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VNQ icon

TAP Consulting’s Vanguard Real Estate ETF VNQ Stock Holding History

TAP Consulting’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
2024
Q4 		$1.12M Buy
12,582
+480
+4% +$45.4K 0.23% 94
2024
Q3 		$1.18M Buy
12,102
+985
+9% +$90.7K 0.23% 100
2024
Q2 		$931K Buy
11,117
+1,190
+12% +$98.3K 0.2% 111
2024
Q1 		$858K Sell
9,927
-190
-2% -$16.2K 0.19% 107
2023
Q4 		$894K Buy
10,117
+274
+3% +$21.7K 0.21% 90
2023
Q3 		$745K Buy
9,843
+470
+5% +$38.8K 0.19% 98
2023
Q2 		$783K Buy
9,373
+154
+2% +$12.6K 0.19% 96
2023
Q1 		$766K Sell
9,219
-15,577
-63% -$1.34M 0.19% 91
2022
Q4 		$2.05M Buy
+24,796
New +$2.06M 0.54% 51
2022
Q3 		– Sell
-7,409
Closed -$675K – 130
2022
Q2 		$675K Sell
7,409
-1,820
-20% -$181K 0.19% 78
2022
Q1 		$1M Sell
9,229
-169
-2% -$17.9K 0.26% 76
2021
Q4 		$1.09M Buy
9,398
+35
+0.4% +$3.82K 0.25% 77
2021
Q3 		$953K Sell
9,363
-39
-0.4% -$4.14K 0.26% 80
2021
Q2 		$957K Sell
9,402
-21,495
-70% -$2.13M 0.27% 77
2021
Q1 		$2.84M Sell
30,897
-5,334
-15% -$469K 0.88% 37
2020
Q4 		$3.08M Sell
36,231
-3,999
-10% -$332K 1.11% 30
2020
Q3 		$3.18M Sell
40,230
-4,737
-11% -$380K 1.25% 29
2020
Q2 		$3.53M Sell
44,967
-16,015
-26% -$1.21M 1.74% 19
2020
Q1 		$4.26M Sell
60,982
-46,452
-43% -$4.08M 2.87% 5
2019
Q4 		$9.97M Buy
107,434
+1,500
+1% +$139K 5.55% 1
2019
Q3 		$9.88M Buy
+105,934
New +$9.62M 5.83% 1
2019
Q1 		$7.02M Buy
+80,769
New +$6.67M 5.3% 1

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

TAP Consulting's VNQ Position: Q4 2024 in Review

TAP Consulting increased its Vanguard Real Estate ETF (VNQ) stake by 4% in Q4 2024, buying an estimated $45.4K and bringing the position to 12,582 shares worth $1.12M. The position accounts for 0.23% of the portfolio, ranked #94.

TAP Consulting first reported a position in VNQ in Q1 2019 and has held it in 22 quarters since. The position peaked at $9.97M in Q4 2019. 1,737 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • TAP Consulting held 12,582 shares of Vanguard Real Estate ETF worth $1.12M as of Q4 2024.
  • TAP Consulting bought 480 Vanguard Real Estate ETF shares in Q4 2024, an estimated $45.4K.
  • Vanguard Real Estate ETF made up 0.23% of TAP Consulting's portfolio in Q4 2024, its #94 holding.
  • TAP Consulting first reported a position in Vanguard Real Estate ETF in Q1 2019 and has held it in 22 quarters since.
  • TAP Consulting's Vanguard Real Estate ETF position peaked at $9.97M in Q4 2019.
  • 1,737 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.