Schwarz Dygos Wheeler Investment Advisors LLC Increases Stake in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Schwarz Dygos Wheeler Investment Advisors LLC grew its position in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 10.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,987 shares of the exchange traded fund’s stock after acquiring an additional 824 shares during the period. Schwarz Dygos Wheeler Investment Advisors LLC’s holdings in Vanguard Real Estate ETF were worth $794,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in VNQ. JMG Financial Group Ltd. lifted its holdings in Vanguard Real Estate ETF by 13.3% in the fourth quarter. JMG Financial Group Ltd. now owns 242,704 shares of the exchange traded fund’s stock valued at $21,445,000 after acquiring an additional 28,515 shares during the period. Brookmont Capital Management boosted its holdings in Vanguard Real Estate ETF by 3.5% during the fourth quarter. Brookmont Capital Management now owns 3,666 shares of the exchange traded fund’s stock worth $324,000 after buying an additional 123 shares in the last quarter. Willis Johnson & Associates Inc. grew its position in Vanguard Real Estate ETF by 1.1% during the fourth quarter. Willis Johnson & Associates Inc. now owns 14,904 shares of the exchange traded fund’s stock worth $1,317,000 after buying an additional 156 shares during the period. Adaptive Financial Consulting LLC increased its holdings in Vanguard Real Estate ETF by 5.9% in the third quarter. Adaptive Financial Consulting LLC now owns 118,238 shares of the exchange traded fund’s stock valued at $8,946,000 after buying an additional 6,639 shares in the last quarter. Finally, Willow Creek Wealth Management Inc. lifted its position in shares of Vanguard Real Estate ETF by 14.8% during the 3rd quarter. Willow Creek Wealth Management Inc. now owns 69,098 shares of the exchange traded fund’s stock valued at $5,228,000 after acquiring an additional 8,914 shares during the period.

Vanguard Real Estate ETF Price Performance

Vanguard Real Estate ETF stock traded up $0.04 during trading hours on Friday, hitting $80.16. The stock had a trading volume of 3,367,694 shares, compared to its average volume of 4,868,798. The stock has a market capitalization of $31.55 billion, a price-to-earnings ratio of 22.27 and a beta of 1.05. Vanguard Real Estate ETF has a 1-year low of $70.61 and a 1-year high of $90.09. The stock’s fifty day moving average is $84.06 and its two-hundred day moving average is $82.70.

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.