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VNQ icon

Personal Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Personal Capital Advisors’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 		$717M Buy
8,694,759
+920,965
+12% +$76.4M 3.48% 5
2022
Q3 		$623M Buy
7,773,794
+253,178
+3% +$23.7M 3.37% 6
2022
Q2 		$685M Buy
7,520,616
+248,478
+3% +$24.8M 3.59% 5
2022
Q1 		$788M Sell
7,272,138
-257,476
-3% -$27.2M 3.68% 5
2021
Q4 		$875M Buy
7,529,614
+145,176
+2% +$15.9M 4.03% 5
2021
Q3 		$752M Buy
7,384,438
+213,010
+3% +$22.6M 3.77% 5
2021
Q2 		$730M Buy
7,171,428
+314,137
+5% +$31.2M 3.79% 5
2021
Q1 		$630M Buy
6,857,291
+736,969
+12% +$64.8M 3.65% 5
2020
Q4 		$520M Buy
6,120,322
+449,199
+8% +$37.3M 3.32% 5
2020
Q3 		$448M Buy
5,671,123
+388,987
+7% +$31.2M 3.37% 6
2020
Q2 		$415M Buy
5,282,136
+474,412
+10% +$36M 3.43% 6
2020
Q1 		$314M Buy
4,807,724
+243,187
+5% +$21.4M 3.09% 7
2019
Q4 		$424M Buy
4,564,537
+347,932
+8% +$32.2M 3.57% 5
2019
Q3 		$393M Buy
4,216,605
+199,500
+5% +$18.1M 3.75% 5
2019
Q2 		$351M Buy
4,017,105
+99,812
+3% +$8.74M 3.57% 5
2019
Q1 		$340M Buy
3,917,293
+232,483
+6% +$19.2M 3.82% 5
2018
Q4 		$275M Buy
3,684,810
+194,679
+6% +$15.3M 3.68% 5
2018
Q3 		$282M Buy
3,490,131
+125,142
+4% +$10.3M 3.61% 5
2018
Q2 		$274M Buy
3,364,989
+253,240
+8% +$19.6M 3.86% 5
2018
Q1 		$235M Buy
3,111,749
+569,653
+22% +$43.6M 3.66% 5
2017
Q4 		$211M Buy
2,542,096
+263,012
+12% +$22M 3.6% 5
2017
Q3 		$189M Buy
2,279,084
+153,160
+7% +$12.8M 3.69% 5
2017
Q2 		$177M Buy
2,125,924
+172,104
+9% +$14.4M 3.87% 5
2017
Q1 		$160M Buy
1,953,820
+225,368
+13% +$18.7M 4.03% 4
2016
Q4 		$143M Buy
1,728,452
+293,302
+20% +$23.9M 4.25% 3
2016
Q3 		$125M Buy
1,435,150
+145,497
+11% +$13M 4.22% 3
2016
Q2 		$114M Buy
1,289,653
+150,883
+13% +$12.7M 4.4% 3
2016
Q1 		$95.4M Buy
1,138,770
+77,912
+7% +$6.06M 4.4% 3
2015
Q4 		$84.6M Buy
1,060,858
+113,817
+12% +$9.01M 4.63% 2
2015
Q3 		$71.5M Buy
947,041
+104,662
+12% +$8.04M 4.7% 3
2015
Q2 		$62.9M Buy
842,379
+180,033
+27% +$14.4M 4.36% 3
2015
Q1 		$56.4M Buy
662,346
+62,197
+10% +$5.28M 4.56% 3
2014
Q4 		$48.6M Buy
600,149
+110,704
+23% +$8.68M 4.97% 3
2014
Q3 		$35.2M Buy
489,445
+118,605
+32% +$8.95M 4.52% 3
2014
Q2 		$27.8M Buy
370,840
+84,595
+30% +$6.22M 4.6% 3
2014
Q1 		$20.2M Buy
286,245
+89,430
+45% +$6.12M 4.55% 3
2013
Q4 		$12.7M Buy
+196,815
New +$13.2M 4.03% 3

Other funds holding VNQ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Personal Capital Advisors's VNQ Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 12% in Q4 2022, buying an estimated $76.4M and bringing the position to 8,694,759 shares worth $717M. The position accounts for 3.48% of the portfolio, ranked #5.

Personal Capital Advisors first reported a position in VNQ in Q4 2013 and has held it in 37 quarters since. The position peaked at $875M in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Personal Capital Advisors held 8,694,759 shares of Vanguard Real Estate ETF worth $717M as of Q4 2022.
  • Personal Capital Advisors bought 920,965 Vanguard Real Estate ETF shares in Q4 2022, an estimated $76.4M.
  • Vanguard Real Estate ETF made up 3.48% of Personal Capital Advisors's portfolio in Q4 2022, its #5 holding.
  • Personal Capital Advisors first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 37 quarters since.
  • Personal Capital Advisors's Vanguard Real Estate ETF position peaked at $875M in Q4 2021.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.