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Kenfarb & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Kenfarb & Co’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
2023
Q3 		$26.1K Hold
345
– – 0.02% 152
2023
Q2 		$28.8K Hold
345
– – 0.03% 150
2023
Q1 		$28.6K Hold
345
– – 0.03% 146
2022
Q4 		$28.4K Hold
345
– – 0.03% 154
2022
Q3 		$28K Buy
345
+239
+225% +$22.3K 0.03% 152
2022
Q2 		$11K Hold
106
– – 0.01% 157
2022
Q1 		$11K Hold
106
– – 0.01% 157
2021
Q4 		$12K Buy
+106
New +$11.6K 0.01% 157

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kenfarb & Co's VNQ Position: Q3 2023 in Review

Kenfarb & Co held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2023 at 345 shares worth $26.1K. The position accounts for 0.02% of the portfolio, ranked #152.

Kenfarb & Co first reported a position in VNQ in Q4 2021 and has held it in 8 quarters since. The position peaked at $28.8K in Q2 2023. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

  • Kenfarb & Co held 345 shares of Vanguard Real Estate ETF worth $26.1K as of Q3 2023.
  • Kenfarb & Co left its Vanguard Real Estate ETF share count unchanged in Q3 2023.
  • Vanguard Real Estate ETF made up 0.02% of Kenfarb & Co's portfolio in Q3 2023, its #152 holding.
  • Kenfarb & Co first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 8 quarters since.
  • Kenfarb & Co's Vanguard Real Estate ETF position peaked at $28.8K in Q2 2023.
  • 1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.