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Jenkins Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Jenkins Wealth’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
2022
Q4 		$1.09M Buy
+13,158
New +$1.09M 0.44% 32
2021
Q4 		$1.54M Buy
+15,062
New +$1.65M 0.5% 20

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jenkins Wealth's VNQ Position: Q4 2022 in Review

Jenkins Wealth opened a new position in Vanguard Real Estate ETF (VNQ) in Q4 2022: 13,158 shares worth $1.09M. The stake represents 0.44% of the portfolio and ranks #32 among its holdings. This is a return to the name: Jenkins Wealth previously reported a position in VNQ as recently as Q4 2021.

Jenkins Wealth first reported a position in VNQ in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.54M in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Jenkins Wealth held 13,158 shares of Vanguard Real Estate ETF worth $1.09M as of Q4 2022.
  • Vanguard Real Estate ETF was a new Jenkins Wealth position in Q4 2022.
  • Vanguard Real Estate ETF made up 0.44% of Jenkins Wealth's portfolio in Q4 2022, its #32 holding.
  • Jenkins Wealth first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 2 quarters since.
  • Jenkins Wealth's Vanguard Real Estate ETF position peaked at $1.54M in Q4 2021.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Jenkins Wealth's 13F filing for Q4 2022, filed 11 Jan 2023.