Vanguard Real Estate ETF $VNQ Holdings Decreased by Waller Financial Planning Group Inc.

Waller Financial Planning Group Inc. reduced its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 25.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,388 shares of the exchange traded fund’s stock after selling 6,081 shares during the period. Vanguard Real Estate ETF comprises approximately 0.3% of Waller Financial Planning Group Inc.’s holdings, making the stock its 29th largest holding. Waller Financial Planning Group Inc.’s holdings in Vanguard Real Estate ETF were worth $1,677,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. IMG Wealth Management Inc. acquired a new position in Vanguard Real Estate ETF in the fourth quarter worth $26,000. Evelyn Partners Investment Management LLP acquired a new stake in shares of Vanguard Real Estate ETF during the fourth quarter worth $26,000. Resources Management Corp CT ADV acquired a new stake in shares of Vanguard Real Estate ETF during the fourth quarter worth $27,000. Evermay Wealth Management LLC lifted its position in shares of Vanguard Real Estate ETF by 46.5% in the 4th quarter. Evermay Wealth Management LLC now owns 356 shares of the exchange traded fund’s stock worth $32,000 after buying an additional 113 shares during the last quarter. Finally, Laurel Wealth Advisors LLC bought a new position in shares of Vanguard Real Estate ETF in the 4th quarter worth about $34,000. 60.03% of the stock is currently owned by institutional investors.

Vanguard Real Estate ETF Stock Performance

NYSEARCA VNQ opened at $98.92 on Wednesday. Vanguard Real Estate ETF has a one year low of $86.84 and a one year high of $101.80. The company has a 50-day simple moving average of $97.71 and a 200-day simple moving average of $94.80. The firm has a market capitalization of $39.20 billion, a PE ratio of 35.58 and a beta of 0.97.

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.