SFSIG
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San Francisco Sentry Investment Group’s Vanguard Real Estate ETF VNQ Stock Holding History

San Francisco Sentry Investment 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
2020
Q3 		– Sell
-1,300
Closed -$102K – 697
2020
Q2 		$102K Buy
+1,300
New +$98.6K 0.05% 260
2019
Q4 		– Sell
-1,000
Closed -$93K – 951
2019
Q3 		$93K Buy
+1,000
New +$90.8K 0.04% 289

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

San Francisco Sentry Investment Group's VNQ Position: Q2 2021 in Review

San Francisco Sentry Investment Group increased its Vanguard Real Estate ETF (VNQ) stake by 9.1% in Q2 2021, buying an estimated $56.5K and bringing the position to 6,818 shares worth $694K. The position accounts for 0.36% of the portfolio, ranked #77.

San Francisco Sentry Investment Group first reported a position in VNQ in Q1 2014 and has held it in 18 quarters since. The position peaked at $3.27M in Q4 2019. 1,404 funds tracked by Wall St. Rank hold VNQ as of Q2 2021.

  • San Francisco Sentry Investment Group held 6,818 shares of Vanguard Real Estate ETF worth $694K as of Q2 2021.
  • San Francisco Sentry Investment Group bought 570 Vanguard Real Estate ETF shares in Q2 2021, an estimated $56.5K.
  • Vanguard Real Estate ETF made up 0.36% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #77 holding.
  • San Francisco Sentry Investment Group first reported a position in Vanguard Real Estate ETF in Q1 2014 and has held it in 18 quarters since.
  • San Francisco Sentry Investment Group's Vanguard Real Estate ETF position peaked at $3.27M in Q4 2019.
  • 1,404 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.