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D. Scott Neal’s Vanguard Real Estate ETF VNQ Stock Holding History

D. Scott Neal’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
2018
Q3 		– Sell
-1,241
Closed -$101K – 61
2018
Q2 		$101K Hold
1,241
– – 0.06% 49
2018
Q1 		$94K Sell
1,241
-188,474
-99% -$14.4M 0.05% 62
2017
Q4 		$15.7M Sell
189,715
-19,199
-9% -$1.61M 9.44% 4
2017
Q3 		$17.4M Buy
208,914
+16,383
+9% +$1.37M 10.47% 3
2017
Q2 		$16M Buy
192,531
+858
+0.4% +$71.6K 10.91% 2
2017
Q1 		$15.8M Buy
191,673
+26,009
+16% +$2.16M 10.2% 2
2016
Q4 		$13.7M Buy
165,664
+4,895
+3% +$399K 9.74% 5
2016
Q3 		$13.9M Buy
160,769
+27,695
+21% +$2.47M 10.95% 4
2016
Q2 		$11.8M Buy
133,074
+10,252
+8% +$862K 10.46% 4
2016
Q1 		$10.3M Sell
122,822
-12,477
-9% -$971K 9.65% 4
2015
Q4 		$10.8M Buy
135,299
+5,720
+4% +$453K 8.56% 5
2015
Q3 		$9.79M Sell
129,579
-14,625
-10% -$1.12M 8.23% 5
2015
Q2 		$10.8M Buy
144,204
+5,825
+4% +$466K 7.4% 5
2015
Q1 		$11.7M Sell
138,379
-37,150
-21% -$3.15M 8.36% 5
2014
Q4 		$14.2M Buy
175,529
+25,324
+17% +$1.99M 10.01% 4
2014
Q3 		$10.8M Buy
150,205
+7,665
+5% +$578K 8.57% 5
2014
Q2 		$10.7M Buy
142,540
+20,766
+17% +$1.53M 8.42% 5
2014
Q1 		$8.6M Buy
+121,774
New +$8.34M 7.23% 4

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

D. Scott Neal's VNQ Position: Q3 2018 in Review

D. Scott Neal sold out of Vanguard Real Estate ETF (VNQ) in Q3 2018, closing a stake of 1,241 shares — an estimated $101K sold.

D. Scott Neal first reported a position in VNQ in Q1 2014 and held it in 18 quarters. The position peaked at $17.4M in Q3 2017. 1,036 funds tracked by Wall St. Rank hold VNQ as of Q3 2018.

  • D. Scott Neal reported no remaining Vanguard Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • D. Scott Neal sold 1,241 Vanguard Real Estate ETF shares in Q3 2018, an estimated $101K.
  • D. Scott Neal first reported a position in Vanguard Real Estate ETF in Q1 2014 and held it in 18 quarters.
  • D. Scott Neal's Vanguard Real Estate ETF position peaked at $17.4M in Q3 2017.
  • 1,036 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2018.

Based on D. Scott Neal's 13F filing for Q3 2018, filed 13 Nov 2018.