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VNQ icon

Private Management Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Private Management 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
Q1 		– Sell
-4,209
Closed -$372K – 210
2023
Q4 		$372K Buy
4,209
+14
+0.3% +$1.11K 0.01% 164
2023
Q3 		$317K Sell
4,195
-2,000
-32% -$165K 0.01% 157
2023
Q2 		$518K Hold
6,195
– – 0.02% 143
2023
Q1 		$514K Sell
6,195
-103
-2% -$8.85K 0.02% 146
2022
Q4 		$519K Hold
6,298
– – 0.02% 144
2022
Q3 		$505K Sell
6,298
-122
-2% -$11.4K 0.02% 141
2022
Q2 		$585K Buy
6,420
+5
+0.1% +$498 0.03% 125
2022
Q1 		$695K Hold
6,415
– – 0.03% 115
2021
Q4 		$744K Hold
6,415
– – 0.03% 116
2021
Q3 		$653K Buy
6,415
+100
+2% +$10.6K 0.03% 114
2021
Q2 		$643K Hold
6,315
– – 0.03% 111
2021
Q1 		$580K Hold
6,315
– – 0.03% 103
2020
Q4 		$536K Hold
6,315
– – 0.03% 108
2020
Q3 		$499K Hold
6,315
– – 0.03% 103
2020
Q2 		$496K Hold
6,315
– – 0.03% 104
2020
Q1 		$441K Hold
6,315
– – 0.04% 105
2019
Q4 		$586K Buy
6,315
+33
+0.5% +$3.06K 0.03% 110
2019
Q3 		$586K Sell
6,282
-52
-0.8% -$4.72K 0.03% 106
2019
Q2 		$554K Buy
6,334
+24
+0.4% +$2.1K 0.03% 109
2019
Q1 		$548K Buy
6,310
+182
+3% +$15K 0.03% 107
2018
Q4 		$457K Buy
6,128
+28
+0.5% +$2.21K 0.03% 106
2018
Q3 		$492K Buy
+6,100
New +$502K 0.02% 108

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Private Management Group's VNQ Position: Q1 2024 in Review

Private Management Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 4,209 shares — an estimated $372K sold.

Private Management Group first reported a position in VNQ in Q3 2018 and held it in 22 quarters. The position peaked at $744K in Q4 2021. 1,633 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

  • Private Management Group reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Private Management Group sold 4,209 Vanguard Real Estate ETF shares in Q1 2024, an estimated $372K.
  • Private Management Group first reported a position in Vanguard Real Estate ETF in Q3 2018 and held it in 22 quarters.
  • Private Management Group's Vanguard Real Estate ETF position peaked at $744K in Q4 2021.
  • 1,633 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

Based on Private Management Group's 13F filing for Q1 2024, filed 8 May 2024.