Cavalier Investments LLC Purchases New Shares in Vanguard Real Estate ETF $VNQ

Cavalier Investments LLC acquired a new position in Vanguard Real Estate ETF (NYSEARCA:VNQ) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 56,240 shares of the exchange traded fund’s stock, valued at approximately $5,423,000. Vanguard Real Estate ETF makes up about 0.2% of Cavalier Investments LLC’s investment portfolio, making the stock its 24th biggest position.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. lifted its position in Vanguard Real Estate ETF by 9.4% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 11,994,193 shares of the exchange traded fund’s stock worth $1,061,366,000 after buying an additional 1,033,999 shares in the last quarter. Wealthfront Advisers LLC increased its position in Vanguard Real Estate ETF by 0.3% in the 1st quarter. Wealthfront Advisers LLC now owns 10,070,180 shares of the exchange traded fund’s stock valued at $893,225,000 after acquiring an additional 30,853 shares in the last quarter. Morgan Stanley raised its stake in shares of Vanguard Real Estate ETF by 1.1% in the fourth quarter. Morgan Stanley now owns 9,890,313 shares of the exchange traded fund’s stock worth $875,194,000 after acquiring an additional 111,978 shares during the last quarter. Bank of New York Mellon Corp raised its stake in shares of Vanguard Real Estate ETF by 27.3% in the first quarter. Bank of New York Mellon Corp now owns 3,431,398 shares of the exchange traded fund’s stock worth $304,365,000 after acquiring an additional 736,312 shares during the last quarter. Finally, Financial Engines Advisors L.L.C. lifted its position in shares of Vanguard Real Estate ETF by 1.6% during the fourth quarter. Financial Engines Advisors L.L.C. now owns 3,370,746 shares of the exchange traded fund’s stock worth $298,277,000 after purchasing an additional 53,115 shares in the last quarter. 60.03% of the stock is currently owned by institutional investors and hedge funds.

Vanguard Real Estate ETF Trading Down 0.8%

Shares of VNQ stock opened at $96.44 on Tuesday. Vanguard Real Estate ETF has a 1 year low of $86.84 and a 1 year high of $101.80. The firm’s 50 day moving average is $98.35 and its 200-day moving average is $95.73. The firm has a market capitalization of $38.21 billion, a price-to-earnings ratio of 35.58 and a beta of 0.97.

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.