Vanguard Real Estate Etf Profile

VNQ Etf  USD 85.23  0.04  0.05%   

Performance

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Odds Of Distress

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Vanguard Real is selling at 85.23 as of the 19th of March 2024; that is 0.05 percent up since the beginning of the trading day. The etf's last reported lowest price was 85.07. Vanguard Real has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Vanguard Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of January 2024 and ending today, the 19th of March 2024. Click here to learn more.
The advisor attempts to track the index by investing all, or substantially all, of its assets-either directly or indirectly through a wholly owned subsidiary, which is itself a registered investment company-in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. More on Vanguard Real Estate

Moving together with Vanguard Etf

  0.98XLRE Real Estate Sell-off TrendPairCorr
  1.0IYR IShares US Real Sell-off TrendPairCorr

Moving against Vanguard Etf

  0.59SGG Barclays CapitalPairCorr
  0.57RTL Pacer FinancialPairCorr

Vanguard Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard Real's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Real or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
Showing 3 out of 4 themes
Business ConcentrationBaby Boomer Prospects, Sector ETFs, Investor Favorites, Real Estate ETFs, Real Estate, Vanguard (View all Sectors)
IssuerVanguard
Inception Date2004-09-23
BenchmarkMSCI US Investable Market Real Estate 25/50 Index
Entity TypeRegulated Investment Company
Asset Under Management33.95 Billion
Average Trading Valume2.51 Million
Asset TypeReal Estate
CategorySector
FocusReal Estate
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Vanguard Group, Inc.
AdvisorThe Vanguard Group, Inc.
CustodianJPMorgan Chase Bank, N.A.
DistributorVanguard Marketing Corporation
Portfolio ManagerGerard O'Reilly, Walter Nejman
Transfer AgentThe Vanguard Group, Inc.
Fiscal Year End31-Jan
ExchangeNYSE Arca, Inc.
Number of Constituents161
Market MakerVirtu Financial
Total Expense0.12
Management Fee0.11
Country NameUSA
Returns Y T D(3.59)
NameVanguard Real Estate Index Fund ETF Shares
Currency CodeUSD
Open FigiBBG000Q89NG6
In Threey Volatility21.91
1y Volatility20.64
200 Day M A82.2298
50 Day M A85.3666
CodeVNQ
Updated At18th of March 2024
Currency NameUS Dollar
Vanguard Real Estate [VNQ] is traded in USA and was established 2004-09-23. The fund is classified under Real Estate category within Vanguard family. The entity is thematically classified as Baby Boomer Prospects. Vanguard Real Estate at this time have 61.99 B in net assets. , while the total return for the last 3 years was 0.6%.
Check Vanguard Real Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Real Estate Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Vanguard Real Estate Etf Constituents

BXPBoston PropertiesStockReal Estate
AMTAmerican Tower CorpStockReal Estate
AVBAvalonBay CommunitiesStockReal Estate
CCICrown CastleStockReal Estate
DLRDigital Realty TrustStockReal Estate
EQIXEquinixStockReal Estate
EQREquity ResidentialStockReal Estate
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Vanguard Real Target Price Odds Analysis

In regard to a normal probability distribution, the odds of Vanguard Real jumping above the current price in 90 days from now is about 64.42%. The Vanguard Real Estate probability density function shows the probability of Vanguard Real etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon the etf has a beta coefficient of 1.4253. This entails as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Vanguard Real will likely underperform. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Vanguard Real Estate is significantly underperforming NYSE Composite.
  Odds Below 85.23HorizonTargetOdds Above 85.23
35.06%90 days
 85.23 
64.42%
Based on a normal probability distribution, the odds of Vanguard Real to move above the current price in 90 days from now is about 64.42 (This Vanguard Real Estate probability density function shows the probability of Vanguard Etf to fall within a particular range of prices over 90 days) .

Vanguard Real Top Holders

JIIOXLifestyle Ii AggressiveMutual FundAllocation--85%+ Equity
SMILXSmi Servative AllocationMutual FundAllocation--70% to 85% Equity
SMIDXSmi Dynamic AllocationMutual FundTactical Allocation
STGFMerk InvestmentsEtfConservative Allocation
RAAXVanEck Inflation AllocationEtfModerate Allocation
LRRSXQs Strategic RealMutual FundTactical Allocation
AHHXCavalier InvestmentsEtfHigh Yield Bond
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Vanguard Real Estate Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Real market risk premium is the additional return an investor will receive from holding Vanguard Real long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Real. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Real's alpha and beta are two of the key measurements used to evaluate Vanguard Real's performance over the market, the standard measures of volatility play an important role as well.

Vanguard Real Against Markets

Picking the right benchmark for Vanguard Real etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard Real etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard Real is critical whether you are bullish or bearish towards Vanguard Real Estate at a given time. Please also check how Vanguard Real's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Vanguard Real without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Vanguard Etf?

Before investing in Vanguard Real, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard Real. To buy Vanguard Real etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Real. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard Real etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Vanguard Real Estate etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Vanguard Real Estate etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Vanguard Real Estate, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Vanguard Etf please use our How to Invest in Vanguard Real guide.

Already Invested in Vanguard Real Estate?

The danger of trading Vanguard Real Estate is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard Real is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard Real. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Real Estate is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Vanguard Real Estate is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Vanguard Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Vanguard Real Estate Etf. Highlighted below are key reports to facilitate an investment decision about Vanguard Real Estate Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Real Estate. Also, note that the market value of any ETF could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors.
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When running Vanguard Real's price analysis, check to measure Vanguard Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vanguard Real is operating at the current time. Most of Vanguard Real's value examination focuses on studying past and present price action to predict the probability of Vanguard Real's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vanguard Real's price. Additionally, you may evaluate how the addition of Vanguard Real to your portfolios can decrease your overall portfolio volatility.
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The market value of Vanguard Real Estate is measured differently than its book value, which is the value of Vanguard that is recorded on the company's balance sheet. Investors also form their own opinion of Vanguard Real's value that differs from its market value or its book value, called intrinsic value, which is Vanguard Real's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vanguard Real's market value can be influenced by many factors that don't directly affect Vanguard Real's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vanguard Real's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Real is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Real's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.