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Edelman Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Edelman Financial Services’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
Q4 		– Sell
-5,359,820
Closed -$432M – 24
2018
Q3 		$432M Sell
5,359,820
-78,121
-1% -$6.43M 3.93% 7
2018
Q2 		$443M Sell
5,437,941
-38,261
-0.7% -$2.96M 4.21% 7
2018
Q1 		$413M Sell
5,476,202
-5,572,751
-50% -$426M 4.09% 7
2017
Q4 		$917M Buy
11,048,953
+669,469
+6% +$56.1M 9.32% 6
2017
Q3 		$862M Buy
10,379,484
+274,450
+3% +$22.9M 9.26% 6
2017
Q2 		$841M Buy
10,105,034
+347,288
+4% +$29M 9.54% 6
2017
Q1 		$806M Buy
9,757,746
+405,078
+4% +$33.6M 9.5% 6
2016
Q4 		$772M Buy
9,352,668
+706,240
+8% +$57.5M 9.71% 5
2016
Q3 		$750M Buy
8,646,428
+39,404
+0.5% +$3.51M 9.82% 5
2016
Q2 		$763M Buy
8,607,024
+99,565
+1% +$8.37M 10.39% 4
2016
Q1 		$713M Buy
8,507,459
+134,602
+2% +$10.5M 10.3% 5
2015
Q4 		$668M Buy
8,372,857
+184,831
+2% +$14.6M 10.07% 5
2015
Q3 		$619M Buy
8,188,026
+233,288
+3% +$17.9M 10% 4
2015
Q2 		$594M Buy
7,954,738
+404,104
+5% +$32.3M 9.17% 6
2015
Q1 		$637M Sell
7,550,634
-234,076
-3% -$19.9M 9.93% 4
2014
Q4 		$631M Sell
7,784,710
-349,276
-4% -$27.4M 10.31% 5
2014
Q3 		$584M Buy
8,133,986
+220,940
+3% +$16.7M 10.05% 5
2014
Q2 		$592M Buy
7,913,046
+4,328
+0.1% +$318K 10.25% 6
2014
Q1 		$559M Buy
7,908,718
+305,692
+4% +$20.9M 10.43% 5
2013
Q4 		$491M Buy
7,603,026
+582,605
+8% +$39M 9.74% 6
2013
Q3 		$464M Buy
7,020,421
+587,351
+9% +$39.9M 9.45% 6
2013
Q2 		$442M Buy
+6,433,070
New +$467M 9.75% 5

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Edelman Financial Services's VNQ Position: Q4 2018 in Review

Edelman Financial Services sold out of Vanguard Real Estate ETF (VNQ) in Q4 2018, closing a stake of 5,359,820 shares — an estimated $432M sold.

Edelman Financial Services first reported a position in VNQ in Q2 2013 and held it in 22 quarters. The position peaked at $917M in Q4 2017. 1,119 funds tracked by Wall St. Rank hold VNQ as of Q4 2018.

  • Edelman Financial Services reported no remaining Vanguard Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 5,359,820 Vanguard Real Estate ETF shares in Q4 2018, an estimated $432M.
  • Edelman Financial Services first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 22 quarters.
  • Edelman Financial Services's Vanguard Real Estate ETF position peaked at $917M in Q4 2017.
  • 1,119 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.