Coombe, Bender & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Coombe, Bender & Co’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	$2.7M	Sell	32,229 -69	-0.2%	-$5.7K	1.59%	21
2024 Q1	$2.79M	Buy	32,298 +125	+0.4%	+$10.7K	1.7%	21
2023 Q4	$2.84M	Buy	32,173 +2,241	+7%	+$178K	1.78%	19
2023 Q3	$2.26M	Buy	29,932 +665	+2%	+$54.8K	1.7%	20
2023 Q2	$2.45M	Buy	29,267 +514	+2%	+$42.1K	1.78%	19
2023 Q1	$2.39M	Buy	28,753 +1,072	+4%	+$92.1K	1.87%	18
2022 Q4	$2.28M	Sell	27,681 -413	-1%	-$34.2K	2.08%	17
2022 Q3	$2.25M	Buy	28,094 +506	+2%	+$47.3K	2%	15
2022 Q2	$2.51M	Buy	+27,588	New	+$2.75M	2.13%	13

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

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

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

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

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

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

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

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Coombe, Bender & Co's VNQ Position: Q2 2024 in Review

Coombe, Bender & Co reduced its Vanguard Real Estate ETF (VNQ) stake by 0.21% in Q2 2024, selling an estimated $5.7K and leaving 32,229 shares worth $2.7M. The position accounts for 1.59% of the portfolio, ranked #21.

Coombe, Bender & Co first reported a position in VNQ in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.84M in Q4 2023. 1,585 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

Coombe, Bender & Co held 32,229 shares of Vanguard Real Estate ETF worth $2.7M as of Q2 2024.
Coombe, Bender & Co sold 69 Vanguard Real Estate ETF shares in Q2 2024, an estimated $5.7K.
Vanguard Real Estate ETF made up 1.59% of Coombe, Bender & Co's portfolio in Q2 2024, its #21 holding.
Coombe, Bender & Co first reported a position in Vanguard Real Estate ETF in Q2 2022 and has held it in 9 quarters since.
Coombe, Bender & Co's Vanguard Real Estate ETF position peaked at $2.84M in Q4 2023.
1,585 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.