APA
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American Portfolios Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

American Portfolios Advisors’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
Q3 		$4.91M Buy
61,214
+4,190
+7% +$392K 0.21% 98
2022
Q2 		$5.2M Sell
57,024
-6,539
-10% -$652K 0.21% 93
2022
Q1 		$6.89M Buy
63,563
+2,822
+5% +$299K 0.24% 75
2021
Q4 		$7.05M Sell
60,741
-11,170
-16% -$1.22M 0.24% 76
2021
Q3 		$7.32M Buy
71,911
+23,748
+49% +$2.52M 0.27% 69
2021
Q2 		$4.9M Buy
48,163
+4,865
+11% +$482K 0.19% 102
2021
Q1 		$3.98M Sell
43,298
-350
-0.8% -$30.8K 0.17% 109
2020
Q4 		$3.71M Sell
43,648
-3,592
-8% -$298K 0.19% 101
2020
Q3 		$3.73M Sell
47,240
-12,165
-20% -$977K 0.22% 92
2020
Q2 		$4.67M Sell
59,405
-12,062
-17% -$914K 0.3% 66
2020
Q1 		$4.99M Buy
71,467
+608
+0.9% +$53.4K 0.42% 43
2019
Q4 		$6.57M Buy
70,859
+4,588
+7% +$425K 0.47% 35
2019
Q3 		$6.18M Buy
66,271
+10,894
+20% +$989K 0.51% 36
2019
Q2 		$4.84M Buy
55,377
+5,965
+12% +$522K 0.41% 47
2019
Q1 		$4.29M Buy
49,412
+8,183
+20% +$676K 0.4% 54
2018
Q4 		$3.07M Buy
41,229
+12,554
+44% +$989K 0.38% 61
2018
Q3 		$2.31M Buy
28,675
+1,050
+4% +$86.5K 0.27% 86
2018
Q2 		$2.25M Buy
27,625
+1,535
+6% +$119K 0.31% 69
2018
Q1 		$1.97M Sell
26,090
-1,671
-6% -$128K 0.29% 72
2017
Q4 		$2.3M Buy
+27,761
New +$2.33M 0.36% 57

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Portfolios Advisors's VNQ Position: Q3 2022 in Review

American Portfolios Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 7.3% in Q3 2022, buying an estimated $392K and bringing the position to 61,214 shares worth $4.91M. The position accounts for 0.21% of the portfolio, ranked #98.

American Portfolios Advisors first reported a position in VNQ in Q4 2017 and has held it in 20 quarters since. The position peaked at $7.32M in Q3 2021. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • American Portfolios Advisors held 61,214 shares of Vanguard Real Estate ETF worth $4.91M as of Q3 2022.
  • American Portfolios Advisors bought 4,190 Vanguard Real Estate ETF shares in Q3 2022, an estimated $392K.
  • Vanguard Real Estate ETF made up 0.21% of American Portfolios Advisors's portfolio in Q3 2022, its #98 holding.
  • American Portfolios Advisors first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Vanguard Real Estate ETF position peaked at $7.32M in Q3 2021.
  • 1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.