Cascade Wealth Advisors Inc Takes Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Cascade Wealth Advisors Inc acquired a new stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 11,151 shares of the exchange traded fund’s stock, valued at approximately $911,000. Vanguard Real Estate ETF accounts for about 0.8% of Cascade Wealth Advisors Inc’s portfolio, making the stock its 29th largest holding.

A number of other hedge funds have also recently modified their holdings of the business. YHB Investment Advisors Inc. grew its position in shares of Vanguard Real Estate ETF by 1.6% during the 4th quarter. YHB Investment Advisors Inc. now owns 7,593 shares of the exchange traded fund’s stock valued at $671,000 after acquiring an additional 117 shares during the period. Pacifica Partners Inc. grew its position in shares of Vanguard Real Estate ETF by 11.4% during the 4th quarter. Pacifica Partners Inc. now owns 1,157 shares of the exchange traded fund’s stock valued at $97,000 after acquiring an additional 118 shares during the period. Adero Partners LLC grew its position in shares of Vanguard Real Estate ETF by 0.4% during the 4th quarter. Adero Partners LLC now owns 32,923 shares of the exchange traded fund’s stock valued at $2,909,000 after acquiring an additional 121 shares during the period. Brookmont Capital Management grew its position in shares of Vanguard Real Estate ETF by 3.5% during the 4th quarter. Brookmont Capital Management now owns 3,666 shares of the exchange traded fund’s stock valued at $324,000 after acquiring an additional 123 shares during the period. Finally, Marco Investment Management LLC lifted its stake in shares of Vanguard Real Estate ETF by 1.8% during the 4th quarter. Marco Investment Management LLC now owns 7,640 shares of the exchange traded fund’s stock valued at $675,000 after buying an additional 133 shares in the last quarter.

Vanguard Real Estate ETF Stock Performance

VNQ opened at $83.32 on Thursday. Vanguard Real Estate ETF has a fifty-two week low of $70.61 and a fifty-two week high of $90.09. The firm’s fifty day moving average is $82.39 and its 200 day moving average is $84.43. The stock has a market cap of $32.79 billion, a price-to-earnings ratio of 22.09 and a beta of 1.03.

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.