Falcon Wealth Planning Has $34.09 Million Stake in Vanguard Real Estate ETF $VNQ

Falcon Wealth Planning increased its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 10.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 372,913 shares of the exchange traded fund’s stock after purchasing an additional 34,601 shares during the quarter. Vanguard Real Estate ETF makes up approximately 3.1% of Falcon Wealth Planning’s portfolio, making the stock its 12th largest position. Falcon Wealth Planning owned about 0.10% of Vanguard Real Estate ETF worth $34,092,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Hantz Financial Services Inc. lifted its position in Vanguard Real Estate ETF by 123.6% in the 2nd quarter. Hantz Financial Services Inc. now owns 313 shares of the exchange traded fund’s stock worth $28,000 after buying an additional 173 shares in the last quarter. Cohalo Advisory LLC acquired a new position in shares of Vanguard Real Estate ETF in the second quarter worth $29,000. Barnes Dennig Private Wealth Management LLC purchased a new stake in shares of Vanguard Real Estate ETF during the second quarter worth $33,000. Reyes Financial Architecture Inc. boosted its position in Vanguard Real Estate ETF by 405.5% during the second quarter. Reyes Financial Architecture Inc. now owns 369 shares of the exchange traded fund’s stock valued at $33,000 after purchasing an additional 296 shares during the last quarter. Finally, Aberdeen Wealth Management LLC purchased a new position in Vanguard Real Estate ETF in the first quarter valued at about $40,000. 60.03% of the stock is owned by hedge funds and other institutional investors.

Vanguard Real Estate ETF Price Performance

Shares of VNQ stock opened at $88.59 on Friday. The firm has a market cap of $33.42 billion, a P/E ratio of 35.58 and a beta of 1.03. The stock’s 50-day moving average is $90.00 and its two-hundred day moving average is $90.32. Vanguard Real Estate ETF has a fifty-two week low of $76.92 and a fifty-two week high of $94.95.

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.