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

Stearns Financial Services 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	$182K	Buy	2,300 +16	+0.7%	+$1.28K	0.03%	141
2020 Q2	$179K	Sell	2,284 -183	-7%	-$13.9K	0.03%	133
2020 Q1	$172K	Buy	2,467 +840	+52%	+$73.8K	0.03%	127
2019 Q4	$151K	Buy	1,627 +17	+1%	+$1.57K	0.03%	143
2019 Q3	$150K	Sell	1,610 -109	-6%	-$9.89K	0.03%	133
2019 Q2	$150K	Buy	1,719 +148	+9%	+$13K	0.03%	130
2019 Q1	$137K	Hold	1,571	–	–	0.03%	136
2018 Q4	$117K	Buy	1,571 +502	+47%	+$39.5K	0.02%	136
2018 Q3	$86K	Buy	+1,069	New	+$88K	0.02%	140

Other funds holding VNQ

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

Stearns Financial Services Group's VNQ Position: Q3 2020 in Review

Stearns Financial Services Group increased its Vanguard Real Estate ETF (VNQ) stake by 0.7% in Q3 2020, buying an estimated $1.28K and bringing the position to 2,300 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #141.

Stearns Financial Services Group first reported a position in VNQ in Q3 2018 and has held it in 9 quarters since. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

Stearns Financial Services Group held 2,300 shares of Vanguard Real Estate ETF worth $182K as of Q3 2020.
Stearns Financial Services Group bought 16 Vanguard Real Estate ETF shares in Q3 2020, an estimated $1.28K.
Vanguard Real Estate ETF made up 0.03% of Stearns Financial Services Group's portfolio in Q3 2020, its #141 holding.
Stearns Financial Services Group first reported a position in Vanguard Real Estate ETF in Q3 2018 and has held it in 9 quarters since.
1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.