exchange traded fund’s stock valued at $660,000 after buying an additional 120 shares in the last quarter. Finally, JFS Wealth Advisors LLC increased its holdings in Vanguard Real Estate ETF by 1.2% during the third quarter. JFS Wealth Advisors LLC now owns 10,616 shares of the exchange traded fund’s stock worth $1,034,000 after buying an additional 130 shares during the last quarter.

Vanguard Real Estate ETF Trading Up 0.4 %

NYSEARCA VNQ opened at $91.99 on Wednesday. The firm’s fifty day moving average price is $90.61 and its two-hundred day moving average price is $93.39. Vanguard Real Estate ETF has a 1 year low of $78.27 and a 1 year high of $99.58. The firm has a market capitalization of $36.21 billion, a P/E ratio of 22.09 and a beta of 1.03.

About Vanguard Real Estate ETF

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.