Advisors Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Advisors Asset Management’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
2020 Q3	–	Sell	-18	Closed	-$1.41K	–	1595
2020 Q2	$1.41K	Hold	18	–	–	﹤0.01%	1536
2020 Q1	$1.26K	Hold	18	–	–	﹤0.01%	1475
2019 Q4	$1.67K	Hold	18	–	–	﹤0.01%	1529
2019 Q3	$1.68K	Hold	18	–	–	﹤0.01%	1544
2019 Q2	$1.37K	Sell	18 -18	-50%	-$1.58K	﹤0.01%	1522
2019 Q1	$3.13K	Buy	36 +18	+100%	+$1.49K	﹤0.01%	1530
2018 Q4	$1K	Sell	18 -217	-92%	-$17.1K	﹤0.01%	1590
2018 Q3	$19K	Buy	235 +18	+8%	+$1.48K	﹤0.01%	1519
2018 Q2	$18K	Sell	217 -18	-8%	-$1.4K	﹤0.01%	1515
2018 Q1	$17K	Buy	235 +18	+8%	+$1.38K	﹤0.01%	1445
2017 Q4	$18K	Buy	+217	New	+$18.2K	﹤0.01%	1452

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCA

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Advisors Asset Management's VNQ Position: Q3 2020 in Review

Advisors Asset Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2020, closing a stake of 18 shares — an estimated $1.41K sold.

Advisors Asset Management first reported a position in VNQ in Q4 2017 and held it in 11 quarters. The position peaked at $19K in Q3 2018. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

Advisors Asset Management reported no remaining Vanguard Real Estate ETF position as of Q3 2020 after selling out during the quarter.
Advisors Asset Management sold 18 Vanguard Real Estate ETF shares in Q3 2020, an estimated $1.41K.
Advisors Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 11 quarters.
Advisors Asset Management's Vanguard Real Estate ETF position peaked at $19K in Q3 2018.
1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on Advisors Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.