SNS Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

SNS Financial 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 Q3	–	Sell	-2,332	Closed	-$201K	–	200
2024 Q2	$201K	Sell	2,332 -8,113	-78%	-$670K	0.02%	186
2024 Q1	$903K	Sell	10,445 -157	-1%	-$13.4K	0.1%	88
2023 Q4	$937K	Sell	10,602 -691	-6%	-$54.8K	0.11%	85
2023 Q3	$863K	Sell	11,293 -407	-3%	-$33.6K	0.11%	82
2023 Q2	$988K	Sell	11,700 -2,544	-18%	-$208K	0.13%	80
2023 Q1	$1.18M	Buy	14,244 +216	+2%	+$18.6K	0.16%	75
2022 Q4	$1.16M	Sell	14,028 -508	-3%	-$42.1K	0.16%	79
2022 Q3	$1.17M	Buy	14,536 +46	+0.3%	+$4.3K	0.17%	75
2022 Q2	$1.32M	Sell	14,490 -811	-5%	-$80.8K	0.17%	73
2022 Q1	$1.66M	Buy	15,301 +120	+0.8%	+$12.7K	0.18%	73
2021 Q4	$1.76M	Sell	15,181 -817	-5%	-$89.2K	0.19%	74
2021 Q3	$1.63M	Buy	15,998 +214	+1%	+$22.7K	0.2%	70
2021 Q2	$1.61M	Sell	15,784 -526	-3%	-$52.2K	0.2%	67
2021 Q1	$1.5M	Sell	16,310 -2,129	-12%	-$187K	0.2%	74
2020 Q4	$1.57M	Buy	18,439 +8,225	+81%	+$682K	0.22%	63
2020 Q3	$806K	Sell	10,214 -1,957	-16%	-$157K	0.13%	94
2020 Q2	$956K	Sell	12,171 -2,718	-18%	-$206K	0.17%	81
2020 Q1	$1.04M	Sell	14,889 -2,574	-15%	-$226K	0.2%	85
2019 Q4	$1.62M	Sell	17,463 -29	-0.2%	-$2.69K	0.29%	57
2019 Q3	$1.63M	Sell	17,492 -316	-2%	-$28.7K	0.31%	55
2019 Q2	$1.56M	Sell	17,808 -920	-5%	-$80.5K	0.29%	54
2019 Q1	$1.63M	Buy	18,728 +310	+2%	+$25.6K	0.36%	51
2018 Q4	$1.37M	Sell	18,418 -549	-3%	-$43.3K	0.34%	61
2018 Q3	$1.53M	Buy	18,967 +9,796	+107%	+$807K	0.37%	55
2018 Q2	$747K	Sell	9,171 -490	-5%	-$38K	0.2%	76
2018 Q1	$729K	Sell	9,661 -8,010	-45%	-$613K	0.2%	76
2017 Q4	$1.47M	Sell	17,671 -1,887	-10%	-$158K	0.35%	56
2017 Q3	$1.63M	Sell	19,558 -1,268	-6%	-$106K	0.42%	55
2017 Q2	$1.73M	Sell	20,826 -1,029	-5%	-$85.8K	0.46%	51
2017 Q1	$1.8M	Buy	21,855 +332	+2%	+$27.5K	0.46%	51
2016 Q4	$1.78M	Buy	21,523 +1,982	+10%	+$161K	0.52%	50
2016 Q3	$1.7M	Sell	19,541 -331	-2%	-$29.5K	0.49%	42
2016 Q2	$1.76M	Buy	19,872 +8,098	+69%	+$681K	0.44%	37
2016 Q1	$987K	Sell	11,774 -286	-2%	-$22.3K	0.25%	61
2015 Q4	$962K	Sell	12,060 -1,181	-9%	-$93.5K	0.24%	62
2015 Q3	$1M	Sell	13,241 -12,674	-49%	-$973K	0.27%	60
2015 Q2	$1.94M	Sell	25,915 -675	-3%	-$53.9K	0.59%	37
2015 Q1	$2.24M	Sell	26,590 -2,919	-10%	-$248K	0.82%	32
2014 Q4	$2.39M	Sell	29,509 -7	-0%	-$549	0.94%	25
2014 Q3	$2.12M	Buy	29,516 +3,983	+16%	+$301K	0.69%	27
2014 Q2	$1.91M	Buy	25,533 +4,118	+19%	+$303K	0.77%	26
2014 Q1	$1.51M	Buy	21,415 +10,068	+89%	+$689K	0.67%	30
2013 Q4	$733K	Buy	11,347 +2,734	+32%	+$183K	0.34%	59
2013 Q3	$570K	Buy	8,613 +1,226	+17%	+$83.3K	0.36%	50
2013 Q2	$508K	Buy	+7,387	New	+$537K	0.19%	46

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

SNS Financial Group's VNQ Position: Q3 2024 in Review

SNS Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q3 2024, closing a stake of 2,332 shares — an estimated $201K sold.

SNS Financial Group first reported a position in VNQ in Q2 2013 and held it in 45 quarters. The position peaked at $2.39M in Q4 2014. 1,662 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

SNS Financial Group reported no remaining Vanguard Real Estate ETF position as of Q3 2024 after selling out during the quarter.
SNS Financial Group sold 2,332 Vanguard Real Estate ETF shares in Q3 2024, an estimated $201K.
SNS Financial Group first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 45 quarters.
SNS Financial Group's Vanguard Real Estate ETF position peaked at $2.39M in Q4 2014.
1,662 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

Based on SNS Financial Group's 13F filing for Q3 2024, filed 1 Nov 2024.