Root Financial Partners LLC Boosts Holdings in Vanguard Real Estate ETF $VNQ

Root Financial Partners LLC raised its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 45.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 31,055 shares of the exchange traded fund’s stock after purchasing an additional 9,739 shares during the period. Root Financial Partners LLC’s holdings in Vanguard Real Estate ETF were worth $2,755,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the business. Balentine LLC increased its position in Vanguard Real Estate ETF by 22.7% during the first quarter. Balentine LLC now owns 1,137 shares of the exchange traded fund’s stock worth $101,000 after buying an additional 210 shares in the last quarter. Whelan Financial lifted its position in shares of Vanguard Real Estate ETF by 1.9% in the first quarter. Whelan Financial now owns 264,486 shares of the exchange traded fund’s stock valued at $23,460,000 after acquiring an additional 4,972 shares in the last quarter. Global Trust Asset Management LLC lifted its position in shares of Vanguard Real Estate ETF by 3.4% in the first quarter. Global Trust Asset Management LLC now owns 3,620 shares of the exchange traded fund’s stock valued at $321,000 after acquiring an additional 120 shares in the last quarter. Impact Partnership Wealth LLC boosted its stake in shares of Vanguard Real Estate ETF by 74.4% during the first quarter. Impact Partnership Wealth LLC now owns 45,430 shares of the exchange traded fund’s stock valued at $4,030,000 after acquiring an additional 19,375 shares during the last quarter. Finally, Kagan Cocozza Asset Management boosted its stake in shares of Vanguard Real Estate ETF by 12.2% during the first quarter. Kagan Cocozza Asset Management now owns 53,438 shares of the exchange traded fund’s stock valued at $4,740,000 after acquiring an additional 5,831 shares during the last quarter. 60.03% of the stock is currently owned by institutional investors and hedge funds.

Vanguard Real Estate ETF Trading Up 0.4%

Shares of VNQ stock opened at $96.82 on Thursday. The firm has a 50-day moving average price of $96.28 and a 200 day moving average price of $93.15. Vanguard Real Estate ETF has a twelve month low of $86.84 and a twelve month high of $99.15. The company has a market capitalization of $37.49 billion, a price-to-earnings ratio of 35.58 and a beta of 0.98.

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.