Vanguard Real Estate Etf Profile

VNQ Etf  USD 89.64  0.07  0.08%   


17 of 100


Odds Of Distress

Less than 9

Vanguard Real is selling at 89.64 as of the 23rd of July 2024; that is 0.08 percent down since the beginning of the trading day. The etf's last reported lowest price was 89.18. Vanguard Real has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during 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 23rd of June 2024 and ending today, the 23rd of July 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

  0.81HHH Howard Hughes Symbol ChangePairCorr
  1.0XLRE Real EstatePairCorr
  0.94SITC Site Centers CorpPairCorr
  1.0IYR iShares Real EstatePairCorr

Moving against Vanguard Etf

  0.56BDRY Breakwave Dry BulkPairCorr

Vanguard Etf Highlights

Thematic Ideas
Showing 3 out of 4 themes
Business ConcentrationInvestor Favorites, Sector ETFs, Real Estate ETFs, Baby Boomer Prospects, Real Estate, Vanguard (View all Sectors)
Inception Date2004-09-23
BenchmarkMSCI US Investable Market Real Estate 25/50 Index
Entity TypeRegulated Investment Company
Asset Under Management34.33 Billion
Average Trading Valume3.32 Million
Asset TypeReal Estate
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 Constituents155
Market MakerVirtu Financial
Total Expense0.13
Management Fee0.11
Country NameUSA
Returns Y T D2.61
NameVanguard Real Estate Index Fund ETF Shares
Currency CodeUSD
Open FigiBBG000Q89NG6
In Threey Volatility21.93
1y Volatility21.68
200 Day M A82.7679
50 Day M A84.2786
Updated At23rd of July 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 Investor Favorites. Vanguard Real Estate at this time have 61.99 B in net assets. , while the total return for the last 3 years was -1.2%.
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
PLDPrologisStockReal Estate
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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
ARMRARMREtfLarge Blend
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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

Additional Information and Resources on Investing in Vanguard Etf

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 closely tied with the direction of predictive economic indicators such as signals in board of governors.
You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
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.