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Advisor Partners II’s Vanguard Real Estate ETF VNQ Stock Holding History

Advisor Partners II’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
2023
Q3 		– Sell
-2,703
Closed -$226K – 1300
2023
Q2 		$226K Buy
+2,703
New +$221K 0.01% 944
2022
Q4 		– Sell
-3,517
Closed -$282K – 970
2022
Q3 		$282K Buy
+3,517
New +$329K 0.02% 633

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Partners II's VNQ Position: Q3 2023 in Review

Advisor Partners II sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 2,703 shares — an estimated $226K sold.

Advisor Partners II first reported a position in VNQ in Q3 2022 and held it in 2 quarters. The position peaked at $282K in Q3 2022. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

  • Advisor Partners II reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Advisor Partners II sold 2,703 Vanguard Real Estate ETF shares in Q3 2023, an estimated $226K.
  • Advisor Partners II first reported a position in Vanguard Real Estate ETF in Q3 2022 and held it in 2 quarters.
  • Advisor Partners II's Vanguard Real Estate ETF position peaked at $282K in Q3 2022.
  • 1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.