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SBK Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

SBK Financial’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
2022
Q4 		$359K Hold
4,352
– – 0.57% 54
2022
Q3 		$349K Hold
4,352
– – 0.54% 51
2022
Q2 		$397K Sell
4,352
-265
-6% -$26.4K 0.52% 49
2022
Q1 		$500K Hold
4,617
– – 0.5% 46
2021
Q4 		$536K Buy
+4,617
New +$504K 0.43% 47

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SBK Financial's VNQ Position: Q4 2022 in Review

SBK Financial held its Vanguard Real Estate ETF (VNQ) position steady in Q4 2022 at 4,352 shares worth $359K. The position accounts for 0.57% of the portfolio, ranked #54.

SBK Financial first reported a position in VNQ in Q4 2021 and has held it in 5 quarters since. The position peaked at $536K in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • SBK Financial held 4,352 shares of Vanguard Real Estate ETF worth $359K as of Q4 2022.
  • SBK Financial left its Vanguard Real Estate ETF share count unchanged in Q4 2022.
  • Vanguard Real Estate ETF made up 0.57% of SBK Financial's portfolio in Q4 2022, its #54 holding.
  • SBK Financial first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 5 quarters since.
  • SBK Financial's Vanguard Real Estate ETF position peaked at $536K in Q4 2021.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.