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Advisor Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Advisor Group’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$34.2M Buy
368,772
+15,244
+4% +$1.41M 0.24% 81
2019
Q3 		$33M Buy
353,528
+23,321
+7% +$2.12M 0.24% 75
2019
Q2 		$28.9M Buy
330,207
+39,350
+14% +$3.44M 0.22% 80
2019
Q1 		$25.3M Buy
290,857
+42,651
+17% +$3.52M 0.21% 85
2018
Q4 		$18.5M Buy
248,206
+39,381
+19% +$3.1M 0.18% 104
2018
Q3 		$16.9M Buy
208,825
+46,228
+28% +$3.81M 0.17% 109
2018
Q2 		$13.2M Sell
162,597
-50,312
-24% -$3.9M 0.18% 109
2018
Q1 		$16.1M Sell
212,909
-73,614
-26% -$5.63M 0.22% 88
2017
Q4 		$23.8M Sell
286,523
-4,526
-2% -$379K 0.32% 64
2017
Q3 		$24.2M Buy
291,049
+85,106
+41% +$7.11M 0.38% 51
2017
Q2 		$17.1M Buy
205,943
+39,791
+24% +$3.32M 0.3% 63
2017
Q1 		$13.7M Buy
166,152
+4,192
+3% +$348K 0.28% 75
2016
Q4 		$13.4M Sell
161,960
-12,272
-7% -$999K 0.3% 66
2016
Q3 		$15.1M Buy
174,232
+11,466
+7% +$1.02M 0.36% 45
2016
Q2 		$14.4M Buy
+162,766
New +$13.7M 0.38% 48

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Advisor Group's VNQ Position: Q4 2019 in Review

Advisor Group increased its Vanguard Real Estate ETF (VNQ) stake by 4.3% in Q4 2019, buying an estimated $1.41M and bringing the position to 368,772 shares worth $34.2M. The position accounts for 0.24% of the portfolio, ranked #81.

Advisor Group first reported a position in VNQ in Q2 2016 and has held it in 15 quarters since. 1,384 funds tracked by Wall St. Rank hold VNQ as of Q4 2019.

  • Advisor Group held 368,772 shares of Vanguard Real Estate ETF worth $34.2M as of Q4 2019.
  • Advisor Group bought 15,244 Vanguard Real Estate ETF shares in Q4 2019, an estimated $1.41M.
  • Vanguard Real Estate ETF made up 0.24% of Advisor Group's portfolio in Q4 2019, its #81 holding.
  • Advisor Group first reported a position in Vanguard Real Estate ETF in Q2 2016 and has held it in 15 quarters since.
  • 1,384 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.