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

Griffin 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 Q4	–	Sell	-2,577	Closed	-$251K	–	225
2024 Q3	$251K	Sell	2,577 -62	-2%	-$5.71K	0.03%	192
2024 Q2	$221K	Sell	2,639 -400	-13%	-$33K	0.03%	206
2024 Q1	$263K	Buy	3,039 +14	+0.5%	+$1.2K	0.03%	201
2023 Q4	$267K	Sell	3,025 -372	-11%	-$29.5K	0.03%	191
2023 Q3	$257K	Sell	3,397 -263	-7%	-$21.7K	0.04%	184
2023 Q2	$306K	Hold	3,660	–	–	0.04%	181
2023 Q1	$304K	Buy	3,660 +288	+9%	+$24.7K	0.04%	184
2022 Q4	$278K	Buy	3,372 +17	+0.5%	+$1.41K	0.04%	180
2022 Q3	$269K	Sell	3,355 -3,612	-52%	-$338K	0.04%	175
2022 Q2	$635K	Buy	6,967 +422	+6%	+$42.1K	0.1%	151
2022 Q1	$709K	Buy	6,545 +4,534	+225%	+$480K	0.09%	155
2021 Q4	$233K	Buy	+2,011	New	+$220K	0.03%	216

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Griffin Asset Management's VNQ Position: Q4 2024 in Review

Griffin Asset Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,577 shares — an estimated $251K sold.

Griffin Asset Management first reported a position in VNQ in Q4 2021 and held it in 12 quarters. The position peaked at $709K in Q1 2022. 1,740 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

Griffin Asset Management reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Griffin Asset Management sold 2,577 Vanguard Real Estate ETF shares in Q4 2024, an estimated $251K.
Griffin Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 12 quarters.
Griffin Asset Management's Vanguard Real Estate ETF position peaked at $709K in Q1 2022.
1,740 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Griffin Asset Management's 13F filing for Q4 2024, filed 22 Jan 2025.