FIMS
VNQ icon

FBL Investment Management Services’s Vanguard Real Estate ETF VNQ Stock Holding History

FBL Investment Management Services’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
2019
Q4 		$1.2M Buy
12,903
+10
+0.1% +$926 2.96% 8
2019
Q3 		$1.2M Buy
12,893
+108
+0.8% +$9.8K 3.15% 8
2019
Q2 		$1.12M Buy
+12,785
New +$1.12M 2.68% 10
2019
Q1 		– Sell
-12,779
Closed -$953K – 49
2018
Q4 		$953K Buy
+12,779
New +$1.01M 2.43% 11
2018
Q3 		– Sell
-12,779
Closed -$1.04M – 48
2018
Q2 		$1.04M Hold
12,779
– – 2.67% 11
2018
Q1 		$964K Hold
12,779
– – 2.29% 14
2017
Q4 		$1.06M Sell
12,779
-57,071
-82% -$4.78M 2.5% 13
2017
Q3 		$1.15M Buy
69,850
+56,250
+414% +$4.7M 2.15% 13
2017
Q2 		$1.13M Hold
13,600
– – 2.32% 13
2017
Q1 		$1.12M Hold
13,600
– – 2.31% 13
2016
Q4 		$1.12M Hold
13,600
– – 2.24% 12
2016
Q3 		$1.18M Hold
13,600
– – 2.6% 13
2016
Q2 		$1.26M Hold
13,600
– – 2.56% 12
2016
Q1 		$1.08M Hold
13,600
– – 2.52% 13
2015
Q4 		$1.08M Hold
13,600
– – 2.52% 13
2015
Q3 		$1.03M Hold
13,600
– – 2.42% 13
2015
Q2 		$1.02M Buy
13,600
+325
+2% +$26K 2.24% 14
2015
Q1 		$1.12M Sell
13,275
-2,260
-15% -$192K 2.32% 12
2014
Q4 		$1.26M Buy
15,535
+140
+0.9% +$11K 2.79% 11
2014
Q3 		$1.11M Buy
15,395
+95
+0.6% +$7.17K 2.11% 11
2014
Q2 		$1.15M Sell
15,300
-5,600
-27% -$412K 2.01% 10
2014
Q1 		$1.48M Sell
20,900
-39,700
-66% -$2.72M 0.42% 38
2013
Q4 		$3.91M Hold
60,600
– – 0.92% 29
2013
Q3 		$4.01M Buy
+60,600
New +$4.12M 0.63% 38

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

FBL Investment Management Services's VNQ Position: Q4 2019 in Review

FBL Investment Management Services increased its Vanguard Real Estate ETF (VNQ) stake by 0.08% in Q4 2019, buying an estimated $926 and bringing the position to 12,903 shares worth $1.2M. The position accounts for 2.96% of the portfolio, ranked #8.

FBL Investment Management Services first reported a position in VNQ in Q3 2013 and has held it in 24 quarters since. The position peaked at $4.01M in Q3 2013. 1,384 funds tracked by Wall St. Rank hold VNQ as of Q4 2019.

  • FBL Investment Management Services held 12,903 shares of Vanguard Real Estate ETF worth $1.2M as of Q4 2019.
  • FBL Investment Management Services bought 10 Vanguard Real Estate ETF shares in Q4 2019, an estimated $926.
  • Vanguard Real Estate ETF made up 2.96% of FBL Investment Management Services's portfolio in Q4 2019, its #8 holding.
  • FBL Investment Management Services first reported a position in Vanguard Real Estate ETF in Q3 2013 and has held it in 24 quarters since.
  • FBL Investment Management Services's Vanguard Real Estate ETF position peaked at $4.01M in Q3 2013.
  • 1,384 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2019.

Based on FBL Investment Management Services's 13F filing for Q4 2019, filed 4 Feb 2020.