MidWestOne Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

MidWestOne Financial 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 Q2	–	Sell	-3,443	Closed	-$373K	–	240
2022 Q1	$373K	Sell	3,443 -78	-2%	-$8.26K	0.08%	194
2021 Q4	$408K	Hold	3,521	–	–	0.09%	186
2021 Q3	$358K	Hold	3,521	–	–	0.08%	184
2021 Q2	$358K	Sell	3,521 -7	-0.2%	-$694	0.08%	182
2021 Q1	$324K	Hold	3,528	–	–	0.08%	182
2020 Q4	$300K	Hold	3,528	–	–	0.08%	174
2020 Q3	$279K	Hold	3,528	–	–	0.09%	174
2020 Q2	$277K	Sell	3,528 -12	-0.3%	-$910	0.12%	113
2020 Q1	$247K	Hold	3,540	–	–	0.09%	170
2019 Q4	$328K	Buy	+3,540	New	+$328K	0.07%	180

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

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

MidWestOne Financial Group's VNQ Position: Q2 2022 in Review

MidWestOne Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q2 2022, closing a stake of 3,443 shares — an estimated $373K sold.

MidWestOne Financial Group first reported a position in VNQ in Q4 2019 and held it in 10 quarters. The position peaked at $408K in Q4 2021. 1,575 funds tracked by Wall St. Rank hold VNQ as of Q2 2022.

MidWestOne Financial Group reported no remaining Vanguard Real Estate ETF position as of Q2 2022 after selling out during the quarter.
MidWestOne Financial Group sold 3,443 Vanguard Real Estate ETF shares in Q2 2022, an estimated $373K.
MidWestOne Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 10 quarters.
MidWestOne Financial Group's Vanguard Real Estate ETF position peaked at $408K in Q4 2021.
1,575 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2022.

Based on MidWestOne Financial Group's 13F filing for Q2 2022, filed 16 Aug 2022.