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

Factory Mutual 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
Q1 		– Sell
-266,600
Closed -$22M – 150
2022
Q4 		$22M Hold
266,600
– – 0.33% 92
2022
Q3 		$21.4M Buy
+266,600
New +$24.9M 0.35% 90

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Empower Advisory Group
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Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Factory Mutual Insurance's VNQ Position: Q1 2023 in Review

Factory Mutual Insurance sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 266,600 shares — an estimated $22M sold.

Factory Mutual Insurance first reported a position in VNQ in Q3 2022 and held it in 2 quarters. The position peaked at $22M in Q4 2022. 1,588 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

  • Factory Mutual Insurance reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Factory Mutual Insurance sold 266,600 Vanguard Real Estate ETF shares in Q1 2023, an estimated $22M.
  • Factory Mutual Insurance first reported a position in Vanguard Real Estate ETF in Q3 2022 and held it in 2 quarters.
  • Factory Mutual Insurance's Vanguard Real Estate ETF position peaked at $22M in Q4 2022.
  • 1,588 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Factory Mutual Insurance's 13F filing for Q1 2023, filed 8 May 2023.