Edge Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Edge 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
2018 Q2	$358K	Sell	4,406 -915	-17%	-$70.9K	0.03%	250
2018 Q1	$401K	Sell	5,321 -33	-0.6%	-$2.53K	0.04%	241
2017 Q4	$444K	Sell	5,354 -1,632	-23%	-$137K	0.04%	228
2017 Q3	$580K	Sell	6,986 -45,639	-87%	-$3.81M	0.06%	193
2017 Q2	$4.38M	Sell	52,625 -7,796	-13%	-$650K	0.5%	52
2017 Q1	$4.99M	Sell	60,421 -13,324	-18%	-$1.11M	0.61%	40
2016 Q4	$6.09M	Buy	+73,745	New	+$6.01M	0.78%	26

Other funds holding VNQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Edge Advisors's VNQ Position: Q2 2018 in Review

Edge Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 17% in Q2 2018, selling an estimated $70.9K and leaving 4,406 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #250.

Edge Advisors first reported a position in VNQ in Q4 2016 and has held it in 7 quarters since. The position peaked at $6.09M in Q4 2016. 1,025 funds tracked by Wall St. Rank hold VNQ as of Q2 2018.

Edge Advisors held 4,406 shares of Vanguard Real Estate ETF worth $358K as of Q2 2018.
Edge Advisors sold 915 Vanguard Real Estate ETF shares in Q2 2018, an estimated $70.9K.
Vanguard Real Estate ETF made up 0.03% of Edge Advisors's portfolio in Q2 2018, its #250 holding.
Edge Advisors first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Vanguard Real Estate ETF position peaked at $6.09M in Q4 2016.
1,025 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.