Nauset Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Nauset Wealth 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
2022 Q1	$287K	Buy	+2,650	New	+$280K	0.23%	51

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

PCA

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Nauset Wealth Management's VNQ Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2022: 2,650 shares worth $287K. The stake represents 0.23% of the portfolio and ranks #51 among its holdings.

1,640 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

Nauset Wealth Management held 2,650 shares of Vanguard Real Estate ETF worth $287K as of Q1 2022.
Vanguard Real Estate ETF was a new Nauset Wealth Management position in Q1 2022.
Vanguard Real Estate ETF made up 0.23% of Nauset Wealth Management's portfolio in Q1 2022, its #51 holding.
1,640 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.