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

Summit Securities 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
2021
Q3 		– Sell
-50
Closed -$509K – 900
2021
Q2 		$509K Buy
+50
New +$4.96K 0.04% 382

Other funds holding VNQ

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

Summit Securities Group's VNQ Position: Q4 2023 in Review

Summit Securities Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2023, closing a stake of 300 shares — an estimated $23K sold.

Summit Securities Group first reported a position in VNQ in Q4 2019 and held it in 12 quarters. The position peaked at $2.12M in Q4 2021. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Summit Securities Group reported no remaining Vanguard Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Summit Securities Group sold 300 Vanguard Real Estate ETF shares in Q4 2023, an estimated $23K.
  • Summit Securities Group first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 12 quarters.
  • Summit Securities Group's Vanguard Real Estate ETF position peaked at $2.12M in Q4 2021.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Summit Securities Group's 13F filing for Q4 2023, filed 14 Feb 2024.