Octavia Wealth Advisors LLC Invests $309,000 in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Octavia Wealth Advisors LLC purchased a new position in Vanguard Real Estate ETF (NYSEARCA:VNQ) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,494 shares of the exchange traded fund’s stock, valued at approximately $309,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Moneta Group Investment Advisors LLC raised its stake in Vanguard Real Estate ETF by 115,289.9% during the fourth quarter. Moneta Group Investment Advisors LLC now owns 1,063,365,980 shares of the exchange traded fund’s stock worth $87,706,426,000 after purchasing an additional 1,062,444,438 shares during the period. Cowa LLC raised its stake in Vanguard Real Estate ETF by 75,967.4% during the first quarter. Cowa LLC now owns 5,210,614 shares of the exchange traded fund’s stock worth $824,000 after purchasing an additional 5,203,764 shares during the period. Cerity Partners LLC raised its stake in Vanguard Real Estate ETF by 601.6% during the fourth quarter. Cerity Partners LLC now owns 4,364,788 shares of the exchange traded fund’s stock worth $385,673,000 after purchasing an additional 3,742,702 shares during the period. Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management purchased a new position in Vanguard Real Estate ETF during the third quarter worth about $274,634,000. Finally, JPMorgan Chase & Co. raised its stake in Vanguard Real Estate ETF by 22.5% during the third quarter. JPMorgan Chase & Co. now owns 10,630,558 shares of the exchange traded fund’s stock worth $804,308,000 after purchasing an additional 1,955,619 shares during the period.

Vanguard Real Estate ETF Price Performance

Shares of VNQ stock opened at $79.21 on Wednesday. The firm’s 50-day moving average is $84.76 and its two-hundred day moving average is $82.50. Vanguard Real Estate ETF has a 12 month low of $70.61 and a 12 month high of $90.09. The company has a market capitalization of $31.18 billion, a PE ratio of 22.27 and a beta of 1.05.

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.