EHPM
VNQ icon

Emery Howard Portfolio Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Emery Howard Portfolio Management’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
2021
Q4 		$12.1M Buy
104,043
+4,130
+4% +$451K 1.56% 15
2021
Q3 		$10.2M Sell
99,913
-1,350
-1% -$143K 1.49% 15
2021
Q2 		$10.3M Sell
101,263
-12,320
-11% -$1.22M 1.52% 15
2021
Q1 		$10.4M Sell
113,583
-180,461
-61% -$15.9M 1.69% 15
2020
Q4 		$25M Buy
294,044
+7,258
+3% +$602K 4.3% 9
2020
Q3 		$22.6M Sell
286,786
-31,765
-10% -$2.55M 4.51% 8
2020
Q2 		$25M Sell
318,551
-18,209
-5% -$1.38M 5.36% 5
2020
Q1 		$23.5M Sell
336,760
-4,361
-1% -$383K 5.75% 7
2019
Q4 		$31.7M Buy
341,121
+4,789
+1% +$443K 5.9% 7
2019
Q3 		$31.4M Sell
336,332
-1,117
-0.3% -$101K 6.36% 6
2019
Q2 		$29.5M Buy
337,449
+1,548
+0.5% +$136K 5.97% 7
2019
Q1 		$29.2M Buy
335,901
+1,241
+0.4% +$103K 6.08% 7
2018
Q4 		$25M Sell
334,660
-7,308
-2% -$576K 5.89% 7
2018
Q3 		$27.6M Buy
341,968
+7,273
+2% +$599K 5.67% 7
2018
Q2 		$27.3M Buy
334,695
+9,902
+3% +$767K 5.84% 7
2018
Q1 		$24.5M Buy
324,793
+2,313
+0.7% +$177K 5.28% 7
2017
Q4 		$26.8M Buy
322,480
+6,378
+2% +$534K 5.72% 7
2017
Q3 		$26.3M Buy
316,102
+5,288
+2% +$442K 5.82% 6
2017
Q2 		$25.9M Buy
310,814
+68,183
+28% +$5.69M 5.62% 6
2017
Q1 		$20M Buy
242,631
+2,071
+0.9% +$172K 4.54% 8
2016
Q4 		$19.9M Buy
240,560
+7,793
+3% +$635K 4.68% 7
2016
Q3 		$20.2M Buy
232,767
+4,420
+2% +$394K 4.82% 7
2016
Q2 		$20.2M Buy
228,347
+5,317
+2% +$447K 5.04% 5
2016
Q1 		$18.7M Buy
223,030
+2,993
+1% +$233K 4.73% 6
2015
Q4 		$17.5M Buy
220,037
+5,196
+2% +$411K 4.53% 7
2015
Q3 		$16.2M Buy
214,841
+7,556
+4% +$580K 4.44% 7
2015
Q2 		$15.5M Buy
207,285
+3,176
+2% +$254K 3.98% 8
2015
Q1 		$17.2M Buy
204,109
+15,208
+8% +$1.29M 4.43% 6
2014
Q4 		$15.3M Buy
188,901
+8,709
+5% +$683K 4.42% 7
2014
Q3 		$12.9M Sell
180,192
-43,218
-19% -$3.26M 4.09% 7
2014
Q2 		$16.7M Buy
223,410
+5,346
+2% +$393K 5.14% 6
2014
Q1 		$15.4M Buy
218,064
+7,348
+3% +$503K 5.04% 6
2013
Q4 		$13.6M Buy
210,716
+267
+0.1% +$17.9K 4.54% 6
2013
Q3 		$13.9M Buy
210,449
+80
+0% +$5.44K 5.11% 6
2013
Q2 		$14.5M Buy
+210,369
New +$15.3M 5.59% 6

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Emery Howard Portfolio Management's VNQ Position: Q4 2021 in Review

Emery Howard Portfolio Management increased its Vanguard Real Estate ETF (VNQ) stake by 4.1% in Q4 2021, buying an estimated $451K and bringing the position to 104,043 shares worth $12.1M. The position accounts for 1.56% of the portfolio, ranked #15.

Emery Howard Portfolio Management first reported a position in VNQ in Q2 2013 and has held it in 35 quarters since. The position peaked at $31.7M in Q4 2019. 1,678 funds tracked by Wall St. Rank hold VNQ as of Q4 2021.

  • Emery Howard Portfolio Management held 104,043 shares of Vanguard Real Estate ETF worth $12.1M as of Q4 2021.
  • Emery Howard Portfolio Management bought 4,130 Vanguard Real Estate ETF shares in Q4 2021, an estimated $451K.
  • Vanguard Real Estate ETF made up 1.56% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #15 holding.
  • Emery Howard Portfolio Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 35 quarters since.
  • Emery Howard Portfolio Management's Vanguard Real Estate ETF position peaked at $31.7M in Q4 2019.
  • 1,678 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.