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Reilly Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-98
Closed -$8K – 983
2016
Q1 		$8K Buy
+98
New +$7.63K ﹤0.01% 822

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Reilly Financial Advisors's VNQ Position: Q4 2021 in Review

Reilly Financial Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 102% in Q4 2021, buying an estimated $50.2K and bringing the position to 910 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #278.

Reilly Financial Advisors first reported a position in VNQ in Q2 2013 and has held it in 28 quarters since. 1,679 funds tracked by Wall St. Rank hold VNQ as of Q4 2021.

  • Reilly Financial Advisors held 910 shares of Vanguard Real Estate ETF worth $106K as of Q4 2021.
  • Reilly Financial Advisors bought 460 Vanguard Real Estate ETF shares in Q4 2021, an estimated $50.2K.
  • Vanguard Real Estate ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #278 holding.
  • Reilly Financial Advisors first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 28 quarters since.
  • 1,679 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.