SXL
VNQ icon

Summit X LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

Summit X 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
2023
Q1 		– Sell
-4,224
Closed -$385K – 296
2022
Q4 		$385K Sell
4,224
-574
-12% -$47.6K 0.11% 181
2022
Q3 		$383K Buy
4,798
+572
+14% +$53.5K 0.11% 181
2022
Q2 		$383K Sell
4,226
-653
-13% -$65.1K 0.11% 182
2022
Q1 		$531K Buy
4,879
+74
+2% +$7.83K 0.13% 160
2021
Q4 		$556K Buy
+4,805
New +$525K 0.13% 157

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit X LLC's VNQ Position: Q1 2023 in Review

Summit X LLC sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 4,224 shares — an estimated $385K sold.

Summit X LLC first reported a position in VNQ in Q4 2021 and held it in 5 quarters. The position peaked at $556K in Q4 2021. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

  • Summit X LLC reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Summit X LLC sold 4,224 Vanguard Real Estate ETF shares in Q1 2023, an estimated $385K.
  • Summit X LLC first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 5 quarters.
  • Summit X LLC's Vanguard Real Estate ETF position peaked at $556K in Q4 2021.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Summit X LLC's 13F filing for Q1 2023, filed 10 May 2023.