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

Column 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
2023 Q3	$446K	Sell	5,899 -314	-5%	-$25.9K	0.07%	89
2023 Q2	$519K	Hold	6,213	–	–	0.07%	84
2023 Q1	$516K	Buy	6,213 +1,276	+26%	+$110K	0.08%	76
2022 Q4	$407K	Buy	4,937 +38	+0.8%	+$3.15K	0.07%	78
2022 Q3	$393K	Buy	4,899 +31	+0.6%	+$2.9K	0.08%	70
2022 Q2	$444K	Sell	4,868 -30	-0.6%	-$2.99K	0.09%	64
2022 Q1	$531K	Sell	4,898 -1,095	-18%	-$116K	0.1%	68
2021 Q4	$695K	Buy	5,993 +335	+6%	+$36.6K	0.13%	60
2021 Q3	$576K	Buy	5,658 +24	+0.4%	+$2.54K	0.12%	59
2021 Q2	$574K	Buy	5,634 +1,926	+52%	+$191K	0.12%	62
2021 Q1	$341K	Buy	3,708 +21	+0.6%	+$1.85K	0.08%	78
2020 Q4	$313K	Buy	+3,687	New	+$306K	0.08%	76
2020 Q1	–	Sell	-12	Closed	-$1K	–	800
2019 Q4	$1K	Buy	+12	New	+$1.11K	﹤0.01%	706

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Column Capital Advisors's VNQ Position: Q3 2023 in Review

Column Capital Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 5.1% in Q3 2023, selling an estimated $25.9K and leaving 5,899 shares worth $446K. The position accounts for 0.07% of the portfolio, ranked #89.

Column Capital Advisors first reported a position in VNQ in Q4 2019 and has held it in 13 quarters since. The position peaked at $695K in Q4 2021. 1,523 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

Column Capital Advisors held 5,899 shares of Vanguard Real Estate ETF worth $446K as of Q3 2023.
Column Capital Advisors sold 314 Vanguard Real Estate ETF shares in Q3 2023, an estimated $25.9K.
Vanguard Real Estate ETF made up 0.07% of Column Capital Advisors's portfolio in Q3 2023, its #89 holding.
Column Capital Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 13 quarters since.
Column Capital Advisors's Vanguard Real Estate ETF position peaked at $695K in Q4 2021.
1,523 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.