Migdal Insurance & Financial Holdings’s Vanguard Real Estate ETF VNQ Stock Holding History

Migdal Insurance & Financial Holdings’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
2024 Q4	–	Sell	-199	Closed	-$19K	–	493
2024 Q3	$19K	Hold	199	–	–	﹤0.01%	297
2024 Q2	$17K	Hold	199	–	–	﹤0.01%	382
2024 Q1	$17K	Hold	199	–	–	﹤0.01%	311
2023 Q4	$18K	Hold	199	–	–	﹤0.01%	389
2023 Q3	$15K	Hold	199	–	–	﹤0.01%	391
2023 Q2	$17K	Hold	199	–	–	﹤0.01%	381
2023 Q1	$17K	Hold	199	–	–	﹤0.01%	430
2022 Q4	$16K	Hold	199	–	–	﹤0.01%	429
2022 Q3	$16K	Sell	199 -995	-83%	-$93K	﹤0.01%	417
2022 Q2	$109K	Hold	1,194	–	–	﹤0.01%	301
2022 Q1	$129K	Buy	1,194 +995	+500%	+$105K	﹤0.01%	317
2021 Q4	$23K	Hold	199	–	–	﹤0.01%	546
2021 Q3	$20K	Hold	199	–	–	﹤0.01%	552
2021 Q2	$20K	Buy	+199	New	+$19.7K	﹤0.01%	517
2018 Q2	–	Sell	-142,455	Closed	-$10.8M	–	767
2018 Q1	$10.8M	Sell	142,455 -321,982	-69%	-$24.6M	0.25%	79
2017 Q4	$38.5M	Buy	464,437 +4,499	+1%	+$377K	0.96%	29
2017 Q3	$38.1M	Buy	459,938 +237,219	+107%	+$19.8M	0.9%	31
2017 Q2	$18.5M	Sell	222,719 -101,195	-31%	-$8.44M	0.42%	56
2017 Q1	$26.8M	Buy	+323,914	New	+$26.9M	0.64%	41

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings's VNQ Position: Q4 2024 in Review

Migdal Insurance & Financial Holdings sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 199 shares — an estimated $19K sold.

Migdal Insurance & Financial Holdings first reported a position in VNQ in Q1 2017 and held it in 19 quarters. The position peaked at $38.5M in Q4 2017. 1,735 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

Migdal Insurance & Financial Holdings reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 199 Vanguard Real Estate ETF shares in Q4 2024, an estimated $19K.
Migdal Insurance & Financial Holdings first reported a position in Vanguard Real Estate ETF in Q1 2017 and held it in 19 quarters.
Migdal Insurance & Financial Holdings's Vanguard Real Estate ETF position peaked at $38.5M in Q4 2017.
1,735 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2024, filed 28 Jan 2025.