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Telemus Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Telemus Capital’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
Q4 		$699K Buy
+7,911
New +$627K 0.06% 197
2013
Q4 		– Sell
-3,403
Closed -$225K – 149
2013
Q3 		$225K Buy
+3,403
New +$231K 0.07% 134

Other funds holding VNQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Telemus Capital's VNQ Position: Q4 2023 in Review

Telemus Capital opened a new position in Vanguard Real Estate ETF (VNQ) in Q4 2023: 7,911 shares worth $699K. The stake represents 0.06% of the portfolio and ranks #197 among its holdings. This is a return to the name: Telemus Capital previously reported a position in VNQ as recently as Q3 2013.

Telemus Capital first reported a position in VNQ in Q3 2013 and has held it in 2 quarters since. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q4 2023.

  • Telemus Capital held 7,911 shares of Vanguard Real Estate ETF worth $699K as of Q4 2023.
  • Vanguard Real Estate ETF was a new Telemus Capital position in Q4 2023.
  • Vanguard Real Estate ETF made up 0.06% of Telemus Capital's portfolio in Q4 2023, its #197 holding.
  • Telemus Capital first reported a position in Vanguard Real Estate ETF in Q3 2013 and has held it in 2 quarters since.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.