NR
VNQ icon

Newfound Research’s Vanguard Real Estate ETF VNQ Stock Holding History

Newfound Research’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
Q3 		– Sell
-4,074
Closed -$320K – 140
2020
Q2 		$320K Buy
4,074
+4,072
+203,600% +$309K 0.4% 38
2020
Q1 		$0 Sell
2
-5,118
-100% -$449K ﹤0.01% 203
2019
Q4 		$475K Sell
5,120
-2,491
-33% -$231K 0.45% 36
2019
Q3 		$710K Buy
7,611
+142
+2% +$12.9K 0.62% 37
2019
Q2 		$653K Sell
7,469
-10,940
-59% -$958K 0.56% 39
2019
Q1 		$1.6M Sell
18,409
-79,534
-81% -$6.57M 1.16% 30
2018
Q4 		$7.3M Buy
97,943
+64,156
+190% +$5.05M 5.07% 3
2018
Q3 		$2.73M Buy
33,787
+17,658
+109% +$1.45M 1.55% 24
2018
Q2 		$1.31M Buy
16,129
+16,128
+1,612,800% +$1.25M 0.74% 24
2018
Q1 		$0 Sell
1
-37,352
-100% -$2.86M ﹤0.01% 261
2017
Q4 		$3.1M Buy
37,353
+2,708
+8% +$227K 1.65% 22
2017
Q3 		$2.88M Buy
34,645
+13,895
+67% +$1.16M 1.65% 21
2017
Q2 		$1.73M Sell
20,750
-6,219
-23% -$519K 1.21% 32
2017
Q1 		$2.23M Buy
+26,969
New +$2.24M 1.74% 28
2016
Q4 		– Sell
-15,016
Closed -$1.3M – 192
2016
Q3 		$1.3M Buy
15,016
+5,768
+62% +$515K 1.24% 27
2016
Q2 		$820K Sell
9,248
-11,669
-56% -$981K 0.86% 27
2016
Q1 		$1.75M Buy
+20,917
New +$1.63M 1.9% 15

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return