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Ancora Family Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Ancora Family Wealth 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
2016
Q3 		$584K Buy
6,728
+4,092
+155% +$365K 0.2% 123
2016
Q2 		$234K Buy
+2,636
New +$222K 0.09% 167

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ancora Family Wealth Advisors's VNQ Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 155% in Q3 2016, buying an estimated $365K and bringing the position to 6,728 shares worth $584K. The position accounts for 0.2% of the portfolio, ranked #123.

Ancora Family Wealth Advisors first reported a position in VNQ in Q2 2016 and has held it in 2 quarters since. 852 funds tracked by Wall St. Rank hold VNQ as of Q3 2016.

  • Ancora Family Wealth Advisors held 6,728 shares of Vanguard Real Estate ETF worth $584K as of Q3 2016.
  • Ancora Family Wealth Advisors bought 4,092 Vanguard Real Estate ETF shares in Q3 2016, an estimated $365K.
  • Vanguard Real Estate ETF made up 0.2% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #123 holding.
  • Ancora Family Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q2 2016 and has held it in 2 quarters since.
  • 852 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.