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

Advisor Partners’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
2022 Q2	$289K	Sell	3,179 -444	-12%	-$44.3K	0.02%	651
2022 Q1	$393K	Sell	3,623 -151	-4%	-$16K	0.02%	592
2021 Q4	$438K	Buy	+3,774	New	+$412K	0.03%	550
2017 Q4	–	Sell	-3,366	Closed	-$280K	–	580
2017 Q3	$280K	Buy	+3,366	New	+$281K	0.06%	368
2014 Q3	–	Sell	-3,067	Closed	-$230K	–	275
2014 Q2	$230K	Buy	3,067 +103	+3%	+$7.57K	0.11%	239
2014 Q1	$209K	Buy	+2,964	New	+$203K	0.11%	248

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Advisor Partners's VNQ Position: Q2 2022 in Review

Advisor Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 12% in Q2 2022, selling an estimated $44.3K and leaving 3,179 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #651.

Advisor Partners first reported a position in VNQ in Q1 2014 and has held it in 6 quarters since. The position peaked at $438K in Q4 2021. 1,576 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

Advisor Partners held 3,179 shares of Vanguard Real Estate ETF worth $289K as of Q2 2022.
Advisor Partners sold 444 Vanguard Real Estate ETF shares in Q2 2022, an estimated $44.3K.
Vanguard Real Estate ETF made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #651 holding.
Advisor Partners first reported a position in Vanguard Real Estate ETF in Q1 2014 and has held it in 6 quarters since.
Advisor Partners's Vanguard Real Estate ETF position peaked at $438K in Q4 2021.
1,576 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.