Sunflower Bank’s Vanguard Real Estate ETF VNQ Stock Holding History

Sunflower Bank’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 Q4	–	Sell	-3,700	Closed	-$297K	–	119
2022 Q3	$297K	Hold	3,700	–	–	0.07%	96
2022 Q2	$337K	Sell	3,700 -334	-8%	-$33.3K	0.07%	108
2022 Q1	$437K	Sell	4,034 -207	-5%	-$21.9K	0.06%	128
2021 Q4	$492K	Hold	4,241	–	–	0.07%	120
2021 Q3	$432K	Sell	4,241 -1,300	-23%	-$138K	0.06%	124
2021 Q2	$564K	Buy	5,541 +396	+8%	+$39.3K	0.09%	107
2021 Q1	$473K	Sell	5,145 -15	-0.3%	-$1.32K	0.08%	119
2020 Q4	$438K	Buy	+5,160	New	+$428K	0.08%	120

Other funds holding VNQ

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Sunflower Bank's VNQ Position: Q4 2022 in Review

Sunflower Bank sold out of Vanguard Real Estate ETF (VNQ) in Q4 2022, closing a stake of 3,700 shares — an estimated $297K sold.

Sunflower Bank first reported a position in VNQ in Q4 2020 and held it in 8 quarters. The position peaked at $564K in Q2 2021. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

Sunflower Bank reported no remaining Vanguard Real Estate ETF position as of Q4 2022 after selling out during the quarter.
Sunflower Bank sold 3,700 Vanguard Real Estate ETF shares in Q4 2022, an estimated $297K.
Sunflower Bank first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 8 quarters.
Sunflower Bank's Vanguard Real Estate ETF position peaked at $564K in Q2 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Sunflower Bank's 13F filing for Q4 2022, filed 19 Jan 2023.