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VNQ icon

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

HBC 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
2024
Q4 		$225K Buy
2,527
+2
+0.1% +$189 0.14% 28
2024
Q3 		$241K Sell
2,525
-64
-2% -$5.89K 0.15% 30
2024
Q2 		$233K Buy
2,589
+4
+0.2% +$330 0.15% 29
2024
Q1 		$205K Sell
2,585
-457
-15% -$39K 0.14% 27
2023
Q4 		$268K Buy
3,042
+766
+34% +$60.7K 0.18% 24
2023
Q3 		$172K Hold
2,276
– – 0.13% 28
2023
Q2 		$193K Buy
2,276
+2
+0.1% +$164 0.14% 28
2023
Q1 		$188K Buy
2,274
+24
+1% +$2.06K 0.14% 29
2022
Q4 		$190K Buy
2,250
+2,192
+3,779% +$182K 0.15% 28
2022
Q3 		$19K Sell
58
-2,312
-98% -$216K 0.02% 87
2022
Q2 		$218K Buy
2,370
+48
+2% +$4.79K 0.17% 25
2022
Q1 		$250K Buy
2,322
+6
+0.3% +$635 0.18% 24
2021
Q4 		$268K Sell
2,316
-46
-2% -$5.02K 0.17% 25
2021
Q3 		$245K Buy
2,362
+80
+4% +$8.48K 0.16% 25
2021
Q2 		$235K Buy
2,282
+182
+9% +$18K 0.16% 26
2021
Q1 		$201K Buy
2,100
+1,014
+93% +$89.1K 0.14% 26
2020
Q4 		$89K Buy
1,086
+34
+3% +$2.82K 0.07% 40
2020
Q3 		$87K Buy
1,052
+66
+7% +$5.3K 0.07% 36
2020
Q2 		$77K Sell
986
-7
-0.7% -$531 0.07% 41
2020
Q1 		$64K Hold
993
– – 0.07% 42
2019
Q4 		$91K Buy
+993
New +$92K 0.08% 45

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

HBC Financial Services's VNQ Position: Q4 2024 in Review

HBC Financial Services increased its Vanguard Real Estate ETF (VNQ) stake by 0.08% in Q4 2024, buying an estimated $189 and bringing the position to 2,527 shares worth $225K. The position accounts for 0.14% of the portfolio, ranked #28.

HBC Financial Services first reported a position in VNQ in Q4 2019 and has held it in 21 quarters since. The position peaked at $268K in Q4 2023. 1,737 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • HBC Financial Services held 2,527 shares of Vanguard Real Estate ETF worth $225K as of Q4 2024.
  • HBC Financial Services bought 2 Vanguard Real Estate ETF shares in Q4 2024, an estimated $189.
  • Vanguard Real Estate ETF made up 0.14% of HBC Financial Services's portfolio in Q4 2024, its #28 holding.
  • HBC Financial Services first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 21 quarters since.
  • HBC Financial Services's Vanguard Real Estate ETF position peaked at $268K in Q4 2023.
  • 1,737 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.