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Clear Rock Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Clear Rock Advisors’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
2024
Q2 		$429K Hold
5,117
– – 0.18% 53
2024
Q1 		$443K Hold
5,117
– – 0.19% 53
2023
Q4 		$432K Buy
+5,117
New +$406K 0.2% 53

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Clear Rock Advisors's VNQ Position: Q2 2024 in Review

Clear Rock Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2024 at 5,117 shares worth $429K. The position accounts for 0.18% of the portfolio, ranked #53.

Clear Rock Advisors first reported a position in VNQ in Q4 2023 and has held it in 3 quarters since. The position peaked at $443K in Q1 2024. 1,583 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

  • Clear Rock Advisors held 5,117 shares of Vanguard Real Estate ETF worth $429K as of Q2 2024.
  • Clear Rock Advisors left its Vanguard Real Estate ETF share count unchanged in Q2 2024.
  • Vanguard Real Estate ETF made up 0.18% of Clear Rock Advisors's portfolio in Q2 2024, its #53 holding.
  • Clear Rock Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 3 quarters since.
  • Clear Rock Advisors's Vanguard Real Estate ETF position peaked at $443K in Q1 2024.
  • 1,583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.