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Vaughan & Co Securities’s Vanguard Real Estate ETF VNQ Stock Holding History

Vaughan & Co Securities’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
2020
Q2 		– Sell
-767
Closed -$53.6K – 147
2020
Q1 		$53.6K Hold
767
– – 0.07% 81
2019
Q4 		$71.2K Buy
+767
New +$71K 0.06% 81

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vaughan & Co Securities's VNQ Position: Q2 2020 in Review

Vaughan & Co Securities sold out of Vanguard Real Estate ETF (VNQ) in Q2 2020, closing a stake of 767 shares — an estimated $53.6K sold.

Vaughan & Co Securities first reported a position in VNQ in Q4 2019 and held it in 2 quarters. The position peaked at $71.2K in Q4 2019. 1,218 funds tracked by Wall St. Rank hold VNQ as of Q2 2020.

  • Vaughan & Co Securities reported no remaining Vanguard Real Estate ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 767 Vanguard Real Estate ETF shares in Q2 2020, an estimated $53.6K.
  • Vaughan & Co Securities first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's Vanguard Real Estate ETF position peaked at $71.2K in Q4 2019.
  • 1,218 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.