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Delphi Private Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Delphi Private Advisors’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
2019
Q2 		$87K Buy
+994
New +$87K 0.44% 13
2018
Q1 		– Sell
-163
Closed -$14K – 119
2017
Q4 		$14K Hold
163
– – 0.03% 112
2017
Q3 		$14K Hold
163
– – 0.04% 65
2017
Q2 		$14K Hold
163
– – 0.03% 83
2017
Q1 		$13K Sell
163
-55
-25% -$4.56K 0.02% 69
2016
Q4 		$18K Buy
+218
New +$17.8K 0.03% 74

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Delphi Private Advisors's VNQ Position: Q2 2019 in Review

Delphi Private Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2019: 994 shares worth $87K. The stake represents 0.44% of the portfolio and ranks #13 among its holdings. This is a return to the name: Delphi Private Advisors previously reported a position in VNQ as recently as Q4 2017.

Delphi Private Advisors first reported a position in VNQ in Q4 2016 and has held it in 6 quarters since. 1,189 funds tracked by Wall St. Rank hold VNQ as of Q2 2019.

  • Delphi Private Advisors held 994 shares of Vanguard Real Estate ETF worth $87K as of Q2 2019.
  • Vanguard Real Estate ETF was a new Delphi Private Advisors position in Q2 2019.
  • Vanguard Real Estate ETF made up 0.44% of Delphi Private Advisors's portfolio in Q2 2019, its #13 holding.
  • Delphi Private Advisors first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 6 quarters since.
  • 1,189 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2019.

Based on Delphi Private Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.