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Meristem Family Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Meristem Family Wealth’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
Q1 		$1.09M Buy
10,098
+959
+10% +$101K 0.12% 98
2021
Q4 		$1.06M Sell
9,139
-18
-0.2% -$1.97K 0.09% 125
2021
Q3 		$932K Sell
9,157
-9
-0.1% -$955 0.09% 146
2021
Q2 		$933K Buy
9,166
+2,575
+39% +$255K 0.15% 99
2021
Q1 		$605K Buy
6,591
+425
+7% +$37.4K 0.12% 113
2020
Q4 		$524K Sell
6,166
-287
-4% -$23.8K 0.11% 116
2020
Q3 		$510K Buy
6,453
+200
+3% +$16.1K 0.13% 97
2020
Q2 		$491K Buy
6,253
+50
+0.8% +$3.79K 0.13% 103
2020
Q1 		$433K Buy
6,203
+1,750
+39% +$154K 0.13% 102
2019
Q4 		$413K Buy
4,453
+421
+10% +$39K 0.1% 118
2019
Q3 		$376K Hold
4,032
– – 0.1% 123
2019
Q2 		$352K Sell
4,032
-152
-4% -$13.3K 0.11% 110
2019
Q1 		$364K Buy
4,184
+67
+2% +$5.54K 0.12% 90
2018
Q4 		$307K Sell
4,117
-419
-9% -$33K 0.11% 94
2018
Q3 		$366K Sell
4,536
-359
-7% -$29.6K 0.13% 93
2018
Q2 		$399K Buy
4,895
+217
+5% +$16.8K 0.14% 77
2018
Q1 		$353K Buy
+4,678
New +$358K 0.13% 91

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Meristem Family Wealth's VNQ Position: Q1 2022 in Review

Meristem Family Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 10% in Q1 2022, buying an estimated $101K and bringing the position to 10,098 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #98.

Meristem Family Wealth first reported a position in VNQ in Q1 2018 and has held it in 17 quarters since. 1,642 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

  • Meristem Family Wealth held 10,098 shares of Vanguard Real Estate ETF worth $1.09M as of Q1 2022.
  • Meristem Family Wealth bought 959 Vanguard Real Estate ETF shares in Q1 2022, an estimated $101K.
  • Vanguard Real Estate ETF made up 0.12% of Meristem Family Wealth's portfolio in Q1 2022, its #98 holding.
  • Meristem Family Wealth first reported a position in Vanguard Real Estate ETF in Q1 2018 and has held it in 17 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.