Discipline Wealth Solutions LLC Has $8.82 Million Holdings in Vanguard Real Estate ETF $VNQ

Discipline Wealth Solutions LLC grew its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 747.7% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 99,406 shares of the exchange traded fund’s stock after buying an additional 87,679 shares during the period. Vanguard Real Estate ETF makes up 0.9% of Discipline Wealth Solutions LLC’s investment portfolio, making the stock its 27th largest holding. Discipline Wealth Solutions LLC’s holdings in Vanguard Real Estate ETF were worth $8,817,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Brighton Jones LLC lifted its position in shares of Vanguard Real Estate ETF by 59.4% during the 4th quarter. Brighton Jones LLC now owns 30,762 shares of the exchange traded fund’s stock valued at $2,740,000 after acquiring an additional 11,469 shares during the period. Revolve Wealth Partners LLC boosted its stake in Vanguard Real Estate ETF by 267.6% during the fourth quarter. Revolve Wealth Partners LLC now owns 7,599 shares of the exchange traded fund’s stock worth $677,000 after acquiring an additional 5,532 shares in the last quarter. AQR Capital Management LLC grew its holdings in Vanguard Real Estate ETF by 17.5% in the first quarter. AQR Capital Management LLC now owns 8,616 shares of the exchange traded fund’s stock worth $780,000 after purchasing an additional 1,284 shares during the period. Russell Investments Group Ltd. grew its holdings in Vanguard Real Estate ETF by 84.9% in the second quarter. Russell Investments Group Ltd. now owns 4,838 shares of the exchange traded fund’s stock worth $431,000 after purchasing an additional 2,222 shares during the period. Finally, State Street Corp grew its holdings in Vanguard Real Estate ETF by 735.3% in the second quarter. State Street Corp now owns 1,592,905 shares of the exchange traded fund’s stock worth $141,864,000 after purchasing an additional 1,402,196 shares during the period. Institutional investors and hedge funds own 60.03% of the company’s stock.

Vanguard Real Estate ETF Trading Up 1.1%

VNQ opened at $96.59 on Tuesday. The company has a fifty day moving average price of $95.92 and a two-hundred day moving average price of $92.76. Vanguard Real Estate ETF has a 1-year low of $86.84 and a 1-year high of $99.15. The company has a market cap of $37.23 billion, a P/E ratio of 35.58 and a beta of 0.98.

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.