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Stratford Consulting’s Vanguard Real Estate ETF VNQ Stock Holding History

Stratford Consulting’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
Q1 		$3.73M Buy
53,371
+50,694
+1,894% +$4.45M 1.7% 14
2019
Q4 		$248K Buy
2,677
+15
+0.6% +$1.39K 0.08% 51
2019
Q3 		$248K Buy
2,662
+25
+0.9% +$2.27K 0.08% 52
2019
Q2 		$230K Buy
+2,637
New +$231K 0.08% 48

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Stratford Consulting's VNQ Position: Q1 2020 in Review

Stratford Consulting increased its Vanguard Real Estate ETF (VNQ) stake by 1,894% in Q1 2020, buying an estimated $4.45M and bringing the position to 53,371 shares worth $3.73M. The position accounts for 1.7% of the portfolio, ranked #14.

Stratford Consulting first reported a position in VNQ in Q2 2019 and has held it in 4 quarters since. 1,273 funds tracked by Wall St. Rank hold VNQ as of Q1 2020.

  • Stratford Consulting held 53,371 shares of Vanguard Real Estate ETF worth $3.73M as of Q1 2020.
  • Stratford Consulting bought 50,694 Vanguard Real Estate ETF shares in Q1 2020, an estimated $4.45M.
  • Vanguard Real Estate ETF made up 1.7% of Stratford Consulting's portfolio in Q1 2020, its #14 holding.
  • Stratford Consulting first reported a position in Vanguard Real Estate ETF in Q2 2019 and has held it in 4 quarters since.
  • 1,273 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.