Oldfather Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Oldfather Financial Services’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
2023 Q2	–	Sell	-22,080	Closed	-$1.83M	–	64
2023 Q1	$1.83M	Hold	22,080	–	–	0.95%	20
2022 Q4	$1.82M	Sell	22,080 -1,819	-8%	-$151K	1.04%	18
2022 Q3	$1.92M	Buy	23,899 +13	+0.1%	+$1.22K	1.2%	18
2022 Q2	$2.28M	Sell	23,886 -7,787	-25%	-$776K	1.3%	18
2022 Q1	$3.45M	Buy	31,673 +25	+0.1%	+$2.65K	1.87%	15
2021 Q4	$3.28M	Buy	31,648 +503	+2%	+$54.9K	1.72%	16
2021 Q3	$3.42M	Buy	31,145 +282	+0.9%	+$29.9K	1.76%	15
2021 Q2	$3.25M	Buy	30,863 +9,958	+48%	+$988K	1.78%	15
2021 Q1	$1.96M	Buy	20,905 +2,203	+12%	+$194K	1.13%	18
2020 Q4	$1.65M	Sell	18,702 -1,688	-8%	-$140K	0.98%	20
2020 Q3	$1.65M	Buy	20,390 +2,458	+14%	+$197K	1.18%	18
2020 Q2	$1.46M	Buy	+17,932	New	+$1.36M	1.13%	17

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Oldfather Financial Services's VNQ Position: Q2 2023 in Review

Oldfather Financial Services sold out of Vanguard Real Estate ETF (VNQ) in Q2 2023, closing a stake of 22,080 shares — an estimated $1.83M sold.

Oldfather Financial Services first reported a position in VNQ in Q2 2020 and held it in 12 quarters. The position peaked at $3.45M in Q1 2022. 1,552 funds tracked by Wall St. Rank hold VNQ as of Q2 2023.

Oldfather Financial Services reported no remaining Vanguard Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Oldfather Financial Services sold 22,080 Vanguard Real Estate ETF shares in Q2 2023, an estimated $1.83M.
Oldfather Financial Services first reported a position in Vanguard Real Estate ETF in Q2 2020 and held it in 12 quarters.
Oldfather Financial Services's Vanguard Real Estate ETF position peaked at $3.45M in Q1 2022.
1,552 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2023.

Based on Oldfather Financial Services's 13F filing for Q2 2023, filed 27 Jul 2023.