Total Wealth Planning LLC Has $6.66 Million Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Total Wealth Planning LLC raised its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 4.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 75,348 shares of the exchange traded fund’s stock after buying an additional 3,458 shares during the quarter. Vanguard Real Estate ETF accounts for 1.2% of Total Wealth Planning LLC’s investment portfolio, making the stock its 21st largest holding. Total Wealth Planning LLC’s holdings in Vanguard Real Estate ETF were worth $6,658,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Allspring Global Investments Holdings LLC acquired a new position in shares of Vanguard Real Estate ETF during the fourth quarter worth approximately $27,000. Buck Wealth Strategies LLC acquired a new position in shares of Vanguard Real Estate ETF during the third quarter worth approximately $27,000. Halpern Financial Inc. acquired a new position in shares of Vanguard Real Estate ETF during the fourth quarter worth approximately $33,000. ORG Partners LLC raised its position in shares of Vanguard Real Estate ETF by 105.8% during the fourth quarter. ORG Partners LLC now owns 391 shares of the exchange traded fund’s stock worth $35,000 after purchasing an additional 201 shares during the period. Finally, Capital Investment Counsel Inc acquired a new position in shares of Vanguard Real Estate ETF during the third quarter worth approximately $30,000.

Vanguard Real Estate ETF Trading Up 0.0 %

Vanguard Real Estate ETF stock traded up $0.04 during trading on Friday, hitting $80.16. 3,367,694 shares of the company were exchanged, compared to its average volume of 4,868,798. The business’s 50 day moving average is $84.06 and its 200 day moving average is $82.75. Vanguard Real Estate ETF has a 52 week low of $70.61 and a 52 week high of $90.09. The company has a market capitalization of $31.55 billion, a P/E ratio of 22.27 and a beta of 1.05.

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.