Forum Financial Management LP Buys 139 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Forum Financial Management LP lifted its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 1.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,975 shares of the exchange traded fund’s stock after buying an additional 139 shares during the period. Forum Financial Management LP’s holdings in Vanguard Real Estate ETF were worth $889,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Van ECK Associates Corp acquired a new position in Vanguard Real Estate ETF in the 4th quarter valued at approximately $10,542,000. Proficio Capital Partners LLC bought a new stake in shares of Vanguard Real Estate ETF in the fourth quarter worth $1,349,000. Thompson Siegel & Walmsley LLC increased its holdings in Vanguard Real Estate ETF by 22.4% in the fourth quarter. Thompson Siegel & Walmsley LLC now owns 16,044 shares of the exchange traded fund’s stock valued at $1,429,000 after purchasing an additional 2,936 shares during the period. Avantax Advisory Services Inc. raised its position in Vanguard Real Estate ETF by 2.2% during the 4th quarter. Avantax Advisory Services Inc. now owns 834,703 shares of the exchange traded fund’s stock worth $74,355,000 after purchasing an additional 17,599 shares during the last quarter. Finally, Argent Trust Co lifted its holdings in Vanguard Real Estate ETF by 8.6% during the 4th quarter. Argent Trust Co now owns 11,610 shares of the exchange traded fund’s stock worth $1,034,000 after buying an additional 915 shares during the period.

Vanguard Real Estate ETF Trading Up 1.5 %

NYSEARCA VNQ opened at $86.84 on Friday. The firm has a market capitalization of $94.66 billion, a PE ratio of 32.61 and a beta of 1.00. The business’s 50-day moving average price is $89.50 and its two-hundred day moving average price is $91.71. Vanguard Real Estate ETF has a 12 month low of $76.92 and a 12 month high of $99.58.

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.