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VNQ icon

Tiedemann Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Tiedemann Advisors’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
Q3 		$8.09M Sell
105,976
-3,638
-3% -$300K 0.35% 33
2023
Q2 		$9.26M Sell
109,614
-11,447
-9% -$938K 0.39% 34
2023
Q1 		$10.1M Sell
121,061
-26,364
-18% -$2.27M 0.46% 28
2022
Q4 		$12.2M Sell
147,425
-17,061
-10% -$1.41M 0.58% 24
2022
Q3 		$13.2M Sell
164,486
-7,297
-4% -$682K 0.8% 20
2022
Q2 		$15.6M Sell
171,783
-2,863
-2% -$285K 1.18% 17
2022
Q1 		$18.9M Sell
174,646
-25,032
-13% -$2.65M 0.96% 17
2021
Q4 		$23.2M Sell
199,678
-63,338
-24% -$6.92M 1.13% 16
2021
Q3 		$26.8M Sell
263,016
-83,720
-24% -$8.88M 1.43% 12
2021
Q2 		$35.3M Sell
346,736
-279,302
-45% -$27.7M 1.41% 12
2021
Q1 		$57.5M Sell
626,038
-3,065
-0.5% -$269K 2.52% 11
2020
Q4 		$53.4M Sell
629,103
-4,138
-0.7% -$343K 2.59% 11
2020
Q3 		$50M Sell
633,241
-55,823
-8% -$4.48M 2.41% 11
2020
Q2 		$54.1M Buy
689,064
+139,008
+25% +$10.5M 2.87% 10
2020
Q1 		$38.4M Buy
550,056
+225,052
+69% +$19.8M 2.49% 10
2019
Q4 		$30.1M Buy
325,004
+1,748
+0.5% +$162K 1.45% 14
2019
Q3 		$30.1M Sell
323,256
-210,573
-39% -$19.1M 1.45% 15
2019
Q2 		$47.1M Sell
533,829
-2,983
-0.6% -$261K 2.36% 10
2019
Q1 		$47M Buy
536,812
+93,616
+21% +$7.73M 2.21% 9
2018
Q4 		$33M Buy
443,196
+353,497
+394% +$27.8M 1.69% 12
2018
Q3 		$7.24M Sell
89,699
-15,305
-15% -$1.26M 0.43% 51
2018
Q2 		$8.55M Sell
105,004
-51,468
-33% -$3.99M 0.55% 41
2018
Q1 		$11.8M Buy
+156,472
New +$12M 0.81% 28
2017
Q3 		– Sell
-7,000
Closed -$582K – 455
2017
Q2 		$582K Buy
+7,000
New +$584K 0.04% 296

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tiedemann Advisors's VNQ Position: Q3 2023 in Review

Tiedemann Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 3.3% in Q3 2023, selling an estimated $300K and leaving 105,976 shares worth $8.09M. The position accounts for 0.35% of the portfolio, ranked #33.

Tiedemann Advisors first reported a position in VNQ in Q2 2017 and has held it in 24 quarters since. The position peaked at $57.5M in Q1 2021. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

  • Tiedemann Advisors held 105,976 shares of Vanguard Real Estate ETF worth $8.09M as of Q3 2023.
  • Tiedemann Advisors sold 3,638 Vanguard Real Estate ETF shares in Q3 2023, an estimated $300K.
  • Vanguard Real Estate ETF made up 0.35% of Tiedemann Advisors's portfolio in Q3 2023, its #33 holding.
  • Tiedemann Advisors first reported a position in Vanguard Real Estate ETF in Q2 2017 and has held it in 24 quarters since.
  • Tiedemann Advisors's Vanguard Real Estate ETF position peaked at $57.5M in Q1 2021.
  • 1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.