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VNQ icon

Axiom Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Axiom Advisory’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
2024
Q3 		$271M Buy
2,947,591
+343,033
+13% +$31.6M 2.54% 10
2024
Q2 		$215M Buy
2,604,558
+2,564,614
+6,421% +$212M 2.34% 11
2024
Q1 		$3.45M Buy
39,944
+1,768
+5% +$151K 2.54% 10
2023
Q4 		$3.37M Buy
38,176
+2,346
+7% +$186K 2.71% 10
2023
Q3 		$2.71M Buy
35,830
+1,790
+5% +$148K 2.44% 11
2023
Q2 		$2.84M Buy
34,040
+832
+3% +$68.2K 2.52% 10
2023
Q1 		$2.74M Buy
33,208
+1,138
+4% +$97.8K 2.62% 9
2022
Q4 		$2.64M Buy
32,070
+5,031
+19% +$417K 2.8% 9
2022
Q3 		$2.17M Sell
27,039
-2,282
-8% -$213K 2.57% 12
2022
Q2 		$2.67M Sell
29,321
-3,840
-12% -$383K 2.96% 10
2022
Q1 		$3.59M Buy
33,161
+1,780
+6% +$188K 2.99% 8
2021
Q4 		$3.64M Buy
+31,381
New +$3.43M 2.99% 8

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Axiom Advisory's VNQ Position: Q3 2024 in Review

Axiom Advisory increased its Vanguard Real Estate ETF (VNQ) stake by 13% in Q3 2024, buying an estimated $31.6M and bringing the position to 2,947,591 shares worth $271M. The position accounts for 2.54% of the portfolio, ranked #10.

Axiom Advisory first reported a position in VNQ in Q4 2021 and has held it in 12 quarters since. 1,658 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

  • Axiom Advisory held 2,947,591 shares of Vanguard Real Estate ETF worth $271M as of Q3 2024.
  • Axiom Advisory bought 343,033 Vanguard Real Estate ETF shares in Q3 2024, an estimated $31.6M.
  • Vanguard Real Estate ETF made up 2.54% of Axiom Advisory's portfolio in Q3 2024, its #10 holding.
  • Axiom Advisory first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 12 quarters since.
  • 1,658 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.