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Brainard Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Brainard Capital Management’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 		$248K Sell
2,987
-94
-3% -$8.08K 0.19% 66
2022
Q4 		$254K Buy
+3,081
New +$255K 0.22% 71

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brainard Capital Management's VNQ Position: Q1 2023 in Review

Brainard Capital Management reduced its Vanguard Real Estate ETF (VNQ) stake by 3.1% in Q1 2023, selling an estimated $8.08K and leaving 2,987 shares worth $248K. The position accounts for 0.19% of the portfolio, ranked #66.

Brainard Capital Management first reported a position in VNQ in Q4 2022 and has held it in 2 quarters since. The position peaked at $254K in Q4 2022. 1,589 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

  • Brainard Capital Management held 2,987 shares of Vanguard Real Estate ETF worth $248K as of Q1 2023.
  • Brainard Capital Management sold 94 Vanguard Real Estate ETF shares in Q1 2023, an estimated $8.08K.
  • Vanguard Real Estate ETF made up 0.19% of Brainard Capital Management's portfolio in Q1 2023, its #66 holding.
  • Brainard Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 2 quarters since.
  • Brainard Capital Management's Vanguard Real Estate ETF position peaked at $254K in Q4 2022.
  • 1,589 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.