Quantitative Strategies’s Vanguard Real Estate ETF VNQ Stock Holding History

Quantitative Strategies’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	$7.29M	Buy	81,788 +302	+0.4%	+$28.5K	3.9%	9
2024 Q3	$7.94M	Sell	81,486 -3,953	-5%	-$364K	4.21%	8
2024 Q2	$7.16M	Buy	85,439 +4,001	+5%	+$330K	4.08%	8
2024 Q1	$7.04M	Buy	81,438 +968	+1%	+$82.7K	4.06%	10
2023 Q4	$7.11M	Buy	80,470 +2,574	+3%	+$204K	4.31%	8
2023 Q3	$5.89M	Buy	77,896 +3,251	+4%	+$268K	3.97%	10
2023 Q2	$6.24M	Buy	+74,645	New	+$6.12M	4.19%	8

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quantitative Strategies's VNQ Position: Q4 2024 in Review

Quantitative Strategies increased its Vanguard Real Estate ETF (VNQ) stake by 0.37% in Q4 2024, buying an estimated $28.5K and bringing the position to 81,788 shares worth $7.29M. The position accounts for 3.9% of the portfolio, ranked #9.

Quantitative Strategies first reported a position in VNQ in Q2 2023 and has held it in 7 quarters since. The position peaked at $7.94M in Q3 2024. 1,734 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

Quantitative Strategies held 81,788 shares of Vanguard Real Estate ETF worth $7.29M as of Q4 2024.
Quantitative Strategies bought 302 Vanguard Real Estate ETF shares in Q4 2024, an estimated $28.5K.
Vanguard Real Estate ETF made up 3.9% of Quantitative Strategies's portfolio in Q4 2024, its #9 holding.
Quantitative Strategies first reported a position in Vanguard Real Estate ETF in Q2 2023 and has held it in 7 quarters since.
Quantitative Strategies's Vanguard Real Estate ETF position peaked at $7.94M in Q3 2024.
1,734 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Quantitative Strategies's 13F filing for Q4 2024, filed 7 Feb 2025.