Falcon Wealth Planning Buys 13,725 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Falcon Wealth Planning boosted its position in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 4.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 302,891 shares of the exchange traded fund’s stock after purchasing an additional 13,725 shares during the quarter. Vanguard Real Estate ETF makes up approximately 3.0% of Falcon Wealth Planning’s investment portfolio, making the stock its 15th largest holding. Falcon Wealth Planning’s holdings in Vanguard Real Estate ETF were worth $26,982,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Eastern Bank acquired a new position in Vanguard Real Estate ETF during the 3rd quarter valued at about $26,000. Howard Capital Management Group LLC acquired a new position in shares of Vanguard Real Estate ETF during the fourth quarter valued at about $26,000. Godsey & Gibb Inc. purchased a new position in shares of Vanguard Real Estate ETF in the 4th quarter valued at approximately $26,000. Decker Retirement Planning Inc. acquired a new stake in Vanguard Real Estate ETF in the 4th quarter worth approximately $26,000. Finally, CKW Financial Group purchased a new stake in Vanguard Real Estate ETF during the 4th quarter worth approximately $27,000.

Vanguard Real Estate ETF Trading Down 1.2 %

Shares of Vanguard Real Estate ETF stock opened at $90.81 on Wednesday. Vanguard Real Estate ETF has a 12-month low of $78.27 and a 12-month high of $99.58. The firm’s 50 day simple moving average is $91.81 and its two-hundred day simple moving average is $93.24. The firm has a market capitalization of $35.74 billion, a price-to-earnings ratio of 22.09 and a beta of 1.03.

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.