Falcon Wealth Planning Buys 43,517 Shares of Vanguard Real Estate ETF $VNQ

Falcon Wealth Planning increased its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 10.9% during the 1st quarter, HoldingsChannel reports. The firm owned 442,545 shares of the exchange traded fund’s stock after buying an additional 43,517 shares during the period. Vanguard Real Estate ETF comprises 2.7% of Falcon Wealth Planning’s holdings, making the stock its 13th largest position. Falcon Wealth Planning’s holdings in Vanguard Real Estate ETF were worth $39,254,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in VNQ. Lansing Street Advisors boosted its stake in shares of Vanguard Real Estate ETF by 2.8% in the 3rd quarter. Lansing Street Advisors now owns 3,979 shares of the exchange traded fund’s stock worth $364,000 after buying an additional 110 shares during the last quarter. Signaturefd LLC increased its position in Vanguard Real Estate ETF by 8.4% during the fourth quarter. Signaturefd LLC now owns 1,414 shares of the exchange traded fund’s stock valued at $125,000 after acquiring an additional 110 shares during the last quarter. Nestegg Advisors Inc. increased its position in Vanguard Real Estate ETF by 0.9% during the fourth quarter. Nestegg Advisors Inc. now owns 12,066 shares of the exchange traded fund’s stock valued at $1,068,000 after acquiring an additional 112 shares during the last quarter. Opulen Financial Group LLC lifted its holdings in Vanguard Real Estate ETF by 2.2% in the fourth quarter. Opulen Financial Group LLC now owns 5,316 shares of the exchange traded fund’s stock valued at $470,000 after acquiring an additional 112 shares during the period. Finally, VERITY Wealth Advisors lifted its holdings in Vanguard Real Estate ETF by 0.5% in the fourth quarter. VERITY Wealth Advisors now owns 24,712 shares of the exchange traded fund’s stock valued at $2,187,000 after acquiring an additional 113 shares during the period. Hedge funds and other institutional investors own 60.03% of the company’s stock.

Vanguard Real Estate ETF Stock Performance

Shares of NYSEARCA:VNQ opened at $97.19 on Friday. The stock has a market capitalization of $37.46 billion, a price-to-earnings ratio of 35.58 and a beta of 0.98. The stock’s 50-day simple moving average is $96.15 and its two-hundred day simple moving average is $92.91. Vanguard Real Estate ETF has a 52-week low of $86.84 and a 52-week high of $99.15.

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.