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VNQ icon

HTLF Bank’s Vanguard Real Estate ETF VNQ Stock Holding History

HTLF Bank’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 		$4.29M Buy
48,211
+1,270
+3% +$120K 0.49% 53
2024
Q3 		$4.57M Sell
46,941
-1,838
-4% -$169K 0.5% 53
2024
Q2 		$4.09M Sell
48,779
-2,976
-6% -$246K 0.46% 55
2024
Q1 		$4.48M Buy
51,755
+11,919
+30% +$1.02M 0.51% 55
2023
Q4 		$3.52M Buy
+39,836
New +$3.16M 0.42% 57

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HTLF Bank's VNQ Position: Q4 2024 in Review

HTLF Bank increased its Vanguard Real Estate ETF (VNQ) stake by 2.7% in Q4 2024, buying an estimated $120K and bringing the position to 48,211 shares worth $4.29M. The position accounts for 0.49% of the portfolio, ranked #53.

HTLF Bank first reported a position in VNQ in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.57M in Q3 2024. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • HTLF Bank held 48,211 shares of Vanguard Real Estate ETF worth $4.29M as of Q4 2024.
  • HTLF Bank bought 1,270 Vanguard Real Estate ETF shares in Q4 2024, an estimated $120K.
  • Vanguard Real Estate ETF made up 0.49% of HTLF Bank's portfolio in Q4 2024, its #53 holding.
  • HTLF Bank first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's Vanguard Real Estate ETF position peaked at $4.57M in Q3 2024.
  • 1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.