TrueWealth Financial Partners Purchases Shares of 114,788 Vanguard Real Estate ETF $VNQ

TrueWealth Financial Partners purchased a new stake in Vanguard Real Estate ETF (NYSEARCA:VNQ) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 114,788 shares of the exchange traded fund’s stock, valued at approximately $10,182,000. Vanguard Real Estate ETF accounts for about 4.1% of TrueWealth Financial Partners’ investment portfolio, making the stock its 9th biggest holding.

Other institutional investors and hedge funds have also modified their holdings of the company. Northwestern Mutual Wealth Management Co. raised its holdings in Vanguard Real Estate ETF by 9.4% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 11,994,193 shares of the exchange traded fund’s stock worth $1,061,366,000 after acquiring an additional 1,033,999 shares during the period. Wealthfront Advisers LLC lifted its position in Vanguard Real Estate ETF by 0.3% during the 1st quarter. Wealthfront Advisers LLC now owns 10,070,180 shares of the exchange traded fund’s stock worth $893,225,000 after acquiring an additional 30,853 shares during the last quarter. Morgan Stanley boosted its holdings in Vanguard Real Estate ETF by 1.1% during the fourth quarter. Morgan Stanley now owns 9,890,313 shares of the exchange traded fund’s stock valued at $875,194,000 after acquiring an additional 111,978 shares during the period. Bank of New York Mellon Corp boosted its holdings in Vanguard Real Estate ETF by 27.3% during the first quarter. Bank of New York Mellon Corp now owns 3,431,398 shares of the exchange traded fund’s stock valued at $304,365,000 after acquiring an additional 736,312 shares during the period. Finally, Financial Engines Advisors L.L.C. grew its position in shares of Vanguard Real Estate ETF by 1.6% in the fourth quarter. Financial Engines Advisors L.L.C. now owns 3,370,746 shares of the exchange traded fund’s stock valued at $298,277,000 after purchasing an additional 53,115 shares during the last quarter. 60.03% of the stock is currently owned by institutional investors and hedge funds.

Vanguard Real Estate ETF Stock Performance

NYSEARCA VNQ opened at $99.49 on Friday. The stock has a 50-day simple moving average of $97.59 and a 200 day simple moving average of $94.61. Vanguard Real Estate ETF has a twelve month low of $86.84 and a twelve month high of $101.80. The stock has a market capitalization of $39.42 billion, a PE ratio of 35.58 and a beta of 0.98.

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.