Rockwood Wealth Management LLC Has $24.29 Million Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Rockwood Wealth Management LLC reduced its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ) by 5.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 268,327 shares of the exchange traded fund’s stock after selling 14,099 shares during the period. Vanguard Real Estate ETF makes up approximately 2.5% of Rockwood Wealth Management LLC’s investment portfolio, making the stock its 9th biggest position. Rockwood Wealth Management LLC’s holdings in Vanguard Real Estate ETF were worth $24,294,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in VNQ. Wedmont Private Capital lifted its stake in shares of Vanguard Real Estate ETF by 20.3% in the 1st quarter. Wedmont Private Capital now owns 34,176 shares of the exchange traded fund’s stock valued at $2,858,000 after acquiring an additional 5,756 shares during the last quarter. Intergy Private Wealth LLC increased its holdings in Vanguard Real Estate ETF by 0.4% in the first quarter. Intergy Private Wealth LLC now owns 34,936 shares of the exchange traded fund’s stock valued at $3,163,000 after purchasing an additional 152 shares during the period. First National Corp MA ADV boosted its position in Vanguard Real Estate ETF by 3.7% during the first quarter. First National Corp MA ADV now owns 71,526 shares of the exchange traded fund’s stock valued at $6,476,000 after acquiring an additional 2,564 shares during the last quarter. Tide Cove Capital Partners LLC boosted its position in Vanguard Real Estate ETF by 0.8% during the first quarter. Tide Cove Capital Partners LLC now owns 85,470 shares of the exchange traded fund’s stock valued at $7,738,000 after acquiring an additional 684 shares during the last quarter. Finally, Magnus Financial Group LLC boosted its position in Vanguard Real Estate ETF by 5.9% during the first quarter. Magnus Financial Group LLC now owns 13,626 shares of the exchange traded fund’s stock valued at $1,234,000 after acquiring an additional 761 shares during the last quarter.

Vanguard Real Estate ETF Price Performance

VNQ stock opened at $89.87 on Friday. The stock has a market capitalization of $95.26 billion, a PE ratio of 32.63 and a beta of 1.02. The company’s 50-day moving average is $87.35 and its 200-day moving average is $90.10. Vanguard Real Estate ETF has a 1 year low of $76.92 and a 1 year high of $99.58.

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.