Discipline Wealth Solutions LLC Buys 87,679 Shares of Vanguard Real Estate ETF $VNQ

Discipline Wealth Solutions LLC raised its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 747.7% in the first quarter, according to its most recent filing with the SEC. The firm owned 99,406 shares of the exchange traded fund’s stock after purchasing an additional 87,679 shares during the quarter. Vanguard Real Estate ETF makes up approximately 0.9% of Discipline Wealth Solutions LLC’s investment portfolio, making the stock its 27th largest holding. Discipline Wealth Solutions LLC’s holdings in Vanguard Real Estate ETF were worth $8,817,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. IMG Wealth Management Inc. acquired a new position in shares of Vanguard Real Estate ETF in the 4th quarter worth approximately $26,000. Evelyn Partners Investment Management LLP acquired a new stake in shares of Vanguard Real Estate ETF during the fourth quarter worth $26,000. Resources Management Corp CT ADV bought a new position in Vanguard Real Estate ETF during the fourth quarter worth $27,000. Evermay Wealth Management LLC raised its stake in 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 worth $32,000 after buying an additional 113 shares during the last quarter. Finally, Laurel Wealth Advisors LLC acquired a new position in Vanguard Real Estate ETF in the fourth quarter valued at $34,000. Institutional investors own 60.03% of the company’s stock.

Vanguard Real Estate ETF Trading Up 1.1%

Shares of VNQ opened at $96.59 on Tuesday. The stock has a market capitalization of $37.23 billion, a P/E ratio of 35.58 and a beta of 0.98. The firm’s fifty day simple moving average is $95.92 and its two-hundred day simple moving average is $92.76. Vanguard Real Estate ETF has a 12 month low of $86.84 and a 12 month high of $99.15.

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.