SVB Investment Services’s Vanguard Real Estate ETF VNQ Stock Holding History

SVB Investment Services’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	$1.58M	Sell	14,611 -309	-2%	-$32.7K	0.98%	20
2021 Q4	$1.73M	Sell	14,920 -521	-3%	-$56.9K	1.15%	16
2021 Q3	$1.57M	Buy	15,441 +34	+0.2%	+$3.61K	1.05%	16
2021 Q2	$1.57M	Buy	15,407 +200	+1%	+$19.8K	1.05%	16
2021 Q1	$1.4M	Buy	15,207 +1,022	+7%	+$89.8K	1.11%	17
2020 Q4	$1.21M	Sell	14,185 -148	-1%	-$12.3K	0.94%	18
2020 Q3	$1.13M	Sell	14,333 -12,385	-46%	-$994K	0.96%	18
2020 Q2	$2.1M	Sell	26,718 -14,748	-36%	-$1.12M	1.92%	13
2020 Q1	$2.9M	Buy	41,466 +38,544	+1,319%	+$3.39M	2.51%	7
2019 Q4	$271K	Buy	+2,922	New	+$271K	0.26%	32

Other funds holding VNQ

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SVB Investment Services's VNQ Position: Q1 2022 in Review

SVB Investment Services reduced its Vanguard Real Estate ETF (VNQ) stake by 2.1% in Q1 2022, selling an estimated $32.7K and leaving 14,611 shares worth $1.58M. The position accounts for 0.98% of the portfolio, ranked #20.

SVB Investment Services first reported a position in VNQ in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.9M in Q1 2020. 1,641 funds tracked by Wall St. Rank hold VNQ as of Q1 2022.

SVB Investment Services held 14,611 shares of Vanguard Real Estate ETF worth $1.58M as of Q1 2022.
SVB Investment Services sold 309 Vanguard Real Estate ETF shares in Q1 2022, an estimated $32.7K.
Vanguard Real Estate ETF made up 0.98% of SVB Investment Services's portfolio in Q1 2022, its #20 holding.
SVB Investment Services first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's Vanguard Real Estate ETF position peaked at $2.9M in Q1 2020.
1,641 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.