Crescent Capital Consulting’s Vanguard Real Estate ETF VNQ Stock Holding History

Crescent Capital Consulting’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 Q4	$9.4M	Buy	80,984 +3,483	+4%	+$380K	1.55%	17
2021 Q3	$7.89M	Buy	77,501 +1,036	+1%	+$110K	1.45%	18
2021 Q2	$7.78M	Buy	76,465 +6,487	+9%	+$643K	1.46%	19
2021 Q1	$6.43M	Buy	69,978 +26,143	+60%	+$2.3M	1.41%	17
2020 Q4	$3.72M	Buy	+43,835	New	+$3.64M	0.96%	27

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Crescent Capital Consulting's VNQ Position: Q4 2021 in Review

Crescent Capital Consulting increased its Vanguard Real Estate ETF (VNQ) stake by 4.5% in Q4 2021, buying an estimated $380K and bringing the position to 80,984 shares worth $9.4M. The position accounts for 1.55% of the portfolio, ranked #17.

Crescent Capital Consulting first reported a position in VNQ in Q4 2020 and has held it in 5 quarters since. 1,678 funds tracked by Wall St. Rank hold VNQ as of Q4 2021.

Crescent Capital Consulting held 80,984 shares of Vanguard Real Estate ETF worth $9.4M as of Q4 2021.
Crescent Capital Consulting bought 3,483 Vanguard Real Estate ETF shares in Q4 2021, an estimated $380K.
Vanguard Real Estate ETF made up 1.55% of Crescent Capital Consulting's portfolio in Q4 2021, its #17 holding.
Crescent Capital Consulting first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 5 quarters since.
1,678 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.