Donalies Financial Planning LLC Acquires New Holdings in Vanguard Real Estate ETF $VNQ

Donalies Financial Planning LLC acquired a new stake in Vanguard Real Estate ETF (NYSEARCA:VNQ) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 12,411 shares of the exchange traded fund’s stock, valued at approximately $1,098,000. Vanguard Real Estate ETF comprises 0.9% of Donalies Financial Planning LLC’s holdings, making the stock its 29th biggest position.

A number of other large investors have also added to or reduced their stakes in the business. Northwestern Mutual Wealth Management Co. raised its holdings in Vanguard Real Estate ETF by 9.4% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 11,994,193 shares of the exchange traded fund’s stock valued at $1,061,366,000 after buying an additional 1,033,999 shares during the last quarter. Wealthfront Advisers LLC raised its holdings in Vanguard Real Estate ETF by 7.4% in the 4th quarter. Wealthfront Advisers LLC now owns 10,039,327 shares of the exchange traded fund’s stock valued at $888,380,000 after buying an additional 695,474 shares during the last quarter. Morgan Stanley raised its holdings in Vanguard Real Estate ETF by 1.1% in the 4th quarter. Morgan Stanley now owns 9,890,313 shares of the exchange traded fund’s stock valued at $875,194,000 after buying an additional 111,978 shares during the last quarter. JPMorgan Chase & Co. raised its holdings in Vanguard Real Estate ETF by 6.2% in the 3rd quarter. JPMorgan Chase & Co. now owns 8,535,135 shares of the exchange traded fund’s stock valued at $780,282,000 after buying an additional 498,006 shares during the last quarter. Finally, US Bancorp DE raised its holdings in Vanguard Real Estate ETF by 2.5% in the 3rd quarter. US Bancorp DE now owns 5,176,306 shares of the exchange traded fund’s stock valued at $473,218,000 after buying an additional 124,389 shares during the last quarter. Institutional investors own 60.03% of the company’s stock.

Vanguard Real Estate ETF Price Performance

Shares of NYSEARCA VNQ opened at $98.06 on Wednesday. The company has a 50 day simple moving average of $95.56 and a 200 day simple moving average of $92.61. The firm has a market cap of $37.80 billion, a PE ratio of 35.58 and a beta of 0.98. Vanguard Real Estate ETF has a 1 year low of $86.84 and a 1 year high of $99.15.

About Vanguard Real Estate ETF

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.