Madison Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Madison Wealth Management’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	$2.87M	Buy	37,975 +1,307	+4%	+$108K	0.6%	51
2023 Q2	$3.06M	Buy	36,668 +585	+2%	+$47.9K	0.62%	53
2023 Q1	$3M	Sell	36,083 -1,568	-4%	-$135K	0.65%	48
2022 Q4	$3.11M	Buy	37,651 +2,188	+6%	+$181K	0.71%	44
2022 Q3	$2.84M	Buy	35,463 +6,518	+23%	+$609K	0.7%	45
2022 Q2	$2.64M	Buy	28,945 +1,507	+5%	+$150K	0.64%	48
2022 Q1	$2.97M	Buy	27,438 +3,523	+15%	+$373K	0.62%	48
2021 Q4	$2.77M	Buy	23,915 +3,176	+15%	+$347K	0.56%	51
2021 Q3	$2.11M	Buy	20,739 +624	+3%	+$66.2K	0.46%	56
2021 Q2	$2.05M	Buy	20,115 +287	+1%	+$28.5K	0.45%	60
2021 Q1	$1.82M	Buy	19,828 +5,090	+35%	+$447K	0.45%	59
2020 Q4	$1.25M	Buy	14,738 +507	+4%	+$42K	0.33%	64
2020 Q3	$1.12M	Sell	14,231 -245	-2%	-$19.7K	0.34%	59
2020 Q2	$1.14M	Buy	14,476 +5,196	+56%	+$394K	0.37%	58
2020 Q1	$648K	Buy	+9,280	New	+$815K	0.26%	75

Other funds holding VNQ

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Madison Wealth Management's VNQ Position: Q3 2023 in Review

Madison Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 3.6% in Q3 2023, buying an estimated $108K and bringing the position to 37,975 shares worth $2.87M. The position accounts for 0.6% of the portfolio, ranked #51.

Madison Wealth Management first reported a position in VNQ in Q1 2020 and has held it in 15 quarters since. The position peaked at $3.11M in Q4 2022. 1,523 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

Madison Wealth Management held 37,975 shares of Vanguard Real Estate ETF worth $2.87M as of Q3 2023.
Madison Wealth Management bought 1,307 Vanguard Real Estate ETF shares in Q3 2023, an estimated $108K.
Vanguard Real Estate ETF made up 0.6% of Madison Wealth Management's portfolio in Q3 2023, its #51 holding.
Madison Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2020 and has held it in 15 quarters since.
Madison Wealth Management's Vanguard Real Estate ETF position peaked at $3.11M in Q4 2022.
1,523 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.