Madison Investment Holdings’s Vanguard Real Estate ETF VNQ Stock Holding History

Madison Investment Holdings’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
2018 Q4	–	Sell	-6,824	Closed	-$551K	–	261
2018 Q3	$551K	Buy	6,824 +313	+5%	+$25.8K	0.01%	229
2018 Q2	$530K	Buy	6,511 +356	+6%	+$27.6K	0.01%	229
2018 Q1	$465K	Buy	6,155 +30	+0.5%	+$2.3K	0.01%	222
2017 Q4	$508K	Buy	6,125 +135	+2%	+$11.3K	0.01%	225
2017 Q3	$498K	Buy	5,990 +1,086	+22%	+$90.7K	0.01%	225
2017 Q2	$408K	Buy	4,904 +1,231	+34%	+$103K	0.01%	227
2017 Q1	$303K	Buy	3,673 +122	+3%	+$10.1K	0.01%	237
2016 Q4	$293K	Buy	3,551 +884	+33%	+$72K	0.01%	238
2016 Q3	$231K	Buy	2,667 +13	+0.5%	+$1.16K	﹤0.01%	237
2016 Q2	$235K	Buy	+2,654	New	+$223K	﹤0.01%	237

Other funds holding VNQ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Madison Investment Holdings's VNQ Position: Q4 2018 in Review

Madison Investment Holdings sold out of Vanguard Real Estate ETF (VNQ) in Q4 2018, closing a stake of 6,824 shares — an estimated $551K sold.

Madison Investment Holdings first reported a position in VNQ in Q2 2016 and held it in 10 quarters. The position peaked at $551K in Q3 2018. 1,119 funds tracked by Wall St. Rank hold VNQ as of Q4 2018.

Madison Investment Holdings reported no remaining Vanguard Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Madison Investment Holdings sold 6,824 Vanguard Real Estate ETF shares in Q4 2018, an estimated $551K.
Madison Investment Holdings first reported a position in Vanguard Real Estate ETF in Q2 2016 and held it in 10 quarters.
Madison Investment Holdings's Vanguard Real Estate ETF position peaked at $551K in Q3 2018.
1,119 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2018.

Based on Madison Investment Holdings's 13F filing for Q4 2018, filed 8 Feb 2019.