Cumberland Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Cumberland Partners’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
2022 Q4	–	Sell	-3,450	Closed	-$277K	–	183
2022 Q3	$277K	Sell	3,450 -5,600	-62%	-$524K	0.03%	143
2022 Q2	$825K	Buy	+9,050	New	+$902K	0.08%	118
2022 Q1	–	Sell	-9,050	Closed	-$1.05M	–	196
2021 Q4	$1.05M	Buy	9,050 +1,800	+25%	+$197K	0.07%	127
2021 Q3	$738K	Buy	7,250 +900	+14%	+$95.5K	0.06%	136
2021 Q2	$646K	Buy	+6,350	New	+$630K	0.05%	132

Other funds holding VNQ

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PCA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

MTWSIF

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

Cumberland Partners's VNQ Position: Q4 2022 in Review

Cumberland Partners sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 3,450 shares — an estimated $277K sold.

Cumberland Partners first reported a position in VNQ in Q2 2021 and held it in 5 quarters. The position peaked at $1.05M in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

Cumberland Partners reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Cumberland Partners sold 3,450 Vanguard Real Estate ETF shares in Q4 2022, an estimated $277K.
Cumberland Partners first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 5 quarters.
Cumberland Partners's Vanguard Real Estate ETF position peaked at $1.05M in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Cumberland Partners's 13F filing for Q4 2022, filed 6 Feb 2023.