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iAB Financial Bank’s Vanguard Real Estate ETF VNQ Stock Holding History

iAB Financial 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
2017
Q2 		$2.76M Buy
33,190
+2,435
+8% +$203K 1.35% 20
2017
Q1 		$2.54M Buy
30,755
+17
+0.1% +$1.41K 1.3% 20
2016
Q4 		$2.54M Sell
30,738
-564
-2% -$45.9K 1.43% 19
2016
Q3 		$2.71M Buy
31,302
+363
+1% +$32.4K 1.6% 17
2016
Q2 		$2.74M Buy
30,939
+3,175
+11% +$267K 1.75% 16
2016
Q1 		$2.33M Buy
27,764
+2,290
+9% +$178K 1.57% 18
2015
Q4 		$2.03M Buy
25,474
+424
+2% +$33.6K 1.48% 20
2015
Q3 		$1.89M Buy
25,050
+675
+3% +$51.8K 1.44% 20
2015
Q2 		$1.82M Buy
24,375
+400
+2% +$32K 1.25% 24
2015
Q1 		$2.02M Buy
23,975
+6,200
+35% +$526K 1.38% 21
2014
Q4 		$1.44M Hold
17,775
– – 1.22% 24
2014
Q3 		$1.28M Sell
17,775
-1,700
-9% -$128K 1.14% 27
2014
Q2 		$1.46M Buy
19,475
+1,200
+7% +$88.2K 1.26% 25
2014
Q1 		$1.29M Buy
18,275
+150
+0.8% +$10.3K 1.14% 28
2013
Q4 		$1.17M Buy
18,125
+800
+5% +$53.5K 1.02% 28
2013
Q3 		$1.15M Sell
17,325
-2,330
-12% -$158K 1.1% 28
2013
Q2 		$1.35M Buy
+19,655
New +$1.43M 1.35% 22

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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

iAB Financial Bank's VNQ Position: Q2 2017 in Review

iAB Financial Bank increased its Vanguard Real Estate ETF (VNQ) stake by 7.9% in Q2 2017, buying an estimated $203K and bringing the position to 33,190 shares worth $2.76M. The position accounts for 1.35% of the portfolio, ranked #20.

iAB Financial Bank first reported a position in VNQ in Q2 2013 and has held it in 17 quarters since. 931 funds tracked by Wall St. Rank hold VNQ as of Q2 2017.

  • iAB Financial Bank held 33,190 shares of Vanguard Real Estate ETF worth $2.76M as of Q2 2017.
  • iAB Financial Bank bought 2,435 Vanguard Real Estate ETF shares in Q2 2017, an estimated $203K.
  • Vanguard Real Estate ETF made up 1.35% of iAB Financial Bank's portfolio in Q2 2017, its #20 holding.
  • iAB Financial Bank first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 17 quarters since.
  • 931 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2017.

Based on iAB Financial Bank's 13F filing for Q2 2017, filed 4 Aug 2017.