Vanguard Real Estate ETF (NYSEARCA:VNQ) is Rockwood Wealth Management LLC’s 8th Largest Position

Rockwood Wealth Management LLC trimmed its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 3.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 282,426 shares of the exchange traded fund’s stock after selling 10,262 shares during the quarter. Vanguard Real Estate ETF makes up about 2.7% of Rockwood Wealth Management LLC’s portfolio, making the stock its 8th biggest position. Rockwood Wealth Management LLC owned 0.07% of Vanguard Real Estate ETF worth $24,941,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of VNQ. Duncan Williams Asset Management LLC lifted its holdings in Vanguard Real Estate ETF by 10.6% during the 4th quarter. Duncan Williams Asset Management LLC now owns 3,628 shares of the exchange traded fund’s stock valued at $323,000 after buying an additional 347 shares in the last quarter. Flagship Harbor Advisors LLC increased its position in shares of Vanguard Real Estate ETF by 3.9% during the fourth quarter. Flagship Harbor Advisors LLC now owns 28,949 shares of the exchange traded fund’s stock worth $2,579,000 after acquiring an additional 1,095 shares during the period. Juncture Wealth Strategies LLC increased its position in shares of Vanguard Real Estate ETF by 37.7% during the fourth quarter. Juncture Wealth Strategies LLC now owns 19,346 shares of the exchange traded fund’s stock worth $1,723,000 after acquiring an additional 5,294 shares during the period. B.O.S.S. Retirement Advisors LLC bought a new stake in shares of Vanguard Real Estate ETF during the fourth quarter valued at approximately $367,000. Finally, Exchange Traded Concepts LLC boosted its holdings in shares of Vanguard Real Estate ETF by 685.7% in the fourth quarter. Exchange Traded Concepts LLC now owns 445,162 shares of the exchange traded fund’s stock valued at $39,655,000 after purchasing an additional 388,506 shares during the period.

Vanguard Real Estate ETF Stock Up 0.3 %

VNQ opened at $90.71 on Friday. The stock’s fifty day moving average is $91.86 and its two-hundred day moving average is $93.07. The company has a market capitalization of $35.70 billion, a P/E ratio of 22.09 and a beta of 1.03. Vanguard Real Estate ETF has a 52 week low of $78.27 and a 52 week high of $99.58.

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.