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InterOcean Capital Group’s Vanguard Real Estate ETF VNQ Stock Holding History

InterOcean Capital Group’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
Q1 		$2.8M Buy
32,348
+9,543
+42% +$815K 0.07% 134
2023
Q4 		$2.02M Buy
+22,805
New +$1.81M 0.05% 153
2023
Q3 		– Sell
-2,859
Closed -$239K – 494
2023
Q2 		$239K Buy
+2,859
New +$234K 0.01% 384
2021
Q1 		– Sell
-3,830
Closed -$325K – 261
2020
Q4 		$325K Buy
+3,830
New +$318K 0.02% 172

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

InterOcean Capital Group's VNQ Position: Q1 2024 in Review

InterOcean Capital Group increased its Vanguard Real Estate ETF (VNQ) stake by 42% in Q1 2024, buying an estimated $815K and bringing the position to 32,348 shares worth $2.8M. The position accounts for 0.07% of the portfolio, ranked #134.

InterOcean Capital Group first reported a position in VNQ in Q4 2020 and has held it in 4 quarters since. 1,632 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • InterOcean Capital Group held 32,348 shares of Vanguard Real Estate ETF worth $2.8M as of Q1 2024.
  • InterOcean Capital Group bought 9,543 Vanguard Real Estate ETF shares in Q1 2024, an estimated $815K.
  • Vanguard Real Estate ETF made up 0.07% of InterOcean Capital Group's portfolio in Q1 2024, its #134 holding.
  • InterOcean Capital Group first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 4 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.