Whelan Financial Boosts Stock Position in Vanguard Real Estate ETF $VNQ

Whelan Financial grew its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 0.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 254,697 shares of the exchange traded fund’s stock after buying an additional 2,131 shares during the period. Vanguard Real Estate ETF makes up 8.2% of Whelan Financial’s holdings, making the stock its 4th biggest position. Whelan Financial’s holdings in Vanguard Real Estate ETF were worth $22,683,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in VNQ. Brighton Jones LLC increased its position in Vanguard Real Estate ETF by 59.4% during the 4th quarter. Brighton Jones LLC now owns 30,762 shares of the exchange traded fund’s stock worth $2,740,000 after buying an additional 11,469 shares during the period. Revolve Wealth Partners LLC increased its position in shares of 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 purchasing an additional 5,532 shares during the period. GAMMA Investing LLC increased its position in shares of Vanguard Real Estate ETF by 11,471.3% in the first quarter. GAMMA Investing LLC now owns 49,525 shares of the exchange traded fund’s stock worth $4,484,000 after purchasing an additional 49,097 shares during the period. NBC Securities Inc. increased its position in shares of Vanguard Real Estate ETF by 81,683.3% in the first quarter. NBC Securities Inc. now owns 4,907 shares of the exchange traded fund’s stock worth $444,000 after purchasing an additional 4,901 shares during the period. Finally, Merit Financial Group LLC increased its position in shares of Vanguard Real Estate ETF by 47.2% in the first quarter. Merit Financial Group LLC now owns 48,680 shares of the exchange traded fund’s stock worth $4,407,000 after purchasing an additional 15,602 shares during the period. Institutional investors own 60.03% of the company’s stock.

Vanguard Real Estate ETF Stock Performance

Shares of NYSEARCA VNQ opened at $91.08 on Friday. Vanguard Real Estate ETF has a 52 week low of $76.92 and a 52 week high of $99.20. The stock has a market capitalization of $34.10 billion, a P/E ratio of 35.58 and a beta of 0.91. The stock’s fifty day moving average is $90.97 and its 200 day moving average is $89.46.

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.