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Landmark Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Landmark Financial Advisors’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
Q4 		$6.31M Buy
71,415
+5,340
+8% +$423K 2.27% 13
2023
Q3 		$5M Buy
66,075
+6,120
+10% +$505K 2.03% 14
2023
Q2 		$5.01M Buy
59,955
+2,391
+4% +$196K 2.06% 14
2023
Q1 		$4.78M Buy
57,564
+1,479
+3% +$127K 2.1% 14
2022
Q4 		$4.63M Buy
56,085
+1,931
+4% +$160K 2.14% 13
2022
Q3 		$4.34M Sell
54,154
-197
-0.4% -$18.4K 2.29% 14
2022
Q2 		$4.95M Buy
54,351
+2,307
+4% +$230K 2.43% 13
2022
Q1 		$5.7M Buy
52,044
+2,773
+6% +$293K 2.74% 10
2021
Q4 		$5.72M Buy
49,271
+1,892
+4% +$207K 2.54% 10
2021
Q3 		$4.35M Buy
47,379
+208
+0.4% +$22.1K 2.35% 12
2021
Q2 		$4.8M Sell
47,171
-208
-0.4% -$20.6K 2.3% 12
2021
Q1 		$4.35M Sell
47,379
-842
-2% -$74K 2.34% 12
2020
Q4 		$3.95M Sell
48,221
-549
-1% -$45.5K 2.23% 14
2020
Q3 		$4.02M Sell
48,770
-3,951
-7% -$317K 2.55% 13
2020
Q2 		$4.22M Sell
52,721
-40,617
-44% -$3.08M 2.75% 12
2020
Q1 		$7.25M Buy
93,338
+20,997
+29% +$1.84M 4.97% 8
2019
Q4 		$6.93M Buy
72,341
+18,284
+34% +$1.69M 4.04% 10
2019
Q3 		$5.04M Sell
54,057
-27,558
-34% -$2.5M 3.13% 9
2019
Q2 		$7.13M Sell
81,615
-533
-0.6% -$46.7K 4.37% 8
2019
Q1 		$7.14M Sell
82,148
-2,507
-3% -$207K 4.68% 8
2018
Q4 		$6.31M Buy
84,655
+745
+0.9% +$58.7K 4.13% 9
2018
Q3 		$6.77M Buy
83,910
+6,531
+8% +$538K 4.03% 9
2018
Q2 		$6.3M Buy
77,379
+8,155
+12% +$632K 3.91% 9
2018
Q1 		$5.22M Buy
69,224
+35,005
+102% +$2.68M 3.28% 11
2017
Q4 		$2.84M Buy
34,219
+20,978
+158% +$1.76M 1.8% 13
2017
Q3 		$1.1M Buy
13,241
+1,555
+13% +$130K 0.74% 24
2017
Q2 		$972K Buy
11,686
+1,415
+14% +$118K 0.7% 26
2017
Q1 		$848K Buy
10,271
+1,014
+11% +$84.1K 0.63% 26
2016
Q4 		$764K Sell
9,257
-675
-7% -$55K 0.61% 27
2016
Q3 		$862K Sell
9,932
-4,235
-30% -$378K 0.73% 26
2016
Q2 		$1.26M Buy
14,167
+2,058
+17% +$173K 1.17% 21
2016
Q1 		$1.01M Buy
12,109
+667
+6% +$51.9K 1.03% 23
2015
Q4 		$912K Buy
+11,442
New +$906K 0.96% 21

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Landmark Financial Advisors's VNQ Position: Q4 2023 in Review

Landmark Financial Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 8.1% in Q4 2023, buying an estimated $423K and bringing the position to 71,415 shares worth $6.31M. The position accounts for 2.27% of the portfolio, ranked #13.

Landmark Financial Advisors first reported a position in VNQ in Q4 2015 and has held it in 33 quarters since. The position peaked at $7.25M in Q1 2020. 1,672 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Landmark Financial Advisors held 71,415 shares of Vanguard Real Estate ETF worth $6.31M as of Q4 2023.
  • Landmark Financial Advisors bought 5,340 Vanguard Real Estate ETF shares in Q4 2023, an estimated $423K.
  • Vanguard Real Estate ETF made up 2.27% of Landmark Financial Advisors's portfolio in Q4 2023, its #13 holding.
  • Landmark Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2015 and has held it in 33 quarters since.
  • Landmark Financial Advisors's Vanguard Real Estate ETF position peaked at $7.25M in Q1 2020.
  • 1,672 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.