FIDELIS iM LLC Has $7.24 Million Stock Position in Vanguard Real Estate ETF $VNQ

FIDELIS iM LLC lowered its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 10.5% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 81,604 shares of the exchange traded fund’s stock after selling 9,612 shares during the period. Vanguard Real Estate ETF accounts for approximately 2.7% of FIDELIS iM LLC’s holdings, making the stock its 11th largest position. FIDELIS iM LLC’s holdings in Vanguard Real Estate ETF were worth $7,238,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. IMG Wealth Management Inc. acquired a new stake in shares of Vanguard Real Estate ETF in the fourth quarter valued at approximately $26,000. Evelyn Partners Investment Management LLP acquired a new position in shares of Vanguard Real Estate ETF during the 4th quarter worth approximately $26,000. Resources Management Corp CT ADV bought a new stake in Vanguard Real Estate ETF in the 4th quarter valued at $27,000. Evermay Wealth Management LLC raised its stake in Vanguard Real Estate ETF by 46.5% in the 4th quarter. Evermay Wealth Management LLC now owns 356 shares of the exchange traded fund’s stock valued at $32,000 after acquiring an additional 113 shares during the period. Finally, Laurel Wealth Advisors LLC acquired a new stake in Vanguard Real Estate ETF during the 4th quarter valued at $34,000. Institutional investors and hedge funds own 60.03% of the company’s stock.

Vanguard Real Estate ETF Price Performance

VNQ stock opened at $98.40 on Wednesday. Vanguard Real Estate ETF has a one year low of $86.84 and a one year high of $99.15. The stock has a market cap of $38.99 billion, a price-to-earnings ratio of 35.58 and a beta of 0.98. The company has a fifty day moving average price of $96.51 and a two-hundred day moving average price of $93.39.

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.