Exchange Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Exchange Capital 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
2020 Q2	–	Sell	-7,666	Closed	-$535K	–	153
2020 Q1	$535K	Sell	7,666 -5,431	-41%	-$477K	0.17%	111
2019 Q4	$1.22M	Sell	13,097 -13,044	-50%	-$1.21M	0.31%	82
2019 Q3	$2.44M	Sell	26,141 -8,146	-24%	-$739K	0.64%	57
2019 Q2	$3M	Sell	34,287 -1,045	-3%	-$91.5K	0.81%	48
2019 Q1	$3.07M	Sell	35,332 -878	-2%	-$72.5K	0.86%	44
2018 Q4	$2.7M	Sell	36,210 -691	-2%	-$54.4K	0.88%	38
2018 Q3	$2.98M	Sell	36,901 -712	-2%	-$58.6K	0.86%	38
2018 Q2	$3.06M	Buy	37,613 +498	+1%	+$38.6K	0.91%	35
2018 Q1	$2.8M	Buy	37,115 +253	+0.7%	+$19.4K	0.88%	37
2017 Q4	$3.06M	Buy	36,862 +2,310	+7%	+$194K	0.96%	30
2017 Q3	$2.87M	Buy	34,552 +10,286	+42%	+$859K	0.95%	37
2017 Q2	$2.02M	Buy	24,266 +24,223	+56,333%	+$2.02M	0.68%	49
2017 Q1	$4K	Buy	+43	New	+$3.57K	﹤0.01%	198
2016 Q3	–	Sell	-109	Closed	-$10K	–	269
2016 Q2	$10K	Buy	+109	New	+$9.16K	﹤0.01%	172
2014 Q1	–	Sell	-24	Closed	-$2K	–	250
2013 Q4	$2K	Buy	+24	New	+$1.6K	﹤0.01%	214
2013 Q3	–	Sell	-108	Closed	-$7K	–	232
2013 Q2	$7K	Buy	+108	New	+$7.85K	﹤0.01%	145

Other funds holding VNQ

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Exchange Capital Management's VNQ Position: Q2 2020 in Review

Exchange Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2020, closing a stake of 7,666 shares — an estimated $535K sold.

Exchange Capital Management first reported a position in VNQ in Q2 2013 and held it in 16 quarters. The position peaked at $3.07M in Q1 2019. 1,218 funds tracked by Wall St. Rank hold VNQ as of Q2 2020.

Exchange Capital Management reported no remaining Vanguard Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Exchange Capital Management sold 7,666 Vanguard Real Estate ETF shares in Q2 2020, an estimated $535K.
Exchange Capital Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 16 quarters.
Exchange Capital Management's Vanguard Real Estate ETF position peaked at $3.07M in Q1 2019.
1,218 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2020.

Based on Exchange Capital Management's 13F filing for Q2 2020, filed 4 Aug 2020.