Falcon Wealth Planning Sells 4,244 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Falcon Wealth Planning trimmed its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 1.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 289,166 shares of the exchange traded fund’s stock after selling 4,244 shares during the quarter. Vanguard Real Estate ETF accounts for about 3.3% of Falcon Wealth Planning’s holdings, making the stock its 12th largest position. Falcon Wealth Planning’s holdings in Vanguard Real Estate ETF were worth $28,171,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in VNQ. ORG Partners LLC purchased a new position in Vanguard Real Estate ETF during the 2nd quarter valued at about $26,000. Eastern Bank bought a new position in shares of Vanguard Real Estate ETF in the third quarter valued at approximately $26,000. Pathway Financial Advisers LLC purchased a new position in Vanguard Real Estate ETF during the first quarter valued at approximately $28,000. Triad Wealth Partners LLC bought a new stake in Vanguard Real Estate ETF during the 2nd quarter worth approximately $28,000. Finally, Addison Advisors LLC boosted its holdings in Vanguard Real Estate ETF by 6,350.0% in the 2nd quarter. Addison Advisors LLC now owns 387 shares of the exchange traded fund’s stock valued at $32,000 after purchasing an additional 381 shares during the period.

Vanguard Real Estate ETF Stock Up 0.3 %

NYSEARCA:VNQ traded up $0.25 during trading hours on Tuesday, hitting $94.38. 399,320 shares of the company’s stock traded hands, compared to its average volume of 4,119,355. Vanguard Real Estate ETF has a 52 week low of $74.51 and a 52 week high of $99.58. The business’s fifty day simple moving average is $96.15 and its two-hundred day simple moving average is $89.25. The firm has a market cap of $37.15 billion, a P/E ratio of 22.09 and a beta of 1.03.

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.