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Pathstone Family Office’s Vanguard Real Estate ETF VNQ Stock Holding History

Pathstone Family Office’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
Q4 		– Sell
-100,000
Closed -$1.31M – 1598
2022
Q3 		$1.31M Buy
100,000
+50,000
+100% +$4.68M 0.01% 618
2022
Q2 		$355K Buy
+50,000
New +$4.98M 0.01% 716

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pathstone Family Office's VNQ Position: Q3 2023 in Review

Pathstone Family Office increased its Vanguard Real Estate ETF (VNQ) stake by 98% in Q3 2023, buying an estimated $14.4M and bringing the position to 352,772 shares worth $26.7M. The position accounts for 0.2% of the portfolio, ranked #76.

Pathstone Family Office first reported a position in VNQ in Q2 2013 and has held it in 30 quarters since. The position peaked at $50.7M in Q3 2022. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

  • Pathstone Family Office held 352,772 shares of Vanguard Real Estate ETF worth $26.7M as of Q3 2023.
  • Pathstone Family Office bought 174,179 Vanguard Real Estate ETF shares in Q3 2023, an estimated $14.4M.
  • Vanguard Real Estate ETF made up 0.2% of Pathstone Family Office's portfolio in Q3 2023, its #76 holding.
  • Pathstone Family Office first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 30 quarters since.
  • Pathstone Family Office's Vanguard Real Estate ETF position peaked at $50.7M in Q3 2022.
  • 1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.