BG
VNQ icon

Berry Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Berry 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
2020
Q4 		$2.21M Sell
26,077
-1,751
-6% -$145K 1% 27
2020
Q3 		$2.2M Sell
27,828
-1,804
-6% -$145K 1.18% 24
2020
Q2 		$2.33M Sell
29,632
-922
-3% -$69.9K 1.44% 23
2020
Q1 		$2.13M Sell
30,554
-862
-3% -$75.7K 1.61% 21
2019
Q4 		$2.92M Buy
+31,416
New +$2.91M 1.58% 19

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Berry Group's VNQ Position: Q4 2020 in Review

Berry Group reduced its Vanguard Real Estate ETF (VNQ) stake by 6.3% in Q4 2020, selling an estimated $145K and leaving 26,077 shares worth $2.21M. The position accounts for 1% of the portfolio, ranked #27.

Berry Group first reported a position in VNQ in Q4 2019 and has held it in 5 quarters since. The position peaked at $2.92M in Q4 2019. 1,321 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

  • Berry Group held 26,077 shares of Vanguard Real Estate ETF worth $2.21M as of Q4 2020.
  • Berry Group sold 1,751 Vanguard Real Estate ETF shares in Q4 2020, an estimated $145K.
  • Vanguard Real Estate ETF made up 1% of Berry Group's portfolio in Q4 2020, its #27 holding.
  • Berry Group first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 5 quarters since.
  • Berry Group's Vanguard Real Estate ETF position peaked at $2.92M in Q4 2019.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.