First Business Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

First Business Financial 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
2023 Q2	–	Sell	-193,195	Closed	-$16M	–	179
2023 Q1	$16M	Sell	193,195 -1,711	-0.9%	-$147K	2.01%	10
2022 Q4	$16.1M	Sell	194,906 -41,659	-18%	-$3.45M	2.16%	10
2022 Q3	$19M	Buy	236,565 +3,358	+1%	+$314K	2.71%	9
2022 Q2	$21.2M	Buy	+233,207	New	+$23.2M	2.86%	9
2019 Q1	–	Sell	-4,920	Closed	-$367K	–	114
2018 Q4	$367K	Buy	+4,920	New	+$388K	0.06%	107

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Business Financial Services's VNQ Position: Q2 2023 in Review

First Business Financial Services sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 193,195 shares — an estimated $16M sold.

First Business Financial Services first reported a position in VNQ in Q4 2018 and held it in 5 quarters. The position peaked at $21.2M in Q2 2022. 1,551 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

First Business Financial Services reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
First Business Financial Services sold 193,195 Vanguard Real Estate ETF shares in Q2 2023, an estimated $16M.
First Business Financial Services first reported a position in Vanguard Real Estate ETF in Q4 2018 and held it in 5 quarters.
First Business Financial Services's Vanguard Real Estate ETF position peaked at $21.2M in Q2 2022.
1,551 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on First Business Financial Services's 13F filing for Q2 2023, filed 7 Aug 2023.