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Waddell & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Waddell & Associates’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
Q1 		– Sell
-5,001
Closed -$412K – 161
2022
Q4 		$412K Buy
+5,001
New +$415K 0.07% 85

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Bank of America
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Wells Fargo
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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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waddell & Associates's VNQ Position: Q1 2023 in Review

Waddell & Associates sold out of Vanguard Real Estate ETF (VNQ) in Q1 2023, closing a stake of 5,001 shares — an estimated $412K sold.

Waddell & Associates first reported a position in VNQ in Q4 2022 and held it in 1 quarter. The position peaked at $412K in Q4 2022. 1,587 funds tracked by Wall St. Rank hold VNQ as of Q1 2023.

  • Waddell & Associates reported no remaining Vanguard Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Waddell & Associates sold 5,001 Vanguard Real Estate ETF shares in Q1 2023, an estimated $412K.
  • Waddell & Associates first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • Waddell & Associates's Vanguard Real Estate ETF position peaked at $412K in Q4 2022.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2023.

Based on Waddell & Associates's 13F filing for Q1 2023, filed 10 May 2023.