Amicus Financial Advisors LLC Makes New $6.78 Million Investment in Vanguard Real Estate ETF $VNQ

Amicus Financial Advisors LLC bought a new position in Vanguard Real Estate ETF (NYSEARCA:VNQ) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 76,563 shares of the exchange traded fund’s stock, valued at approximately $6,775,000. Vanguard Real Estate ETF accounts for about 1.9% of Amicus Financial Advisors LLC’s investment portfolio, making the stock its 13th largest holding.

A number of other large investors have also recently made changes to their positions in the stock. IMG Wealth Management Inc. bought a new stake in shares of Vanguard Real Estate ETF during the fourth quarter valued at approximately $26,000. Evelyn Partners Investment Management LLP bought a new stake in Vanguard Real Estate ETF during the 4th quarter valued at $26,000. Resources Management Corp CT ADV bought a new position in shares of Vanguard Real Estate ETF during the 4th quarter worth $27,000. Evermay Wealth Management LLC increased its stake in shares of Vanguard Real Estate ETF by 46.5% during the fourth quarter. Evermay Wealth Management LLC now owns 356 shares of the exchange traded fund’s stock valued at $32,000 after buying an additional 113 shares during the period. Finally, Laurel Wealth Advisors LLC purchased a new position in shares of Vanguard Real Estate ETF during the fourth quarter valued at $34,000. 60.03% of the stock is owned by hedge funds and other institutional investors.

Vanguard Real Estate ETF Stock Performance

NYSEARCA VNQ opened at $95.56 on Friday. Vanguard Real Estate ETF has a one year low of $86.84 and a one year high of $99.15. The company has a market capitalization of $36.84 billion, a price-to-earnings ratio of 35.58 and a beta of 0.98. The company’s 50-day simple moving average is $95.84 and its two-hundred day simple moving average is $92.69.

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.