Total Wealth Planning LLC Has $2.66 Million Stock Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

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Total Wealth Planning LLC cut its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 5.8% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 30,373 shares of the exchange traded fund’s stock after selling 1,871 shares during the period. Vanguard Real Estate ETF comprises approximately 1.6% of Total Wealth Planning LLC’s portfolio, making the stock its 16th largest position. Total Wealth Planning LLC’s holdings in Vanguard Real Estate ETF were worth $2,655,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. JPMorgan Chase & Co. raised its holdings in Vanguard Real Estate ETF by 53.6% during the 1st quarter. JPMorgan Chase & Co. now owns 10,398,358 shares of the exchange traded fund’s stock worth $903,722,000 after purchasing an additional 3,627,626 shares during the last quarter. Creative Planning raised its holdings in Vanguard Real Estate ETF by 11.5% during the 2nd quarter. Creative Planning now owns 8,696,165 shares of the exchange traded fund’s stock worth $760,044,000 after purchasing an additional 899,117 shares during the last quarter. US Bancorp DE raised its holdings in Vanguard Real Estate ETF by 7.3% during the 1st quarter. US Bancorp DE now owns 4,295,577 shares of the exchange traded fund’s stock worth $373,328,000 after purchasing an additional 291,559 shares during the last quarter. Wealthfront Advisers LLC raised its holdings in Vanguard Real Estate ETF by 3.2% during the 1st quarter. Wealthfront Advisers LLC now owns 4,122,593 shares of the exchange traded fund’s stock worth $358,295,000 after purchasing an additional 126,373 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its stake in shares of Vanguard Real Estate ETF by 2.6% in the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 3,379,080 shares of the exchange traded fund’s stock valued at $293,681,000 after acquiring an additional 85,478 shares in the last quarter.

Shares of NYSEARCA:VNQ traded down $0.24 during mid-day trading on Friday, hitting $91.75. The company had a trading volume of 1,470,071 shares, compared to its average volume of 5,850,432. The firm has a fifty day moving average price of $89.52 and a 200 day moving average price of $87.34. Vanguard Real Estate ETF has a one year low of $71.08 and a one year high of $92.21.

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.

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Institutional Ownership by Quarter for Vanguard Real Estate ETF (NYSEARCA:VNQ)

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