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VNQ icon

Cypress Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Cypress Capital’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
Q3 		– Sell
-16,253
Closed -$1.48M – 178
2022
Q2 		$1.48M Hold
16,253
– – 0.21% 83
2022
Q1 		$1.76M Hold
16,253
– – 0.22% 82
2021
Q4 		$1.89M Sell
16,253
-236
-1% -$25.8K 0.22% 74
2021
Q3 		$1.68M Buy
+16,489
New +$1.75M 0.21% 75
2019
Q4 		$534K Buy
5,760
+827
+17% +$76.6K 0.22% 57
2019
Q3 		$460K Buy
4,933
+407
+9% +$36.9K 0.21% 57
2019
Q2 		$396K Sell
4,526
-1,811
-29% -$159K 0.18% 61
2019
Q1 		$551K Sell
6,337
-81
-1% -$6.69K 0.23% 60
2018
Q4 		$479K Buy
+6,418
New +$506K 0.22% 59

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cypress Capital's VNQ Position: Q3 2022 in Review

Cypress Capital sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 16,253 shares — an estimated $1.48M sold.

Cypress Capital first reported a position in VNQ in Q4 2018 and held it in 9 quarters. The position peaked at $1.89M in Q4 2021. 1,504 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • Cypress Capital reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Cypress Capital sold 16,253 Vanguard Real Estate ETF shares in Q3 2022, an estimated $1.48M.
  • Cypress Capital first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 9 quarters.
  • Cypress Capital's Vanguard Real Estate ETF position peaked at $1.89M in Q4 2021.
  • 1,504 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Cypress Capital's 13F filing for Q3 2022, filed 1 Feb 2023.