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McCutchen Group’s Vanguard Real Estate ETF VNQ Stock Holding History

McCutchen 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
2022
Q3 		$56.8M Buy
708,712
+71,904
+11% +$6.72M 12.24% 4
2022
Q2 		$58M Sell
636,808
-83,518
-12% -$8.32M 11.76% 4
2022
Q1 		$78.1M Buy
720,326
+50,734
+8% +$5.37M 13.59% 2
2021
Q4 		$77.7M Buy
669,592
+46,063
+7% +$5.03M 13.26% 3
2021
Q3 		$63.5M Buy
623,529
+49,251
+9% +$5.22M 11.58% 4
2021
Q2 		$58.5M Buy
574,278
+58,229
+11% +$5.77M 10.72% 4
2021
Q1 		$47.4M Buy
516,049
+64,500
+14% +$5.67M 9.52% 4
2020
Q4 		$38.4M Buy
451,549
+32,442
+8% +$2.69M 8.28% 4
2020
Q3 		$33.1M Buy
419,107
+48,220
+13% +$3.87M 8.17% 4
2020
Q2 		$29.1M Buy
370,887
+10,811
+3% +$820K 7.81% 6
2020
Q1 		$25.2M Sell
360,076
-250,827
-41% -$22M 7.87% 6
2019
Q4 		$56.7M Sell
610,903
-8,697
-1% -$805K 15.45% 2
2019
Q3 		$57.8M Buy
619,600
+66,122
+12% +$6M 17.02% 2
2019
Q2 		$48.4M Buy
553,478
+42,869
+8% +$3.75M 14.9% 3
2019
Q1 		$44.4M Buy
510,609
+45,847
+10% +$3.79M 14.79% 3
2018
Q4 		$34.7M Sell
464,762
-53,986
-10% -$4.25M 12.95% 3
2018
Q3 		$41.9M Buy
518,748
+64,359
+14% +$5.3M 13.62% 3
2018
Q2 		$37M Buy
454,389
+35,989
+9% +$2.79M 12.68% 3
2018
Q1 		$31.6M Buy
418,400
+72,539
+21% +$5.55M 10.94% 3
2017
Q4 		$28.7M Sell
345,861
-16,688
-5% -$1.4M 10.02% 4
2017
Q3 		$30.1M Buy
362,549
+8,448
+2% +$706K 10.61% 3
2017
Q2 		$29.5M Sell
354,101
-25,052
-7% -$2.09M 11.08% 3
2017
Q1 		$31.3M Buy
379,153
+3,757
+1% +$312K 12.44% 3
2016
Q4 		$31M Sell
375,396
-1,132
-0.3% -$92.2K 13.09% 3
2016
Q3 		$32.7M Buy
376,528
+29,861
+9% +$2.66M 13.63% 3
2016
Q2 		$30.7M Buy
346,667
+22,464
+7% +$1.89M 14.11% 3
2016
Q1 		$27.2M Buy
324,203
+76,889
+31% +$5.99M 12.91% 3
2015
Q4 		$19.7M Buy
247,314
+36,812
+17% +$2.91M 9.94% 4
2015
Q3 		$15.9M Buy
210,502
+24,473
+13% +$1.88M 7.98% 4
2015
Q2 		$13.9M Buy
186,029
+11,583
+7% +$926K 6.52% 7
2015
Q1 		$14.7M Buy
174,446
+12,459
+8% +$1.06M 7.25% 5
2014
Q4 		$13.1M Buy
161,987
+12,049
+8% +$945K 6.94% 6
2014
Q3 		$10.8M Buy
149,938
+1,250
+0.8% +$94.3K 6.19% 7
2014
Q2 		$11.1M Buy
148,688
+2,015
+1% +$148K 6.03% 7
2014
Q1 		$10.4M Sell
146,673
-118,169
-45% -$8.09M 5.95% 7
2013
Q4 		$17.1M Buy
264,842
+132,482
+100% +$8.86M 7.02% 5
2013
Q3 		$8.75M Buy
132,360
+10,565
+9% +$718K 6.26% 6
2013
Q2 		$8.37M Buy
+121,795
New +$8.85M 7.58% 6

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

McCutchen Group's VNQ Position: Q3 2022 in Review

McCutchen Group increased its Vanguard Real Estate ETF (VNQ) stake by 11% in Q3 2022, buying an estimated $6.72M and bringing the position to 708,712 shares worth $56.8M. The position accounts for 12.24% of the portfolio, ranked #4.

McCutchen Group first reported a position in VNQ in Q2 2013 and has held it in 38 quarters since. The position peaked at $78.1M in Q1 2022. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • McCutchen Group held 708,712 shares of Vanguard Real Estate ETF worth $56.8M as of Q3 2022.
  • McCutchen Group bought 71,904 Vanguard Real Estate ETF shares in Q3 2022, an estimated $6.72M.
  • Vanguard Real Estate ETF made up 12.24% of McCutchen Group's portfolio in Q3 2022, its #4 holding.
  • McCutchen Group first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 38 quarters since.
  • McCutchen Group's Vanguard Real Estate ETF position peaked at $78.1M in Q1 2022.
  • 1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on McCutchen Group's 13F filing for Q3 2022, filed 2 Nov 2022.