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LifePlan Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

LifePlan Financial Group’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
Q3 		$3.23M Buy
40,884
+18
+0% +$1.45K 1.39% 19
2020
Q2 		$3.21M Buy
40,866
+562
+1% +$42.6K 1.46% 17
2020
Q1 		$2.81M Sell
40,304
-134
-0.3% -$11.8K 1.52% 19
2019
Q4 		$3.75M Buy
40,438
+564
+1% +$52.2K 1.67% 16
2019
Q3 		$3.72M Sell
39,874
-943
-2% -$85.6K 1.75% 15
2019
Q2 		$3.57M Buy
40,817
+1,130
+3% +$98.9K 1.72% 17
2019
Q1 		$3.45M Sell
39,687
-995
-2% -$82.2K 1.84% 16
2018
Q4 		$3.03M Sell
40,682
-935
-2% -$73.7K 1.89% 12
2018
Q3 		$3.36M Sell
41,617
-311
-0.7% -$25.6K 1.82% 15
2018
Q2 		$3.42M Buy
41,928
+1,185
+3% +$91.8K 1.91% 17
2018
Q1 		$3.08M Buy
40,743
+1,463
+4% +$112K 1.79% 19
2017
Q4 		$3.26M Hold
39,280
– – 2.08% 19
2017
Q3 		$3.26M Buy
39,280
+905
+2% +$75.6K 2.08% 19
2017
Q2 		$3.19M Buy
38,375
+824
+2% +$68.7K 2.19% 17
2017
Q1 		$3.1M Buy
37,551
+5,086
+16% +$422K 2.15% 15
2016
Q4 		$2.68M Sell
32,465
-447
-1% -$36.4K 1.88% 15
2016
Q3 		$2.85M Sell
32,912
-580
-2% -$51.7K 1.96% 19
2016
Q2 		$2.97M Buy
33,492
+3,009
+10% +$253K 2.04% 17
2016
Q1 		$2.56M Sell
30,483
-319
-1% -$24.8K 1.82% 22
2015
Q4 		$2.46M Buy
30,802
+2,036
+7% +$161K 1.74% 24
2015
Q3 		$2.17M Sell
28,766
-6,159
-18% -$473K 1.58% 24
2015
Q2 		$2.61M Sell
34,925
-51,411
-60% -$4.11M 1.75% 21
2015
Q1 		$7.28M Sell
86,336
-14,282
-14% -$1.21M 4.84% 6
2014
Q4 		$8.15M Buy
100,618
+72,639
+260% +$5.7M 5.4% 5
2014
Q3 		$2.01M Buy
27,979
+7,939
+40% +$599K 1.7% 18
2014
Q2 		$1.5M Sell
20,040
-1,728
-8% -$127K 1.07% 22
2014
Q1 		$1.54M Buy
21,768
+7,349
+51% +$503K 1.22% 20
2013
Q4 		$931K Sell
14,419
-99,401
-87% -$6.65M 0.63% 24
2013
Q3 		$7.53M Buy
113,820
+107,509
+1,704% +$7.31M 6.12% 6
2013
Q2 		$434K Buy
+6,311
New +$458K 0.48% 32

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LifePlan Financial Group's VNQ Position: Q3 2020 in Review

LifePlan Financial Group increased its Vanguard Real Estate ETF (VNQ) stake by 0.04% in Q3 2020, buying an estimated $1.45K and bringing the position to 40,884 shares worth $3.23M. The position accounts for 1.39% of the portfolio, ranked #19.

LifePlan Financial Group first reported a position in VNQ in Q2 2013 and has held it in 30 quarters since. The position peaked at $8.15M in Q4 2014. 1,198 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

  • LifePlan Financial Group held 40,884 shares of Vanguard Real Estate ETF worth $3.23M as of Q3 2020.
  • LifePlan Financial Group bought 18 Vanguard Real Estate ETF shares in Q3 2020, an estimated $1.45K.
  • Vanguard Real Estate ETF made up 1.39% of LifePlan Financial Group's portfolio in Q3 2020, its #19 holding.
  • LifePlan Financial Group first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's Vanguard Real Estate ETF position peaked at $8.15M in Q4 2014.
  • 1,198 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.