Balanced Wealth Group LLC Reduces Position in Vanguard Real Estate ETF $VNQ

Balanced Wealth Group LLC lowered its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 8.8% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 54,733 shares of the exchange traded fund’s stock after selling 5,260 shares during the period. Vanguard Real Estate ETF makes up approximately 2.1% of Balanced Wealth Group LLC’s holdings, making the stock its 13th biggest position. Balanced Wealth Group LLC’s holdings in Vanguard Real Estate ETF were worth $4,879,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. 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 purchasing an additional 11,469 shares during the period. Revolve Wealth Partners LLC increased its position in Vanguard Real Estate ETF by 267.6% in the fourth quarter. Revolve Wealth Partners LLC now owns 7,599 shares of the exchange traded fund’s stock worth $677,000 after buying an additional 5,532 shares in the last quarter. XTX Topco Ltd increased its position in Vanguard Real Estate ETF by 16.5% in the first quarter. XTX Topco Ltd now owns 5,664 shares of the exchange traded fund’s stock worth $513,000 after buying an additional 801 shares in the last quarter. Vestcor Inc bought a new position in shares of Vanguard Real Estate ETF in the first quarter worth about $779,000. Finally, NorthRock Partners LLC lifted its position in shares of Vanguard Real Estate ETF by 9.6% during the 1st quarter. NorthRock Partners LLC now owns 6,167 shares of the exchange traded fund’s stock valued at $558,000 after buying an additional 541 shares in the last quarter. 60.03% of the stock is currently owned by institutional investors.

Vanguard Real Estate ETF Price Performance

Shares of NYSEARCA:VNQ opened at $91.34 on Friday. Vanguard Real Estate ETF has a 1-year low of $76.92 and a 1-year high of $99.09. The company has a market capitalization of $34.46 billion, a P/E ratio of 35.58 and a beta of 1.03. The firm’s 50 day simple moving average is $90.35 and its two-hundred day simple moving average is $90.23.

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.