Cary Street Partners Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Cary Street Partners Asset 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 Q2	–	Sell	-13,629	Closed	-$1.13M	–	389
2023 Q1	$1.13M	Sell	13,629 -70	-0.5%	-$6.01K	0.21%	92
2022 Q4	$1.13M	Buy	13,699 +2,266	+20%	+$188K	0.23%	91
2022 Q3	$916K	Buy	+11,433	New	+$1.07M	0.22%	94

Other funds holding VNQ

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cary Street Partners Asset Management's VNQ Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 13,629 shares — an estimated $1.13M sold.

Cary Street Partners Asset Management first reported a position in VNQ in Q3 2022 and held it in 3 quarters. The position peaked at $1.13M in Q1 2023. 1,552 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

Cary Street Partners Asset Management reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 13,629 Vanguard Real Estate ETF shares in Q2 2023, an estimated $1.13M.
Cary Street Partners Asset Management first reported a position in Vanguard Real Estate ETF in Q3 2022 and held it in 3 quarters.
Cary Street Partners Asset Management's Vanguard Real Estate ETF position peaked at $1.13M in Q1 2023.
1,552 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.