MCM
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Maryland Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Maryland Capital 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
2022
Q3 		$6.62M Buy
82,532
+572
+0.7% +$53.5K 0.55% 55
2022
Q2 		$7.47M Sell
81,960
-201
-0.2% -$20K 0.59% 52
2022
Q1 		$8.9M Buy
82,161
+2,484
+3% +$263K 0.56% 55
2021
Q4 		$9.24M Sell
79,677
-1,892
-2% -$207K 0.5% 52
2021
Q3 		$8.3M Sell
81,569
-537
-0.7% -$57K 0.5% 49
2021
Q2 		$8.36M Sell
82,106
-502
-0.6% -$49.8K 0.5% 49
2021
Q1 		$7.59M Sell
82,608
-4,706
-5% -$414K 0.51% 51
2020
Q4 		$7.42M Buy
87,314
+1,390
+2% +$115K 0.52% 49
2020
Q3 		$6.79M Sell
85,924
-7,388
-8% -$593K 0.56% 46
2020
Q2 		$7.33M Sell
93,312
-3,130
-3% -$237K 0.68% 39
2020
Q1 		$6.74M Sell
96,442
-1,212
-1% -$106K 0.8% 35
2019
Q4 		$9.06M Sell
97,654
-4,910
-5% -$455K 0.96% 31
2019
Q3 		$9.56M Sell
102,564
-4,057
-4% -$368K 1.09% 30
2019
Q2 		$9.32M Buy
106,621
+938
+0.9% +$82.1K 1.1% 28
2019
Q1 		$9.18M Sell
105,683
-4,080
-4% -$337K 1.14% 30
2018
Q4 		$8.19M Buy
109,763
+2,657
+2% +$209K 1.18% 30
2018
Q3 		$8.64M Buy
107,106
+540
+0.5% +$44.5K 1.13% 28
2018
Q2 		$8.68M Sell
106,566
-892
-0.8% -$69.1K 1.21% 29
2018
Q1 		$8.11M Buy
107,458
+1,329
+1% +$102K 1.17% 29
2017
Q4 		$8.81M Buy
106,129
+598
+0.6% +$50.1K 1.3% 26
2017
Q3 		$8.77M Sell
105,531
-5,254
-5% -$439K 1.35% 24
2017
Q2 		$9.22M Buy
110,785
+13,035
+13% +$1.09M 1.33% 26
2017
Q1 		$8.07M Buy
97,750
+2,578
+3% +$214K 1.21% 27
2016
Q4 		$7.85M Buy
95,172
+9,347
+11% +$761K 1.21% 30
2016
Q3 		$7.44M Buy
85,825
+4,014
+5% +$358K 1.12% 30
2016
Q2 		$7.25M Buy
81,811
+2,123
+3% +$178K 1.14% 32
2016
Q1 		$6.68M Sell
79,688
-5,414
-6% -$421K 0.96% 31
2015
Q4 		$6.79M Sell
85,102
-1,803
-2% -$143K 1% 28
2015
Q3 		$6.57M Sell
86,905
-1,091
-1% -$83.8K 1.11% 29
2015
Q2 		$6.57M Buy
87,996
+93
+0.1% +$7.43K 1.02% 31
2015
Q1 		$7.41M Buy
87,903
+3,215
+4% +$273K 1.16% 27
2014
Q4 		$6.86M Buy
84,688
+19,831
+31% +$1.56M 1.13% 31
2014
Q3 		$4.66M Buy
64,857
+1,400
+2% +$106K 0.81% 34
2014
Q2 		$4.75M Buy
63,457
+105
+0.2% +$7.72K 0.83% 34
2014
Q1 		$4.47M Sell
63,352
-4,156
-6% -$285K 0.82% 33
2013
Q4 		$4.36M Buy
67,508
+2,900
+4% +$194K 0.69% 34
2013
Q3 		$4.27M Sell
64,608
-4,715
-7% -$320K 0.69% 38
2013
Q2 		$4.76M Buy
+69,323
New +$5.04M 0.83% 33

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Maryland Capital Management's VNQ Position: Q3 2022 in Review

Maryland Capital Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.7% in Q3 2022, buying an estimated $53.5K and bringing the position to 82,532 shares worth $6.62M. The position accounts for 0.55% of the portfolio, ranked #55.

Maryland Capital Management first reported a position in VNQ in Q2 2013 and has held it in 38 quarters since. The position peaked at $9.56M in Q3 2019. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • Maryland Capital Management held 82,532 shares of Vanguard Real Estate ETF worth $6.62M as of Q3 2022.
  • Maryland Capital Management bought 572 Vanguard Real Estate ETF shares in Q3 2022, an estimated $53.5K.
  • Vanguard Real Estate ETF made up 0.55% of Maryland Capital Management's portfolio in Q3 2022, its #55 holding.
  • Maryland Capital Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 38 quarters since.
  • Maryland Capital Management's Vanguard Real Estate ETF position peaked at $9.56M in Q3 2019.
  • 1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.