Sterling Financial Planning Inc. Has $3.01 Million Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Sterling Financial Planning Inc. increased its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 3.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 34,080 shares of the exchange traded fund’s stock after acquiring an additional 998 shares during the period. Vanguard Real Estate ETF comprises 1.3% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 25th biggest holding. Sterling Financial Planning Inc.’s holdings in Vanguard Real Estate ETF were worth $3,011,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. YHB Investment Advisors Inc. grew its holdings in shares of Vanguard Real Estate ETF by 1.6% during the 4th quarter. YHB Investment Advisors Inc. now owns 7,593 shares of the exchange traded fund’s stock valued at $671,000 after purchasing an additional 117 shares during the last quarter. Pacifica Partners Inc. grew its holdings in shares of Vanguard Real Estate ETF by 11.4% during the 4th quarter. Pacifica Partners Inc. now owns 1,157 shares of the exchange traded fund’s stock valued at $97,000 after purchasing an additional 118 shares during the last quarter. Brookmont Capital Management grew its holdings in shares of Vanguard Real Estate ETF by 3.5% during the 4th quarter. Brookmont Capital Management now owns 3,666 shares of the exchange traded fund’s stock valued at $324,000 after purchasing an additional 123 shares during the last quarter. Daymark Wealth Partners LLC boosted its position in Vanguard Real Estate ETF by 2.0% during the 4th quarter. Daymark Wealth Partners LLC now owns 7,083 shares of the exchange traded fund’s stock valued at $626,000 after buying an additional 136 shares during the period. Finally, Monograph Wealth Advisors LLC boosted its position in Vanguard Real Estate ETF by 0.4% during the 4th quarter. Monograph Wealth Advisors LLC now owns 31,153 shares of the exchange traded fund’s stock valued at $2,569,000 after buying an additional 137 shares during the period.

Vanguard Real Estate ETF Stock Up 0.0 %

Shares of NYSEARCA:VNQ traded up $0.01 on Thursday, hitting $78.62. The company had a trading volume of 4,032,727 shares, compared to its average volume of 4,913,248. The firm’s 50-day simple moving average is $84.66 and its two-hundred day simple moving average is $82.48. Vanguard Real Estate ETF has a 1 year low of $70.61 and a 1 year high of $90.09. The firm has a market capitalization of $30.94 billion, a price-to-earnings ratio of 22.27 and a beta of 1.05.

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.