BFG
VNQ icon

Barber Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Barber Financial Group’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
2023
Q1 		$295K Sell
3,549
-558
-14% -$47.9K 0.05% 106
2022
Q4 		$339K Sell
4,107
-647
-14% -$53.6K 0.09% 95
2022
Q3 		$381K Buy
4,754
+1,028
+28% +$96.1K 0.11% 82
2022
Q2 		$340K Sell
3,726
-506
-12% -$50.4K 0.06% 96
2022
Q1 		$459K Sell
4,232
-18,226
-81% -$1.93M 0.06% 82
2021
Q4 		$2.6M Buy
22,458
+148
+0.7% +$16.2K 0.31% 39
2021
Q3 		$2.27M Sell
22,310
-580
-3% -$61.5K 0.29% 41
2021
Q2 		$2.33M Buy
22,890
+137
+0.6% +$13.6K 0.32% 41
2021
Q1 		$2.09M Buy
22,753
+922
+4% +$81K 0.31% 42
2020
Q4 		$1.85M Sell
21,831
-179
-0.8% -$14.8K 0.34% 45
2020
Q3 		$1.74M Sell
22,010
-618
-3% -$49.6K 0.38% 41
2020
Q2 		$1.78M Sell
22,628
-379
-2% -$28.7K 0.43% 40
2020
Q1 		$1.61M Sell
23,007
-81
-0.4% -$7.11K 0.51% 38
2019
Q4 		$2.14M Sell
23,088
-31
-0.1% -$2.87K 0.43% 55
2019
Q3 		$2.16M Buy
23,119
+541
+2% +$49.1K 0.46% 51
2019
Q2 		$1.97M Sell
22,578
-1,639
-7% -$143K 0.46% 46
2019
Q1 		$2.1M Sell
24,217
-685
-3% -$56.6K 0.41% 41
2018
Q4 		$1.86M Sell
24,902
-1,695
-6% -$134K 0.4% 50
2018
Q3 		$2.15M Sell
26,597
-992
-4% -$81.7K 0.52% 45
2018
Q2 		$2.25M Sell
27,589
-1,300
-4% -$101K 0.65% 35
2018
Q1 		$2.18M Sell
28,889
-85,062
-75% -$6.51M 0.58% 45
2017
Q4 		$9.46M Buy
113,951
+11,305
+11% +$947K 2.4% 12
2017
Q3 		$8.53M Buy
102,646
+5,390
+6% +$450K 2.42% 13
2017
Q2 		$8.1M Buy
97,256
+3,443
+4% +$287K 2.63% 12
2017
Q1 		$7.75M Buy
93,813
+5,564
+6% +$462K 2.65% 12
2016
Q4 		$7.28M Buy
+88,249
New +$7.19M 2.63% 13

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barber Financial Group's VNQ Position: Q1 2023 in Review

Barber Financial Group reduced its Vanguard Real Estate ETF (VNQ) stake by 14% in Q1 2023, selling an estimated $47.9K and leaving 3,549 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #106.

Barber Financial Group first reported a position in VNQ in Q4 2016 and has held it in 26 quarters since. The position peaked at $9.46M in Q4 2017. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

  • Barber Financial Group held 3,549 shares of Vanguard Real Estate ETF worth $295K as of Q1 2023.
  • Barber Financial Group sold 558 Vanguard Real Estate ETF shares in Q1 2023, an estimated $47.9K.
  • Vanguard Real Estate ETF made up 0.05% of Barber Financial Group's portfolio in Q1 2023, its #106 holding.
  • Barber Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 26 quarters since.
  • Barber Financial Group's Vanguard Real Estate ETF position peaked at $9.46M in Q4 2017.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.