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VNQ icon

B. Riley Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

B. Riley Wealth Management’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
Q2 		$7.2M Buy
78,976
+30,777
+64% +$3.07M 0.75% 28
2022
Q1 		$5.22M Sell
48,199
-3,406
-7% -$360K 0.4% 63
2021
Q4 		$5.99M Buy
51,605
+1,430
+3% +$156K 0.41% 57
2021
Q3 		$5.11M Buy
+50,175
New +$5.32M 0.39% 63
2020
Q3 		– Sell
-60,606
Closed -$4.76M – 531
2020
Q2 		$4.76M Sell
60,606
-19,641
-24% -$1.49M 0.52% 52
2020
Q1 		$5.61M Buy
80,247
+10,908
+16% +$958K 0.59% 44
2019
Q4 		$6.43M Sell
69,339
-207
-0.3% -$19.2K 0.96% 23
2019
Q3 		$6.49M Sell
69,546
-6,134
-8% -$557K 1.13% 17
2019
Q2 		$6.61M Sell
75,680
-4,538
-6% -$397K 1.02% 19
2019
Q1 		$6.97M Buy
80,218
+2,617
+3% +$216K 1.21% 16
2018
Q4 		$5.79M Buy
77,601
+1,073
+1% +$84.5K 1.21% 17
2018
Q3 		$6.17M Buy
+76,528
New +$6.3M 1.52% 12
2015
Q3 		– Sell
-1,961
Closed -$146K – 733
2015
Q2 		$146K Sell
1,961
-817
-29% -$65.3K 0.12% 221
2015
Q1 		$234K Buy
2,778
+481
+21% +$40.8K 0.18% 172
2014
Q4 		$186K Buy
2,297
+53
+2% +$4.16K 0.15% 170
2014
Q3 		$161K Sell
2,244
-1,901
-46% -$143K 0.12% 224
2014
Q2 		$310K Buy
4,145
+866
+26% +$63.7K 0.2% 141
2014
Q1 		$232K Buy
+3,279
New +$224K 0.17% 158

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

B. Riley Wealth Management's VNQ Position: Q2 2022 in Review

B. Riley Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 64% in Q2 2022, buying an estimated $3.07M and bringing the position to 78,976 shares worth $7.2M. The position accounts for 0.75% of the portfolio, ranked #28.

B. Riley Wealth Management first reported a position in VNQ in Q1 2014 and has held it in 18 quarters since. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

  • B. Riley Wealth Management held 78,976 shares of Vanguard Real Estate ETF worth $7.2M as of Q2 2022.
  • B. Riley Wealth Management bought 30,777 Vanguard Real Estate ETF shares in Q2 2022, an estimated $3.07M.
  • Vanguard Real Estate ETF made up 0.75% of B. Riley Wealth Management's portfolio in Q2 2022, its #28 holding.
  • B. Riley Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2014 and has held it in 18 quarters since.
  • 1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.