Total Wealth Planning LLC Has $396,000 Stake in Vanguard Real Estate ETF $VNQ

Total Wealth Planning LLC trimmed its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 93.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,479 shares of the exchange traded fund’s stock after selling 62,831 shares during the period. Vanguard Real Estate ETF makes up about 0.8% of Total Wealth Planning LLC’s investment portfolio, making the stock its 28th biggest position. Total Wealth Planning LLC’s holdings in Vanguard Real Estate ETF were worth $396,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. IMG Wealth Management Inc. bought a new stake in shares of Vanguard Real Estate ETF during the fourth quarter worth approximately $26,000. Evermay Wealth Management LLC increased its stake in Vanguard Real Estate ETF by 46.5% in the fourth quarter. Evermay Wealth Management LLC now owns 356 shares of the exchange traded fund’s stock valued at $32,000 after purchasing an additional 113 shares in the last quarter. Laurel Wealth Advisors LLC bought a new stake in Vanguard Real Estate ETF in the fourth quarter valued at approximately $34,000. Pittenger & Anderson Inc. bought a new stake in shares of Vanguard Real Estate ETF during the fourth quarter worth $36,000. Finally, Palisade Asset Management LLC bought a new stake in shares of Vanguard Real Estate ETF during the third quarter worth $36,000. 60.03% of the stock is owned by institutional investors.

Vanguard Real Estate ETF Stock Performance

NYSEARCA VNQ opened at $98.51 on Friday. The stock has a market capitalization of $37.97 billion, a price-to-earnings ratio of 35.58 and a beta of 0.98. Vanguard Real Estate ETF has a 52 week low of $86.84 and a 52 week high of $98.86. The stock’s 50 day moving average price is $95.26 and its two-hundred day moving average price is $92.49.

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.