Vanguard Personalized Indexing Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Vanguard Personalized Indexing Management’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	–	Sell	-4,994	Closed	-$417K	–	1550
2023 Q2	$417K	Buy	4,994 +330	+7%	+$27K	0.01%	969
2023 Q1	$387K	Buy	+4,664	New	+$401K	0.01%	996
2021 Q2	–	Sell	-3,171	Closed	-$291K	–	992
2021 Q1	$291K	Buy	+3,171	New	+$279K	0.04%	517

Other funds holding VNQ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Personalized Indexing Management's VNQ Position: Q3 2023 in Review

Vanguard Personalized Indexing Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2023, closing a stake of 4,994 shares — an estimated $417K sold.

Vanguard Personalized Indexing Management first reported a position in VNQ in Q1 2021 and held it in 3 quarters. The position peaked at $417K in Q2 2023. 1,522 funds tracked by Wall St. Rank hold VNQ as of Q3 2023.

Vanguard Personalized Indexing Management reported no remaining Vanguard Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 4,994 Vanguard Real Estate ETF shares in Q3 2023, an estimated $417K.
Vanguard Personalized Indexing Management first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 3 quarters.
Vanguard Personalized Indexing Management's Vanguard Real Estate ETF position peaked at $417K in Q2 2023.
1,522 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2023, filed 8 Nov 2023.