Beacon Pointe Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Beacon Pointe 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
2019 Q4	$7.07M	Buy	76,181 +10,720	+16%	+$993K	1.3%	19
2019 Q3	$6.11M	Buy	65,461 +19,612	+43%	+$1.78M	1.29%	19
2019 Q2	$4.01M	Buy	45,849 +5,701	+14%	+$499K	0.85%	26
2019 Q1	$3.49M	Buy	40,148 +1,792	+5%	+$148K	0.8%	26
2018 Q4	$2.85M	Buy	+38,356	New	+$3.02M	1.03%	22

Other funds holding VNQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Beacon Pointe Wealth Advisors's VNQ Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 16% in Q4 2019, buying an estimated $993K and bringing the position to 76,181 shares worth $7.07M. The position accounts for 1.3% of the portfolio, ranked #19.

Beacon Pointe Wealth Advisors first reported a position in VNQ in Q4 2018 and has held it in 5 quarters since. 1,383 funds tracked by Wall St. Rank hold VNQ as of Q4 2019.

Beacon Pointe Wealth Advisors held 76,181 shares of Vanguard Real Estate ETF worth $7.07M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 10,720 Vanguard Real Estate ETF shares in Q4 2019, an estimated $993K.
Vanguard Real Estate ETF made up 1.3% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #19 holding.
Beacon Pointe Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 5 quarters since.
1,383 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.