Total Wealth Planning LLC Has $396,000 Position in Vanguard Real Estate ETF $VNQ

Total Wealth Planning LLC lowered its position in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 93.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,479 shares of the exchange traded fund’s stock after selling 62,831 shares during the quarter. Vanguard Real Estate ETF makes up about 0.8% of Total Wealth Planning LLC’s investment portfolio, making the stock its 28th largest holding. Total Wealth Planning LLC’s holdings in Vanguard Real Estate ETF were worth $396,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. CENTRAL TRUST Co increased its position in shares of Vanguard Real Estate ETF by 56.4% during the third quarter. CENTRAL TRUST Co now owns 37,174 shares of the exchange traded fund’s stock worth $3,398,000 after buying an additional 13,403 shares during the period. Efficient Advisors LLC lifted its holdings in shares of Vanguard Real Estate ETF by 2.9% in the 4th quarter. Efficient Advisors LLC now owns 606,676 shares of the exchange traded fund’s stock worth $53,685,000 after purchasing an additional 17,250 shares in the last quarter. Everhart Financial Group Inc. lifted its holdings in shares of Vanguard Real Estate ETF by 14.0% in the 4th quarter. Everhart Financial Group Inc. now owns 60,166 shares of the exchange traded fund’s stock worth $5,324,000 after purchasing an additional 7,398 shares in the last quarter. Finhabits Advisors LLC acquired a new position in Vanguard Real Estate ETF during the fourth quarter worth $3,406,000. Finally, Assetmark Inc. lifted its stake in shares of Vanguard Real Estate ETF by 3.1% in the fourth quarter. Assetmark Inc. now owns 861,933 shares of the exchange traded fund’s stock valued at $76,272,000 after buying an additional 26,059 shares in the last quarter. Institutional investors and hedge funds own 60.03% of the company’s stock.

Vanguard Real Estate ETF Trading Up 0.9%

Vanguard Real Estate ETF stock opened at $98.51 on Friday. Vanguard Real Estate ETF has a 1-year low of $86.84 and a 1-year high of $98.86. The firm has a market capitalization of $37.97 billion, a price-to-earnings ratio of 35.58 and a beta of 0.98. The firm’s fifty day moving average price is $95.26 and its two-hundred day moving average price is $92.49.

Vanguard Real Estate ETF 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.