Falcon Wealth Planning Raises Position in Vanguard Real Estate ETF $VNQ

Falcon Wealth Planning lifted its position in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 10.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 442,545 shares of the exchange traded fund’s stock after buying an additional 43,517 shares during the period. Vanguard Real Estate ETF comprises 2.7% of Falcon Wealth Planning’s portfolio, making the stock its 13th largest holding. Falcon Wealth Planning owned about 0.11% of Vanguard Real Estate ETF worth $39,254,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in VNQ. Brighton Jones LLC raised its holdings in Vanguard Real Estate ETF by 59.4% in the 4th quarter. Brighton Jones LLC now owns 30,762 shares of the exchange traded fund’s stock worth $2,740,000 after acquiring an additional 11,469 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in Vanguard Real Estate ETF by 267.6% during the 4th quarter. Revolve Wealth Partners LLC now owns 7,599 shares of the exchange traded fund’s stock valued at $677,000 after purchasing an additional 5,532 shares during the last quarter. AQR Capital Management LLC boosted its stake in Vanguard Real Estate ETF by 17.5% during the 1st quarter. AQR Capital Management LLC now owns 8,616 shares of the exchange traded fund’s stock valued at $780,000 after purchasing an additional 1,284 shares during the last quarter. Russell Investments Group Ltd. increased its holdings in shares of Vanguard Real Estate ETF by 84.9% in the 2nd quarter. Russell Investments Group Ltd. now owns 4,838 shares of the exchange traded fund’s stock worth $431,000 after purchasing an additional 2,222 shares in the last quarter. Finally, State Street Corp increased its holdings in shares of Vanguard Real Estate ETF by 735.3% in the 2nd quarter. State Street Corp now owns 1,592,905 shares of the exchange traded fund’s stock worth $141,864,000 after purchasing an additional 1,402,196 shares in the last quarter. Hedge funds and other institutional investors own 60.03% of the company’s stock.

Vanguard Real Estate ETF Price Performance

VNQ stock opened at $97.19 on Friday. Vanguard Real Estate ETF has a 1-year low of $86.84 and a 1-year high of $99.15. The business has a fifty day moving average price of $96.15 and a 200-day moving average price of $92.91. The stock has a market capitalization of $37.46 billion, a P/E ratio of 35.58 and a beta of 0.98.

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.