CCA
VNQ icon

Clearwater Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Clearwater Capital 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
2020
Q4 		– Sell
-2,799
Closed -$221K – 160
2020
Q3 		$221K Sell
2,799
-274
-9% -$22K 0.03% 131
2020
Q2 		$241K Sell
3,073
-749
-20% -$56.8K 0.04% 124
2020
Q1 		$267K Sell
3,822
-958
-20% -$84.1K 0.06% 132
2019
Q4 		$444K Sell
4,780
-830
-15% -$76.9K 0.07% 130
2019
Q3 		$523K Sell
5,610
-92
-2% -$8.35K 0.09% 131
2019
Q2 		$498K Hold
5,702
– – 0.09% 141
2019
Q1 		$496K Sell
5,702
-767
-12% -$63.4K 0.09% 144
2018
Q4 		$482K Sell
6,469
-66
-1% -$5.2K 0.11% 142
2018
Q3 		$527K Sell
6,535
-1,484
-19% -$122K 0.1% 139
2018
Q2 		$653K Sell
8,019
-644
-7% -$49.9K 0.13% 120
2018
Q1 		$654K Sell
8,663
-24,327
-74% -$1.86M 0.14% 117
2017
Q4 		$2.74M Sell
32,990
-1,896
-5% -$159K 0.6% 52
2017
Q3 		$2.91M Sell
34,886
-9,422
-21% -$787K 0.68% 48
2017
Q2 		$3.6M Buy
44,308
+6,356
+17% +$530K 0.92% 32
2017
Q1 		$3.15M Buy
37,952
+1,854
+5% +$154K 0.86% 36
2016
Q4 		$2.99M Sell
36,098
-1,312
-4% -$107K 1.04% 29
2016
Q3 		$3.14M Buy
37,410
+1,840
+5% +$164K 1.1% 25
2016
Q2 		$3.18M Buy
+35,570
New +$2.99M 1.17% 26

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Clearwater Capital Advisors's VNQ Position: Q4 2020 in Review

Clearwater Capital Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2020, closing a stake of 2,799 shares — an estimated $221K sold.

Clearwater Capital Advisors first reported a position in VNQ in Q2 2016 and held it in 18 quarters. The position peaked at $3.6M in Q2 2017. 1,321 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

  • Clearwater Capital Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Clearwater Capital Advisors sold 2,799 Vanguard Real Estate ETF shares in Q4 2020, an estimated $221K.
  • Clearwater Capital Advisors first reported a position in Vanguard Real Estate ETF in Q2 2016 and held it in 18 quarters.
  • Clearwater Capital Advisors's Vanguard Real Estate ETF position peaked at $3.6M in Q2 2017.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on Clearwater Capital Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.