Quantum Financial Planning Services Inc. Purchases New Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Quantum Financial Planning Services Inc. purchased a new stake in Vanguard Real Estate ETF (NYSEARCA:VNQ) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,555 shares of the exchange traded fund’s stock, valued at approximately $495,000. Vanguard Real Estate ETF comprises about 0.3% of Quantum Financial Planning Services Inc.’s investment portfolio, making the stock its 18th largest position.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in VNQ. Bar Harbor Wealth Management lifted its stake in Vanguard Real Estate ETF by 3.7% in the third quarter. Bar Harbor Wealth Management now owns 3,034 shares of the exchange traded fund’s stock valued at $296,000 after buying an additional 107 shares during the last quarter. Barrett & Company Inc. increased its holdings in shares of Vanguard Real Estate ETF by 2.1% in the 3rd quarter. Barrett & Company Inc. now owns 5,665 shares of the exchange traded fund’s stock valued at $552,000 after acquiring an additional 116 shares during the period. Voya Financial Advisors Inc. raised its position in Vanguard Real Estate ETF by 1.6% in the 3rd quarter. Voya Financial Advisors Inc. now owns 7,581 shares of the exchange traded fund’s stock valued at $733,000 after purchasing an additional 117 shares during the last quarter. Westside Investment Management Inc. boosted its stake in Vanguard Real Estate ETF by 1.6% during the 4th quarter. Westside Investment Management Inc. now owns 7,408 shares of the exchange traded fund’s stock worth $660,000 after purchasing an additional 120 shares during the period. Finally, JFS Wealth Advisors LLC grew its position in Vanguard Real Estate ETF by 1.2% during the 3rd quarter. JFS Wealth Advisors LLC now owns 10,616 shares of the exchange traded fund’s stock worth $1,034,000 after purchasing an additional 130 shares during the last quarter.

Vanguard Real Estate ETF Stock Performance

Shares of NYSEARCA:VNQ opened at $90.75 on Friday. Vanguard Real Estate ETF has a one year low of $78.27 and a one year high of $99.58. The stock has a market capitalization of $35.72 billion, a price-to-earnings ratio of 22.09 and a beta of 1.03. The company has a 50-day simple moving average of $91.62 and a 200-day simple moving average of $93.24.

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.