Total Wealth Planning LLC Sells 1,427 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Total Wealth Planning LLC decreased its position in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 2.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 69,076 shares of the exchange traded fund’s stock after selling 1,427 shares during the quarter. Vanguard Real Estate ETF makes up approximately 1.0% of Total Wealth Planning LLC’s portfolio, making the stock its 22nd largest position. Total Wealth Planning LLC’s holdings in Vanguard Real Estate ETF were worth $6,153,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Eastern Bank bought a new stake in Vanguard Real Estate ETF during the third quarter worth $26,000. Godsey & Gibb Inc. purchased a new stake in shares of Vanguard Real Estate ETF during the 4th quarter valued at $26,000. Decker Retirement Planning Inc. purchased a new stake in shares of Vanguard Real Estate ETF during the 4th quarter valued at $26,000. Laurel Wealth Advisors LLC boosted its holdings in shares of Vanguard Real Estate ETF by 73.1% in the 4th quarter. Laurel Wealth Advisors LLC now owns 386 shares of the exchange traded fund’s stock worth $34,000 after buying an additional 163 shares during the last quarter. Finally, Eagle Bay Advisors LLC purchased a new position in shares of Vanguard Real Estate ETF in the 3rd quarter worth about $49,000.

Vanguard Real Estate ETF Stock Performance

NYSEARCA VNQ opened at $89.71 on Friday. The company has a market capitalization of $35.31 billion, a PE ratio of 22.09 and a beta of 1.03. Vanguard Real Estate ETF has a 52-week low of $78.27 and a 52-week high of $99.58. The company has a 50-day simple moving average of $92.47 and a 200 day simple moving average of $92.81.

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.