Plus Group Wealth Advisors LLC Takes Position in Vanguard Real Estate ETF $VNQ

Plus Group Wealth Advisors LLC purchased a new stake in Vanguard Real Estate ETF (NYSEARCA:VNQ) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 27,246 shares of the exchange traded fund’s stock, valued at approximately $2,411,000. Vanguard Real Estate ETF accounts for about 2.7% of Plus Group Wealth Advisors LLC’s portfolio, making the stock its 12th largest position.

Other institutional investors and hedge funds have also made changes to their positions in the company. IMG Wealth Management Inc. purchased a new stake in shares of Vanguard Real Estate ETF in the 4th quarter valued at approximately $26,000. Evermay Wealth Management LLC grew its holdings in shares of Vanguard Real Estate ETF by 46.5% in the fourth quarter. Evermay Wealth Management LLC now owns 356 shares of the exchange traded fund’s stock valued at $32,000 after purchasing an additional 113 shares in the last quarter. Laurel Wealth Advisors LLC acquired a new position in shares of Vanguard Real Estate ETF in the fourth quarter valued at approximately $34,000. Pittenger & Anderson Inc. acquired a new position in shares of Vanguard Real Estate ETF in the fourth quarter valued at approximately $36,000. Finally, Palisade Asset Management LLC acquired a new position in shares of Vanguard Real Estate ETF in the third quarter valued at approximately $36,000. 60.03% of the stock is owned by hedge funds and other institutional investors.

Vanguard Real Estate ETF Stock Performance

Shares of VNQ stock opened at $93.91 on Friday. The stock has a market capitalization of $36.20 billion, a P/E ratio of 35.58 and a beta of 1.00. The company has a 50 day moving average price of $93.05 and a 200 day moving average price of $91.55. Vanguard Real Estate ETF has a fifty-two week low of $86.36 and a fifty-two week high of $97.37.

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.