MAFM
VNQ icon

Mid Atlantic Financial Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$8.98M Buy
88,282
+8,332
+10% +$884K 0.6% 21
2021
Q2 		$8.14M Sell
79,950
-6,594
-8% -$654K 0.55% 29
2021
Q1 		$7.95M Sell
86,544
-4,728
-5% -$416K 0.58% 31
2020
Q4 		$7.75M Buy
91,272
+639
+0.7% +$53K 0.59% 29
2020
Q3 		$7.5M Sell
90,633
-3,343
-4% -$268K 0.65% 23
2020
Q2 		$7.38M Buy
93,976
+13,778
+17% +$1.04M 0.71% 28
2020
Q1 		$5.6M Buy
80,198
+5,669
+8% +$498K 0.64% 31
2019
Q4 		$6.92M Buy
74,529
+5,736
+8% +$531K 0.65% 27
2019
Q3 		$6.42M Buy
68,793
+8,752
+15% +$795K 0.68% 23
2019
Q2 		$5.25M Sell
60,041
-3,817
-6% -$334K 0.55% 27
2019
Q1 		$5.55M Buy
63,858
+67
+0.1% +$5.54K 0.61% 24
2018
Q4 		$4.76M Buy
+63,791
New +$5.03M 0.59% 31

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mid Atlantic Financial Management's VNQ Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Vanguard Real Estate ETF (VNQ) stake by 10% in Q3 2021, buying an estimated $884K and bringing the position to 88,282 shares worth $8.98M. The position accounts for 0.6% of the portfolio, ranked #21.

Mid Atlantic Financial Management first reported a position in VNQ in Q4 2018 and has held it in 12 quarters since. 1,437 funds tracked by Wall St. Rank hold VNQ as of Q3 2021.

  • Mid Atlantic Financial Management held 88,282 shares of Vanguard Real Estate ETF worth $8.98M as of Q3 2021.
  • Mid Atlantic Financial Management bought 8,332 Vanguard Real Estate ETF shares in Q3 2021, an estimated $884K.
  • Vanguard Real Estate ETF made up 0.6% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #21 holding.
  • Mid Atlantic Financial Management first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 12 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.