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VNQ icon

Cedar Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Cedar Capital’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
Q3 		$522K Sell
5,132
-572
-10% -$60.7K 0.95% 30
2021
Q2 		$581K Buy
5,704
+57
+1% +$5.65K 1% 26
2021
Q1 		$519K Sell
5,647
-939
-14% -$82.5K 0.91% 24
2020
Q4 		$559K Sell
6,586
-1,373
-17% -$114K 1.02% 23
2020
Q3 		$628K Buy
+7,959
New +$639K 0.21% 112

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cedar Capital's VNQ Position: Q3 2021 in Review

Cedar Capital reduced its Vanguard Real Estate ETF (VNQ) stake by 10% in Q3 2021, selling an estimated $60.7K and leaving 5,132 shares worth $522K. The position accounts for 0.95% of the portfolio, ranked #30.

Cedar Capital first reported a position in VNQ in Q3 2020 and has held it in 5 quarters since. The position peaked at $628K in Q3 2020. 1,438 funds tracked by Wall St. Rank hold VNQ as of Q3 2021.

  • Cedar Capital held 5,132 shares of Vanguard Real Estate ETF worth $522K as of Q3 2021.
  • Cedar Capital sold 572 Vanguard Real Estate ETF shares in Q3 2021, an estimated $60.7K.
  • Vanguard Real Estate ETF made up 0.95% of Cedar Capital's portfolio in Q3 2021, its #30 holding.
  • Cedar Capital first reported a position in Vanguard Real Estate ETF in Q3 2020 and has held it in 5 quarters since.
  • Cedar Capital's Vanguard Real Estate ETF position peaked at $628K in Q3 2020.
  • 1,438 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.