Root Financial Partners LLC Has $1.50 Million Stock Holdings in Vanguard Real Estate ETF $VNQ

Root Financial Partners LLC lifted its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 68.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 16,456 shares of the exchange traded fund’s stock after acquiring an additional 6,695 shares during the quarter. Root Financial Partners LLC’s holdings in Vanguard Real Estate ETF were worth $1,504,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Atlantic Union Bankshares Corp acquired a new position in shares of Vanguard Real Estate ETF during the 2nd quarter worth about $585,000. Allworth Financial LP lifted its stake in Vanguard Real Estate ETF by 179.5% in the 2nd quarter. Allworth Financial LP now owns 77,106 shares of the exchange traded fund’s stock valued at $6,867,000 after purchasing an additional 49,516 shares during the last quarter. Gould Asset Management LLC CA grew its holdings in Vanguard Real Estate ETF by 3.9% during the third quarter. Gould Asset Management LLC CA now owns 161,662 shares of the exchange traded fund’s stock worth $14,779,000 after purchasing an additional 6,034 shares during the period. Chandler Asset Management Inc. increased its position in Vanguard Real Estate ETF by 4.6% during the third quarter. Chandler Asset Management Inc. now owns 397,448 shares of the exchange traded fund’s stock worth $36,335,000 after buying an additional 17,595 shares during the last quarter. Finally, Cullen Frost Bankers Inc. increased its position in Vanguard Real Estate ETF by 365.3% during the second quarter. Cullen Frost Bankers Inc. now owns 1,340 shares of the exchange traded fund’s stock worth $119,000 after buying an additional 1,052 shares during the last quarter. Institutional investors own 60.03% of the company’s stock.

Vanguard Real Estate ETF Stock Up 1.2%

VNQ opened at $92.62 on Tuesday. Vanguard Real Estate ETF has a 12-month low of $76.92 and a 12-month high of $94.95. The stock has a market cap of $35.47 billion, a price-to-earnings ratio of 35.58 and a beta of 1.03. The business has a 50 day moving average of $89.61 and a 200-day moving average of $90.27.

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.