PFC
VNQ icon

Personal Financial Consultants’s Vanguard Real Estate ETF VNQ Stock Holding History

Personal Financial Consultants’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
2019
Q2 		$12.2M Sell
139,468
-16,225
-10% -$1.42M 9.15% 3
2019
Q1 		$13.5M Buy
155,693
+12,254
+9% +$1.01M 10.38% 3
2018
Q4 		$10.7M Sell
143,439
-13,602
-9% -$1.07M 9.03% 3
2018
Q3 		$12.7M Buy
+157,041
New +$12.9M 9.23% 3

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Personal Financial Consultants's VNQ Position: Q2 2019 in Review

Personal Financial Consultants reduced its Vanguard Real Estate ETF (VNQ) stake by 10% in Q2 2019, selling an estimated $1.42M and leaving 139,468 shares worth $12.2M. The position accounts for 9.15% of the portfolio, ranked #3.

Personal Financial Consultants first reported a position in VNQ in Q3 2018 and has held it in 4 quarters since. The position peaked at $13.5M in Q1 2019. 1,189 funds tracked by Wall St. Rank hold VNQ as of Q2 2019.

  • Personal Financial Consultants held 139,468 shares of Vanguard Real Estate ETF worth $12.2M as of Q2 2019.
  • Personal Financial Consultants sold 16,225 Vanguard Real Estate ETF shares in Q2 2019, an estimated $1.42M.
  • Vanguard Real Estate ETF made up 9.15% of Personal Financial Consultants's portfolio in Q2 2019, its #3 holding.
  • Personal Financial Consultants first reported a position in Vanguard Real Estate ETF in Q3 2018 and has held it in 4 quarters since.
  • Personal Financial Consultants's Vanguard Real Estate ETF position peaked at $13.5M in Q1 2019.
  • 1,189 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.