FAM
VNQ icon

Family Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Family Asset 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
2024
Q3 		$78.6K Sell
807
-812
-50% -$74.8K 0.05% 126
2024
Q2 		$136K Buy
1,619
+844
+109% +$69.7K 0.09% 117
2024
Q1 		$67K Sell
775
-3
-0.4% -$256 0.04% 122
2023
Q4 		$68.7K Hold
778
– – 0.05% 124
2023
Q3 		$58.9K Sell
778
-114
-13% -$9.4K 0.04% 124
2023
Q2 		$74.5K Buy
892
+115
+15% +$9.42K 0.05% 130
2023
Q1 		$64.5K Sell
777
-35
-4% -$3.01K 0.05% 130
2022
Q4 		$67K Buy
+812
New +$67.3K 0.06% 114

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Family Asset Management's VNQ Position: Q3 2024 in Review

Family Asset Management reduced its Vanguard Real Estate ETF (VNQ) stake by 50% in Q3 2024, selling an estimated $74.8K and leaving 807 shares worth $78.6K. The position accounts for 0.05% of the portfolio, ranked #126.

Family Asset Management first reported a position in VNQ in Q4 2022 and has held it in 8 quarters since. The position peaked at $136K in Q2 2024. 1,658 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

  • Family Asset Management held 807 shares of Vanguard Real Estate ETF worth $78.6K as of Q3 2024.
  • Family Asset Management sold 812 Vanguard Real Estate ETF shares in Q3 2024, an estimated $74.8K.
  • Vanguard Real Estate ETF made up 0.05% of Family Asset Management's portfolio in Q3 2024, its #126 holding.
  • Family Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 8 quarters since.
  • Family Asset Management's Vanguard Real Estate ETF position peaked at $136K in Q2 2024.
  • 1,658 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.