12,411 Shares in Vanguard Real Estate ETF $VNQ Acquired by Donalies Financial Planning LLC

Donalies Financial Planning LLC acquired a new position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 12,411 shares of the exchange traded fund’s stock, valued at approximately $1,098,000. Vanguard Real Estate ETF makes up approximately 0.9% of Donalies Financial Planning LLC’s investment portfolio, making the stock its 29th biggest holding.

A number of other institutional investors have also added to or reduced their stakes in the stock. Northwestern Mutual Wealth Management Co. increased its position in Vanguard Real Estate ETF by 9.4% during 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 purchasing an additional 1,033,999 shares in the last quarter. Wealthfront Advisers LLC increased its position in Vanguard Real Estate ETF by 7.4% during the 4th quarter. Wealthfront Advisers LLC now owns 10,039,327 shares of the exchange traded fund’s stock worth $888,380,000 after purchasing an additional 695,474 shares in the last quarter. Morgan Stanley increased its position in Vanguard Real Estate ETF by 1.1% during the 4th quarter. Morgan Stanley now owns 9,890,313 shares of the exchange traded fund’s stock worth $875,194,000 after purchasing an additional 111,978 shares in the last quarter. JPMorgan Chase & Co. increased its position in Vanguard Real Estate ETF by 6.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 8,535,135 shares of the exchange traded fund’s stock worth $780,282,000 after purchasing an additional 498,006 shares in the last quarter. Finally, US Bancorp DE increased its position in Vanguard Real Estate ETF by 2.5% during the 3rd quarter. US Bancorp DE now owns 5,176,306 shares of the exchange traded fund’s stock worth $473,218,000 after purchasing an additional 124,389 shares in the last quarter. 60.03% of the stock is currently owned by institutional investors and hedge funds.

Vanguard Real Estate ETF Price Performance

VNQ stock opened at $98.06 on Wednesday. The company has a 50 day simple moving average of $95.56 and a 200 day simple moving average of $92.61. The stock has a market cap of $37.80 billion, a price-to-earnings ratio of 35.58 and a beta of 0.98. Vanguard Real Estate ETF has a 1 year low of $86.84 and a 1 year high of $99.15.

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.