Oak Wealth Advisors LLC Raises Position in Vanguard Real Estate ETF $VNQ

Oak Wealth Advisors LLC raised its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 304.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 15,232 shares of the exchange traded fund’s stock after purchasing an additional 11,462 shares during the quarter. Vanguard Real Estate ETF accounts for about 0.9% of Oak Wealth Advisors LLC’s portfolio, making the stock its 16th biggest position. Oak Wealth Advisors LLC’s holdings in Vanguard Real Estate ETF were worth $1,357,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Kagan Cocozza Asset Management increased its position in shares of Vanguard Real Estate ETF by 3.5% during the second quarter. Kagan Cocozza Asset Management now owns 41,549 shares of the exchange traded fund’s stock valued at $3,700,000 after acquiring an additional 1,424 shares during the last quarter. Norden Group LLC purchased a new stake in Vanguard Real Estate ETF in the second quarter worth $5,936,000. Define Financial LLC increased its position in Vanguard Real Estate ETF by 3.3% in the second quarter. Define Financial LLC now owns 183,906 shares of the exchange traded fund’s stock worth $16,379,000 after buying an additional 5,865 shares during the last quarter. Maseco LLP purchased a new stake in Vanguard Real Estate ETF in the second quarter worth $965,000. Finally, Fort Henry Capital LLC increased its position in Vanguard Real Estate ETF by 1.6% in the second quarter. Fort Henry Capital LLC now owns 145,051 shares of the exchange traded fund’s stock worth $12,918,000 after buying an additional 2,302 shares during the last quarter. 60.03% of the stock is owned by hedge funds and other institutional investors.

Vanguard Real Estate ETF Price Performance

NYSEARCA:VNQ opened at $92.17 on Wednesday. The business has a fifty day simple moving average of $90.95 and a two-hundred day simple moving average of $89.43. Vanguard Real Estate ETF has a 1 year low of $76.92 and a 1 year high of $99.22. The company has a market capitalization of $34.55 billion, a P/E ratio of 35.58 and a beta of 0.91.

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.