NMM
VNQ icon

Naples Money Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Naples Money 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
2024
Q1 		– Sell
-55
Closed -$4.87K – 451
2023
Q4 		$4.87K Buy
+55
New +$4.36K ﹤0.01% 261

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Naples Money Management's VNQ Position: Q1 2024 in Review

Naples Money Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 55 shares — an estimated $4.87K sold.

Naples Money Management first reported a position in VNQ in Q4 2023 and held it in 1 quarter. The position peaked at $4.87K in Q4 2023. 1,635 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • Naples Money Management reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Naples Money Management sold 55 Vanguard Real Estate ETF shares in Q1 2024, an estimated $4.87K.
  • Naples Money Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Naples Money Management's Vanguard Real Estate ETF position peaked at $4.87K in Q4 2023.
  • 1,635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Naples Money Management's 13F filing for Q1 2024, filed 30 Apr 2024.