Elo Mutual Pension Insurance’s Vanguard Real Estate ETF VNQ Stock Holding History

Elo Mutual Pension Insurance’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
2023 Q3	–	Sell	-32,750	Closed	-$2.74M	–	482
2023 Q2	$2.74M	Hold	32,750	–	–	0.08%	220
2023 Q1	$2.72M	Hold	32,750	–	–	0.09%	212
2022 Q4	$2.7M	Hold	32,750	–	–	0.09%	199
2022 Q3	$2.63M	Hold	32,750	–	–	0.1%	181
2022 Q2	$2.98M	Hold	32,750	–	–	0.1%	173
2022 Q1	$3.55M	Hold	32,750	–	–	0.1%	171
2021 Q4	$3.8M	Hold	32,750	–	–	0.1%	160
2021 Q3	$3.33M	Hold	32,750	–	–	0.11%	148
2021 Q2	$3.33M	Hold	32,750	–	–	0.11%	153
2021 Q1	$3.01M	Hold	32,750	–	–	0.1%	163
2020 Q4	$2.78M	Hold	32,750	–	–	0.09%	163
2020 Q3	$2.59M	Hold	32,750	–	–	0.09%	24
2020 Q2	$2.2M	Hold	32,750	–	–	0.1%	22
2020 Q1	$2.29M	Hold	32,750	–	–	0.1%	19
2019 Q4	$3.04M	Hold	32,750	–	–	0.11%	20
2019 Q3	$3.05M	Hold	32,750	–	–	0.12%	21
2019 Q2	$2.86M	Hold	32,750	–	–	0.12%	29
2019 Q1	$2.85M	Hold	32,750	–	–	0.13%	27
2018 Q4	$2.44M	Hold	32,750	–	–	0.11%	28
2018 Q3	$2.64M	Hold	32,750	–	–	0.11%	28
2018 Q2	$2.67M	Hold	32,750	–	–	0.12%	30
2018 Q1	$2.47M	Buy	+32,750	New	+$2.51M	0.09%	33

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Elo Mutual Pension Insurance's VNQ Position: Q3 2023 in Review

Elo Mutual Pension Insurance sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 32,750 shares — an estimated $2.74M sold.

Elo Mutual Pension Insurance first reported a position in VNQ in Q1 2018 and held it in 22 quarters. The position peaked at $3.8M in Q4 2021. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

Elo Mutual Pension Insurance reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Elo Mutual Pension Insurance sold 32,750 Vanguard Real Estate ETF shares in Q3 2023, an estimated $2.74M.
Elo Mutual Pension Insurance first reported a position in Vanguard Real Estate ETF in Q1 2018 and held it in 22 quarters.
Elo Mutual Pension Insurance's Vanguard Real Estate ETF position peaked at $3.8M in Q4 2021.
1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Elo Mutual Pension Insurance's 13F filing for Q3 2023, filed 14 Nov 2023.