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Miles Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Miles Capital’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
2020
Q1 		$1.45M Buy
20,712
+831
+4% +$73K 1.56% 12
2019
Q4 		$1.84M Buy
19,881
+597
+3% +$55.3K 1.48% 11
2019
Q3 		$1.8M Buy
19,284
+63
+0.3% +$5.72K 1.48% 11
2019
Q2 		$1.68M Sell
19,221
-595
-3% -$52.1K 1.37% 15
2019
Q1 		$1.72M Sell
19,816
-17
-0.1% -$1.4K 1.49% 11
2018
Q4 		$1.48M Buy
19,833
+206
+1% +$16.2K 1.46% 10
2018
Q3 		$1.58M Buy
19,627
+845
+4% +$69.6K 1.28% 13
2018
Q2 		$1.53M Buy
18,782
+208
+1% +$16.1K 0.94% 13
2018
Q1 		$1.4M Buy
18,574
+2,661
+17% +$204K 0.77% 19
2017
Q4 		$1.32M Buy
15,913
+327
+2% +$27.4K 0.77% 24
2017
Q3 		$1.29M Buy
15,586
+1,560
+11% +$130K 0.73% 24
2017
Q2 		$1.17M Sell
14,026
-22
-0.2% -$1.83K 0.63% 28
2017
Q1 		$1.16M Buy
14,048
+213
+2% +$17.7K 0.65% 30
2016
Q4 		$1.14M Sell
13,835
-15,861
-53% -$1.29M 0.7% 32
2016
Q3 		$2.58M Buy
29,696
+2,404
+9% +$214K 1.74% 5
2016
Q2 		$2.42M Sell
27,292
-605
-2% -$50.8K 1.65% 5
2016
Q1 		$2.34M Buy
27,897
+1,690
+6% +$132K 1.57% 6
2015
Q4 		$2.09M Sell
26,207
-51
-0.2% -$4.04K 1.42% 6
2015
Q3 		$1.98M Buy
26,258
+229
+0.9% +$17.6K 1.43% 7
2015
Q2 		$1.94M Sell
26,029
-7,690
-23% -$615K 1.27% 10
2015
Q1 		$2.84M Sell
33,719
-25,412
-43% -$2.16M 1.69% 7
2014
Q4 		$4.79M Sell
59,131
-598
-1% -$46.9K 2.58% 7
2014
Q3 		$4.29M Sell
59,729
-672
-1% -$50.7K 2.27% 8
2014
Q2 		$4.52M Sell
60,401
-28
-0% -$2.06K 2.28% 8
2014
Q1 		$4.27M Sell
60,429
-2,208
-4% -$151K 2.21% 8
2013
Q4 		$4.04M Buy
62,637
+2,132
+4% +$143K 1.98% 7
2013
Q3 		$4M Sell
60,505
-8,778
-13% -$597K 2.28% 7
2013
Q2 		$4.76M Buy
+69,283
New +$5.03M 2.2% 7

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Miles Capital's VNQ Position: Q1 2020 in Review

Miles Capital increased its Vanguard Real Estate ETF (VNQ) stake by 4.2% in Q1 2020, buying an estimated $73K and bringing the position to 20,712 shares worth $1.45M. The position accounts for 1.56% of the portfolio, ranked #12.

Miles Capital first reported a position in VNQ in Q2 2013 and has held it in 28 quarters since. The position peaked at $4.79M in Q4 2014. 1,273 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

  • Miles Capital held 20,712 shares of Vanguard Real Estate ETF worth $1.45M as of Q1 2020.
  • Miles Capital bought 831 Vanguard Real Estate ETF shares in Q1 2020, an estimated $73K.
  • Vanguard Real Estate ETF made up 1.56% of Miles Capital's portfolio in Q1 2020, its #12 holding.
  • Miles Capital first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 28 quarters since.
  • Miles Capital's Vanguard Real Estate ETF position peaked at $4.79M in Q4 2014.
  • 1,273 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.