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

Summit 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
2022
Q1 		– Sell
-1,789
Closed -$207K – 223
2021
Q4 		$207K Buy
+1,789
New +$195K 0.07% 207

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Summit Financial Group's VNQ Position: Q1 2022 in Review

Summit Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2022, closing a stake of 1,789 shares — an estimated $207K sold.

Summit Financial Group first reported a position in VNQ in Q4 2021 and held it in 1 quarter. The position peaked at $207K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

  • Summit Financial Group reported no remaining Vanguard Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • Summit Financial Group sold 1,789 Vanguard Real Estate ETF shares in Q1 2022, an estimated $207K.
  • Summit Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • Summit Financial Group's Vanguard Real Estate ETF position peaked at $207K in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on Summit Financial Group's 13F filing for Q1 2022, filed 8 Apr 2022.