Institutional & Family Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Institutional & Family 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 Q2	$1.09K	Hold	13	–	–	﹤0.01%	629
2024 Q1	$1.12K	Hold	13	–	–	﹤0.01%	618
2023 Q4	$1.15K	Hold	13	–	–	﹤0.01%	607
2023 Q3	$984	Hold	13	–	–	﹤0.01%	617
2023 Q2	$1.09K	Hold	13	–	–	﹤0.01%	624
2023 Q1	$1.08K	Hold	13	–	–	﹤0.01%	621
2022 Q4	$1.07K	Hold	13	–	–	﹤0.01%	600
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	683
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	703
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	741
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	688
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	885
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	921
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	902
2020 Q4	$1K	Sell	13 -2,652	-100%	-$220K	﹤0.01%	853
2020 Q3	$210K	Sell	2,665 -1,094	-29%	-$87.8K	0.05%	161
2020 Q2	$295K	Buy	3,759 +3,746	+28,815%	+$284K	0.06%	140
2020 Q1	$1K	Sell	13 -293	-96%	-$25.7K	﹤0.01%	783
2019 Q4	$28K	Sell	306 -730	-70%	-$67.6K	0.01%	394
2019 Q3	$97K	Buy	1,036 +5	+0.5%	+$454	0.02%	221
2019 Q2	$90K	Sell	1,031 -934	-48%	-$81.8K	0.02%	242
2019 Q1	$171K	Sell	1,965 -17	-0.9%	-$1.4K	0.04%	189
2018 Q4	$148K	Sell	1,982 -797	-29%	-$62.8K	0.03%	186
2018 Q3	$224K	Sell	2,779 -81	-3%	-$6.67K	0.04%	178
2018 Q2	$233K	Buy	2,860 +716	+33%	+$55.5K	0.05%	171
2018 Q1	$162K	Sell	2,144 -625	-23%	-$47.8K	0.03%	187
2017 Q4	$230K	Buy	2,769 +168	+6%	+$14.1K	0.04%	158
2017 Q3	$216K	Buy	2,601 +65	+3%	+$5.43K	0.04%	165
2017 Q2	$211K	Buy	+2,536	New	+$211K	0.05%	122
2017 Q1	–	Sell	-3,137	Closed	-$259K	–	131
2016 Q4	$259K	Buy	+3,137	New	+$255K	0.08%	114

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Institutional & Family Asset Management's VNQ Position: Q2 2024 in Review

Institutional & Family Asset Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2024 at 13 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Institutional & Family Asset Management first reported a position in VNQ in Q4 2016 and has held it in 30 quarters since. The position peaked at $295K in Q2 2020. 1,584 funds tracked by Wall St. Rank hold VNQ as of Q2 2024.

Institutional & Family Asset Management held 13 shares of Vanguard Real Estate ETF worth $1.09K as of Q2 2024.
Institutional & Family Asset Management left its Vanguard Real Estate ETF share count unchanged in Q2 2024.
Vanguard Real Estate ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #629 holding.
Institutional & Family Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 30 quarters since.
Institutional & Family Asset Management's Vanguard Real Estate ETF position peaked at $295K in Q2 2020.
1,584 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.