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

Steward 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
2023
Q3 		– Sell
-16,753
Closed -$1.4M – 1577
2023
Q2 		$1.4M Buy
+16,753
New +$1.37M 0.45% 19
2022
Q4 		– Sell
-13,237
Closed -$1.06M – 821
2022
Q3 		$1.06M Buy
13,237
+3,115
+31% +$291K 0.78% 14
2022
Q2 		$922K Buy
10,122
+4,632
+84% +$462K 0.77% 11
2022
Q1 		$594K Buy
5,490
+22
+0.4% +$2.33K 0.53% 11
2021
Q4 		$634K Buy
+5,468
New +$597K 0.59% 8

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Financial Group's VNQ Position: Q3 2023 in Review

Steward Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 16,753 shares — an estimated $1.4M sold.

Steward Financial Group first reported a position in VNQ in Q4 2021 and held it in 5 quarters. The position peaked at $1.4M in Q2 2023. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

  • Steward Financial Group reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Steward Financial Group sold 16,753 Vanguard Real Estate ETF shares in Q3 2023, an estimated $1.4M.
  • Steward Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 5 quarters.
  • Steward Financial Group's Vanguard Real Estate ETF position peaked at $1.4M in Q2 2023.
  • 1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.