BAIA
VNQ icon

Bel Air Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Bel Air Investment 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
2021
Q2 		$592K Buy
5,819
+89
+2% +$8.83K 0.02% 239
2021
Q1 		$526K Buy
+5,730
New +$504K 0.02% 259

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
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

Bel Air Investment Advisors's VNQ Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 1.6% in Q2 2021, buying an estimated $8.83K and bringing the position to 5,819 shares worth $592K. The position accounts for 0.02% of the portfolio, ranked #239.

Bel Air Investment Advisors first reported a position in VNQ in Q1 2021 and has held it in 2 quarters since. 1,404 funds tracked by Wall St. Rank hold VNQ as of Q2 2021.

  • Bel Air Investment Advisors held 5,819 shares of Vanguard Real Estate ETF worth $592K as of Q2 2021.
  • Bel Air Investment Advisors bought 89 Vanguard Real Estate ETF shares in Q2 2021, an estimated $8.83K.
  • Vanguard Real Estate ETF made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #239 holding.
  • Bel Air Investment Advisors first reported a position in Vanguard Real Estate ETF in Q1 2021 and has held it in 2 quarters since.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.