BCP
VNQ icon

Blue Chip Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Blue Chip Partners’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
Q4 		– Sell
-1,854
Closed -$149K – 192
2022
Q3 		$149K Buy
1,854
+194
+12% +$18.1K 0.02% 142
2022
Q2 		$151K Buy
+1,660
New +$165K 0.02% 144
2020
Q1 		– Sell
-1,738
Closed -$161K – 162
2019
Q4 		$161K Buy
1,738
+18
+1% +$1.67K 0.03% 141
2019
Q3 		$160K Buy
1,720
+16
+0.9% +$1.45K 0.03% 125
2019
Q2 		$149K Sell
1,704
-164
-9% -$14.4K 0.03% 119
2019
Q1 		$162K Hold
1,868
– – 0.04% 116
2018
Q4 		$139K Sell
1,868
-58
-3% -$4.57K 0.04% 133
2018
Q3 		$155K Sell
1,926
-217
-10% -$17.9K 0.04% 115
2018
Q2 		$175K Buy
2,143
+43
+2% +$3.33K 0.05% 117
2018
Q1 		$158K Sell
2,100
-564
-21% -$43.2K 0.04% 127
2017
Q4 		$221K Sell
2,664
-175
-6% -$14.7K 0.07% 107
2017
Q3 		$236K Buy
2,839
+23
+0.8% +$1.92K 0.08% 105
2017
Q2 		$234K Sell
2,816
-343
-11% -$28.6K 0.08% 106
2017
Q1 		$261K Sell
3,159
-97
-3% -$8.05K 0.1% 104
2016
Q4 		$269K Buy
3,256
+57
+2% +$4.64K 0.11% 105
2016
Q3 		$278K Buy
3,199
+29
+0.9% +$2.59K 0.12% 95
2016
Q2 		$281K Buy
3,170
+24
+0.8% +$2.02K 0.13% 91
2016
Q1 		$264K Buy
3,146
+30
+1% +$2.33K 0.13% 92
2015
Q4 		$248K Sell
3,116
-5
-0.2% -$396 0.13% 91
2015
Q3 		$236K Sell
3,121
-275
-8% -$21.1K 0.15% 93
2015
Q2 		$254K Hold
3,396
– – 0.16% 87
2015
Q1 		$286K Sell
3,396
-46
-1% -$3.91K 0.19% 85
2014
Q4 		$279K Buy
+3,442
New +$270K 0.19% 85

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blue Chip Partners's VNQ Position: Q4 2022 in Review

Blue Chip Partners sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 1,854 shares — an estimated $149K sold.

Blue Chip Partners first reported a position in VNQ in Q4 2014 and held it in 23 quarters. The position peaked at $286K in Q1 2015. 1,619 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Blue Chip Partners reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Blue Chip Partners sold 1,854 Vanguard Real Estate ETF shares in Q4 2022, an estimated $149K.
  • Blue Chip Partners first reported a position in Vanguard Real Estate ETF in Q4 2014 and held it in 23 quarters.
  • Blue Chip Partners's Vanguard Real Estate ETF position peaked at $286K in Q1 2015.
  • 1,619 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Blue Chip Partners's 13F filing for Q4 2022, filed 1 Feb 2023.