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

InterOcean Capital’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
2020
Q2 		$399K Buy
5,086
+1,165
+30% +$88.3K 0.03% 121
2020
Q1 		$274K Buy
+3,921
New +$344K 0.02% 147

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

InterOcean Capital's VNQ Position: Q2 2020 in Review

InterOcean Capital increased its Vanguard Real Estate ETF (VNQ) stake by 30% in Q2 2020, buying an estimated $88.3K and bringing the position to 5,086 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #121.

InterOcean Capital first reported a position in VNQ in Q1 2020 and has held it in 2 quarters since. 1,218 funds tracked by Wall St. Rank hold VNQ as of Q2 2020.

  • InterOcean Capital held 5,086 shares of Vanguard Real Estate ETF worth $399K as of Q2 2020.
  • InterOcean Capital bought 1,165 Vanguard Real Estate ETF shares in Q2 2020, an estimated $88.3K.
  • Vanguard Real Estate ETF made up 0.03% of InterOcean Capital's portfolio in Q2 2020, its #121 holding.
  • InterOcean Capital first reported a position in Vanguard Real Estate ETF in Q1 2020 and has held it in 2 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2020.

Based on InterOcean Capital's 13F filing for Q2 2020, filed 13 Aug 2020.