S
VNQ icon

Surevest’s Vanguard Real Estate ETF VNQ Stock Holding History

Surevest’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
Q3 		$313K Buy
3,905
+4
+0.1% +$374 0.09% 123
2022
Q2 		$355K Sell
3,901
-512
-12% -$51K 0.09% 119
2022
Q1 		$478K Sell
4,413
-8,863
-67% -$938K 0.12% 116
2021
Q4 		$1.54M Buy
+13,276
New +$1.45M 0.36% 71
2019
Q1 		– Sell
-8,175
Closed -$610K – 144
2018
Q4 		$610K Buy
+8,175
New +$644K 0.48% 50

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Surevest's VNQ Position: Q3 2022 in Review

Surevest increased its Vanguard Real Estate ETF (VNQ) stake by 0.1% in Q3 2022, buying an estimated $374 and bringing the position to 3,905 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #123.

Surevest first reported a position in VNQ in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.54M in Q4 2021. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • Surevest held 3,905 shares of Vanguard Real Estate ETF worth $313K as of Q3 2022.
  • Surevest bought 4 Vanguard Real Estate ETF shares in Q3 2022, an estimated $374.
  • Vanguard Real Estate ETF made up 0.09% of Surevest's portfolio in Q3 2022, its #123 holding.
  • Surevest first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 5 quarters since.
  • Surevest's Vanguard Real Estate ETF position peaked at $1.54M in Q4 2021.
  • 1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.