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Legg Mason’s Vanguard Real Estate ETF VNQ Stock Holding History

Legg Mason’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 		$126M Buy
+1,605,898
New +$122M 99.59% 1
2017
Q2 		– Sell
-410
Closed -$34K – 10
2017
Q1 		$34K Buy
410
+179
+77% +$14.8K 3.53% 9
2016
Q4 		$20K Sell
231
-518
-69% -$42.2K 2.4% 9
2016
Q3 		$65K Buy
+749
New +$66.8K 0.62% 10

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

Legg Mason's VNQ Position: Q2 2020 in Review

Legg Mason opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2020: 1,605,898 shares worth $126M. The stake represents 99.59% of the portfolio and ranks #1 among its holdings. This is a return to the name: Legg Mason previously reported a position in VNQ as recently as Q1 2017.

Legg Mason first reported a position in VNQ in Q3 2016 and has held it in 4 quarters since. 1,218 funds tracked by Wall St. Rank hold VNQ as of Q2 2020.

  • Legg Mason held 1,605,898 shares of Vanguard Real Estate ETF worth $126M as of Q2 2020.
  • Vanguard Real Estate ETF was a new Legg Mason position in Q2 2020.
  • Vanguard Real Estate ETF made up 99.59% of Legg Mason's portfolio in Q2 2020, its #1 holding.
  • Legg Mason first reported a position in Vanguard Real Estate ETF in Q3 2016 and has held it in 4 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2020.

Based on Legg Mason's 13F filing for Q2 2020, filed 14 Aug 2020.