Cutter & Co Brokerage’s Vanguard Real Estate ETF VNQ Stock Holding History

Cutter & Co Brokerage’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 Q2	–	Sell	-3,361	Closed	-$235K	–	273
2020 Q1	$235K	Buy	3,361 +134	+4%	+$11.8K	0.09%	170
2019 Q4	$300K	Buy	3,227 +313	+11%	+$29K	0.11%	171
2019 Q3	$272K	Buy	2,914 +9	+0.3%	+$817	0.09%	220
2019 Q2	$254K	Buy	2,905 +3	+0.1%	+$263	0.08%	238
2019 Q1	$252K	Buy	2,902 +39	+1%	+$3.22K	0.07%	227
2018 Q4	$214K	Buy	2,863 +4	+0.1%	+$315	0.08%	219
2018 Q3	$231K	Buy	2,859 +19	+0.7%	+$1.56K	0.08%	233
2018 Q2	$231K	Buy	2,840 +23	+0.8%	+$1.78K	0.09%	205
2018 Q1	$213K	Buy	+2,817	New	+$216K	0.08%	213
2016 Q4	–	Sell	-3,553	Closed	-$308K	–	270
2016 Q3	$308K	Buy	3,553 +703	+25%	+$62.7K	0.13%	155
2016 Q2	$253K	Buy	2,850 +228	+9%	+$19.2K	0.11%	169
2016 Q1	$220K	Buy	+2,622	New	+$204K	0.1%	187

Other funds holding VNQ

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

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

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

PCA

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cutter & Co Brokerage's VNQ Position: Q2 2020 in Review

Cutter & Co Brokerage sold out of Vanguard Real Estate ETF (VNQ) in Q2 2020, closing a stake of 3,361 shares — an estimated $235K sold.

Cutter & Co Brokerage first reported a position in VNQ in Q1 2016 and held it in 12 quarters. The position peaked at $308K in Q3 2016. 1,219 funds tracked by Wall St. Rank hold VNQ as of Q2 2020.

Cutter & Co Brokerage reported no remaining Vanguard Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Cutter & Co Brokerage sold 3,361 Vanguard Real Estate ETF shares in Q2 2020, an estimated $235K.
Cutter & Co Brokerage first reported a position in Vanguard Real Estate ETF in Q1 2016 and held it in 12 quarters.
Cutter & Co Brokerage's Vanguard Real Estate ETF position peaked at $308K in Q3 2016.
1,219 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2020.

Based on Cutter & Co Brokerage's 13F filing for Q2 2020, filed 10 Aug 2020.