American Research & Management Company’s Vanguard Real Estate ETF VNQ Stock Holding History

American Research & Management Company’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	$5K	Hold	68	–	–	﹤0.01%	330
2022 Q2	$6K	Buy	+68	New	+$6.78K	﹤0.01%	323
2020 Q2	–	Sell	-809	Closed	-$57K	–	367
2020 Q1	$57K	Hold	809	–	–	0.02%	169
2019 Q4	$75K	Hold	809	–	–	0.02%	172
2019 Q3	$75K	Hold	809	–	–	0.02%	176
2019 Q2	$71K	Hold	809	–	–	0.02%	186
2019 Q1	$70K	Buy	+809	New	+$66.8K	0.02%	192
2015 Q3	–	Sell	-116	Closed	-$9K	–	394
2015 Q2	$9K	Hold	116	–	–	﹤0.01%	290
2015 Q1	$10K	Hold	116	–	–	﹤0.01%	280
2014 Q4	$9K	Hold	116	–	–	﹤0.01%	287
2014 Q3	$8K	Hold	116	–	–	﹤0.01%	297
2014 Q2	$9K	Hold	116	–	–	﹤0.01%	299
2014 Q1	$8K	Hold	116	–	–	﹤0.01%	309
2013 Q4	$7K	Hold	116	–	–	﹤0.01%	319
2013 Q3	$8K	Hold	116	–	–	﹤0.01%	295
2013 Q2	$8K	Buy	+116	New	+$8.43K	﹤0.01%	293

Other funds holding VNQ

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

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

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

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

PCA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

American Research & Management Company's VNQ Position: Q3 2022 in Review

American Research & Management Company held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2022 at 68 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

American Research & Management Company first reported a position in VNQ in Q2 2013 and has held it in 16 quarters since. The position peaked at $75K in Q4 2019. 1,504 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

American Research & Management Company held 68 shares of Vanguard Real Estate ETF worth $5K as of Q3 2022.
American Research & Management Company left its Vanguard Real Estate ETF share count unchanged in Q3 2022.
Vanguard Real Estate ETF made up ﹤0.01% of American Research & Management Company's portfolio in Q3 2022, its #330 holding.
American Research & Management Company first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 16 quarters since.
American Research & Management Company's Vanguard Real Estate ETF position peaked at $75K in Q4 2019.
1,504 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.