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VNQ icon

Empirical Finance’s Vanguard Real Estate ETF VNQ Stock Holding History

Empirical Finance’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
2022
Q3 		– Sell
-6,760
Closed -$616K – 498
2022
Q2 		$616K Sell
6,760
-32
-0.5% -$3.19K 0.08% 235
2022
Q1 		$736K Sell
6,792
-10,045
-60% -$1.06M 0.08% 228
2021
Q4 		$1.95M Sell
16,837
-6,880
-29% -$751K 0.23% 79
2021
Q3 		$2.41M Sell
23,717
-361
-1% -$38.3K 0.36% 47
2021
Q2 		$2.45M Buy
24,078
+10,506
+77% +$1.04M 0.4% 41
2021
Q1 		$1.15M Hold
13,572
– – 0.2% 124
2020
Q4 		$1.15M Buy
+13,572
New +$1.13M 0.2% 124
2020
Q2 		– Sell
-15,496
Closed -$1.08M – 239
2020
Q1 		$1.08M Sell
15,496
-17,104
-52% -$1.5M 0.34% 81
2019
Q4 		$3.02M Sell
32,600
-948
-3% -$87.8K 0.74% 14
2019
Q3 		$3.13M Sell
33,548
-8,822
-21% -$801K 0.87% 12
2019
Q2 		$3.7M Sell
42,370
-5,565
-12% -$487K 1.01% 11
2019
Q1 		$4.17M Sell
47,935
-2,863
-6% -$237K 1.06% 11
2018
Q4 		$3.79M Buy
50,798
+2,739
+6% +$216K 1.12% 10
2018
Q3 		$3.88M Buy
48,059
+321
+0.7% +$26.4K 0.96% 10
2018
Q2 		$3.89M Sell
47,738
-197
-0.4% -$15.3K 0.99% 11
2018
Q1 		$4.17M Buy
47,935
+24,988
+109% +$1.91M 1.06% 11
2017
Q4 		$1.9M Sell
22,947
-23,028
-50% -$1.93M 0.63% 37
2017
Q3 		$3.82M Sell
45,975
-1,274
-3% -$106K 1.32% 7
2017
Q2 		$3.93M Buy
47,249
+3,414
+8% +$285K 1.51% 7
2017
Q1 		$3.73M Buy
43,835
+20,971
+92% +$1.74M 1.74% 6
2016
Q4 		$1.89M Buy
+22,864
New +$1.86M 1.27% 8

Other funds holding VNQ

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
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empirical Finance's VNQ Position: Q3 2022 in Review

Empirical Finance sold out of Vanguard Real Estate ETF (VNQ) in Q3 2022, closing a stake of 6,760 shares — an estimated $616K sold.

Empirical Finance first reported a position in VNQ in Q4 2016 and held it in 21 quarters. The position peaked at $4.17M in Q1 2019. 1,506 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • Empirical Finance reported no remaining Vanguard Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Empirical Finance sold 6,760 Vanguard Real Estate ETF shares in Q3 2022, an estimated $616K.
  • Empirical Finance first reported a position in Vanguard Real Estate ETF in Q4 2016 and held it in 21 quarters.
  • Empirical Finance's Vanguard Real Estate ETF position peaked at $4.17M in Q1 2019.
  • 1,506 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Empirical Finance's 13F filing for Q3 2022, filed 4 Nov 2022.