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Austin Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Austin Private Wealth’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
-232,922
Closed -$18.3M – 99
2020
Q2 		$18.3M Buy
232,922
+2,952
+1% +$224K 7.95% 3
2020
Q1 		$16.1M Buy
229,970
+33,096
+17% +$2.91M 9.69% 3
2019
Q4 		$18.3M Buy
+196,874
New +$18.2M 9.53% 3

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Austin Private Wealth's VNQ Position: Q3 2020 in Review

Austin Private Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q3 2020, closing a stake of 232,922 shares — an estimated $18.3M sold.

Austin Private Wealth first reported a position in VNQ in Q4 2019 and held it in 3 quarters. The position peaked at $18.3M in Q2 2020. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

  • Austin Private Wealth reported no remaining Vanguard Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Austin Private Wealth sold 232,922 Vanguard Real Estate ETF shares in Q3 2020, an estimated $18.3M.
  • Austin Private Wealth first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 3 quarters.
  • Austin Private Wealth's Vanguard Real Estate ETF position peaked at $18.3M in Q2 2020.
  • 1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on Austin Private Wealth's 13F filing for Q3 2020, filed 10 Nov 2020.