Peak Retirement Planning Inc. Has $4.20 Million Position in Vanguard Real Estate ETF $VNQ

Peak Retirement Planning Inc. increased its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 59.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 47,473 shares of the exchange traded fund’s stock after acquiring an additional 17,690 shares during the period. Vanguard Real Estate ETF comprises about 1.0% of Peak Retirement Planning Inc.’s investment portfolio, making the stock its 21st biggest position. Peak Retirement Planning Inc.’s holdings in Vanguard Real Estate ETF were worth $4,201,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in the business. Calton & Associates Inc. boosted its position in shares of Vanguard Real Estate ETF by 19.0% during the 4th quarter. Calton & Associates Inc. now owns 6,910 shares of the exchange traded fund’s stock valued at $611,000 after acquiring an additional 1,101 shares in the last quarter. Root Financial Partners LLC boosted its position in shares of Vanguard Real Estate ETF by 29.5% during the 4th quarter. Root Financial Partners LLC now owns 21,316 shares of the exchange traded fund’s stock valued at $1,886,000 after acquiring an additional 4,860 shares in the last quarter. Old Peak Finance LLC acquired a new stake in shares of Vanguard Real Estate ETF during the 4th quarter valued at about $522,000. One Capital Management LLC boosted its position in shares of Vanguard Real Estate ETF by 7.4% during the 4th quarter. One Capital Management LLC now owns 27,612 shares of the exchange traded fund’s stock valued at $2,443,000 after acquiring an additional 1,906 shares in the last quarter. Finally, FDx Advisors Inc. boosted its position in shares of Vanguard Real Estate ETF by 2.2% during the 4th quarter. FDx Advisors Inc. now owns 39,138 shares of the exchange traded fund’s stock valued at $3,463,000 after acquiring an additional 843 shares in the last quarter. 60.03% of the stock is currently owned by institutional investors and hedge funds.

Vanguard Real Estate ETF Stock Performance

Shares of Vanguard Real Estate ETF stock opened at $94.52 on Wednesday. The firm’s 50-day simple moving average is $93.75 and its 200-day simple moving average is $92.05. Vanguard Real Estate ETF has a twelve month low of $86.84 and a twelve month high of $97.71. The firm has a market cap of $36.44 billion, a P/E ratio of 35.58 and a beta of 1.00.

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.