Total Wealth Planning LLC Decreases Stock Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Total Wealth Planning LLC reduced its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 0.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 74,776 shares of the exchange traded fund’s stock after selling 572 shares during the period. Vanguard Real Estate ETF comprises approximately 1.1% of Total Wealth Planning LLC’s portfolio, making the stock its 22nd largest position. Total Wealth Planning LLC’s holdings in Vanguard Real Estate ETF were worth $6,467,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Integrity Wealth Solutions LLC raised its stake in Vanguard Real Estate ETF by 3.1% during the 1st quarter. Integrity Wealth Solutions LLC now owns 7,945 shares of the exchange traded fund’s stock worth $687,000 after acquiring an additional 240 shares in the last quarter. Woodmont Investment Counsel LLC acquired a new stake in Vanguard Real Estate ETF during the 1st quarter worth $52,000. FARMERS & MERCHANTS TRUST Co OF LONG BEACH acquired a new stake in Vanguard Real Estate ETF during the 1st quarter worth $726,000. Hexagon Capital Partners LLC raised its stake in Vanguard Real Estate ETF by 4.4% during the 1st quarter. Hexagon Capital Partners LLC now owns 5,183 shares of the exchange traded fund’s stock worth $448,000 after acquiring an additional 219 shares in the last quarter. Finally, O ROURKE & COMPANY Inc raised its stake in Vanguard Real Estate ETF by 9.3% during the 1st quarter. O ROURKE & COMPANY Inc now owns 6,011 shares of the exchange traded fund’s stock worth $520,000 after acquiring an additional 512 shares in the last quarter.

Vanguard Real Estate ETF Price Performance

Shares of NYSEARCA:VNQ opened at $83.58 on Wednesday. The company’s fifty day moving average price is $82.76 and its 200 day moving average price is $84.36. Vanguard Real Estate ETF has a 12 month low of $70.61 and a 12 month high of $90.09. The firm has a market capitalization of $32.90 billion, a P/E 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.