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Stevard LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

Stevard LLC’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
-108,531
Closed -$8.52M – 180
2020
Q2 		$8.52M Sell
108,531
-118,505
-52% -$8.98M 4.36% 4
2020
Q1 		$18.5M Buy
227,036
+113,518
+100% +$9.97M 11.91% 2
2019
Q4 		$10.5M Buy
+113,518
New +$10.5M 6.61% 4

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
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

Stevard LLC's VNQ Position: Q3 2020 in Review

Stevard LLC sold out of Vanguard Real Estate ETF (VNQ) in Q3 2020, closing a stake of 108,531 shares — an estimated $8.52M sold.

Stevard LLC first reported a position in VNQ in Q4 2019 and held it in 3 quarters. The position peaked at $18.5M in Q1 2020. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

  • Stevard LLC reported no remaining Vanguard Real Estate ETF position as of Q3 2020 after selling out during the quarter.
  • Stevard LLC sold 108,531 Vanguard Real Estate ETF shares in Q3 2020, an estimated $8.52M.
  • Stevard LLC first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 3 quarters.
  • Stevard LLC's Vanguard Real Estate ETF position peaked at $18.5M in Q1 2020.
  • 1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on Stevard LLC's 13F filing for Q3 2020, filed 12 Nov 2020.