Vanguard Real Estate ETF (NYSEARCA:VNQ) is Heritage Wealth Management Inc. Texas’ 4th Largest Position

Heritage Wealth Management Inc. Texas increased its position in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 7.5% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 135,799 shares of the exchange traded fund’s stock after purchasing an additional 9,527 shares during the period. Vanguard Real Estate ETF accounts for about 7.1% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its 4th biggest holding. Heritage Wealth Management Inc. Texas’ holdings in Vanguard Real Estate ETF were worth $12,097,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. Eastern Bank acquired a new position in Vanguard Real Estate ETF during the 3rd quarter worth $26,000. Howard Capital Management Group LLC acquired a new position in shares of Vanguard Real Estate ETF during the 4th quarter valued at $26,000. Godsey & Gibb Inc. acquired a new stake in shares of Vanguard Real Estate ETF in the fourth quarter valued at $26,000. Decker Retirement Planning Inc. bought a new position in Vanguard Real Estate ETF during the fourth quarter valued at about $26,000. Finally, Laurel Wealth Advisors LLC grew its holdings in Vanguard Real Estate ETF by 73.1% during the fourth quarter. Laurel Wealth Advisors LLC now owns 386 shares of the exchange traded fund’s stock worth $34,000 after acquiring an additional 163 shares during the period.

Vanguard Real Estate ETF Trading Up 0.7 %

NYSEARCA:VNQ opened at $90.40 on Friday. Vanguard Real Estate ETF has a twelve month low of $78.27 and a twelve month high of $99.58. The firm has a market cap of $35.58 billion, a price-to-earnings ratio of 22.09 and a beta of 1.03. The company has a 50-day moving average of $91.99 and a 200-day moving average of $93.04.

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.