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OmniStar Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

OmniStar Financial Group’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
Q4 		– Sell
-2,051
Closed -$201K – 129
2024
Q3 		$201K Sell
2,051
-14,808
-88% -$1.36M 0.15% 121
2024
Q2 		$1.41M Sell
16,859
-761
-4% -$62.8K 1.28% 15
2024
Q1 		$1.52M Buy
+17,620
New +$1.51M 1.4% 13

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OmniStar Financial Group's VNQ Position: Q4 2024 in Review

OmniStar Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,051 shares — an estimated $201K sold.

OmniStar Financial Group first reported a position in VNQ in Q1 2024 and held it in 3 quarters. The position peaked at $1.52M in Q1 2024. 1,735 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • OmniStar Financial Group reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • OmniStar Financial Group sold 2,051 Vanguard Real Estate ETF shares in Q4 2024, an estimated $201K.
  • OmniStar Financial Group first reported a position in Vanguard Real Estate ETF in Q1 2024 and held it in 3 quarters.
  • OmniStar Financial Group's Vanguard Real Estate ETF position peaked at $1.52M in Q1 2024.
  • 1,735 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on OmniStar Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.