HHM Wealth Advisors LLC Boosts Stake in Vanguard Real Estate ETF $VNQ

HHM Wealth Advisors LLC grew its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 6.8% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 304,991 shares of the exchange traded fund’s stock after acquiring an additional 19,313 shares during the quarter. Vanguard Real Estate ETF comprises about 3.2% of HHM Wealth Advisors LLC’s portfolio, making the stock its 7th biggest holding. HHM Wealth Advisors LLC owned approximately 0.08% of Vanguard Real Estate ETF worth $27,882,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of the stock. Sovereign Financial Group Inc. raised its stake in Vanguard Real Estate ETF by 1.9% in the second quarter. Sovereign Financial Group Inc. now owns 6,212 shares of the exchange traded fund’s stock valued at $553,000 after purchasing an additional 114 shares in the last quarter. Trust Co. of Vermont increased its holdings in Vanguard Real Estate ETF by 1.4% in the 3rd quarter. Trust Co. of Vermont now owns 7,985 shares of the exchange traded fund’s stock valued at $730,000 after buying an additional 114 shares during the period. Auour Investments LLC raised its position in shares of Vanguard Real Estate ETF by 4.7% in the 3rd quarter. Auour Investments LLC now owns 2,579 shares of the exchange traded fund’s stock valued at $236,000 after buying an additional 116 shares in the last quarter. Bartlett & CO. Wealth Management LLC lifted its holdings in shares of Vanguard Real Estate ETF by 0.6% during the 2nd quarter. Bartlett & CO. Wealth Management LLC now owns 18,569 shares of the exchange traded fund’s stock worth $1,654,000 after acquiring an additional 117 shares during the period. Finally, Wiser Advisor Group LLC boosted its position in shares of Vanguard Real Estate ETF by 1.2% during the 2nd quarter. Wiser Advisor Group LLC now owns 9,593 shares of the exchange traded fund’s stock worth $854,000 after acquiring an additional 117 shares in the last quarter. 60.03% of the stock is owned by institutional investors and hedge funds.

Vanguard Real Estate ETF Price Performance

Shares of VNQ opened at $92.62 on Monday. The firm has a 50 day simple moving average of $89.56 and a two-hundred day simple moving average of $90.26. Vanguard Real Estate ETF has a one year low of $76.92 and a one year high of $94.95. The company has a market cap of $35.47 billion, a P/E ratio of 35.58 and a beta of 1.03.

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.