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VNQ icon

Wealthfront’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealthfront’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
2018
Q3 		$317M Buy
3,927,764
+60,259
+2% +$4.96M 3.06% 10
2018
Q2 		$315M Buy
3,867,505
+347,562
+10% +$26.9M 3.22% 10
2018
Q1 		$266M Buy
3,519,943
+559,246
+19% +$42.8M 2.69% 12
2017
Q4 		$246M Buy
2,960,697
+303,708
+11% +$25.5M 2.73% 10
2017
Q3 		$221M Buy
2,656,989
+330,484
+14% +$27.6M 2.85% 10
2017
Q2 		$194M Buy
2,326,505
+358,981
+18% +$29.9M 2.9% 10
2017
Q1 		$162M Buy
1,967,524
+348,280
+22% +$28.9M 2.89% 10
2016
Q4 		$134M Buy
1,619,244
+176,301
+12% +$14.4M 2.94% 11
2016
Q3 		$125M Buy
1,442,943
+181,802
+14% +$16.2M 2.97% 10
2016
Q2 		$112M Buy
1,261,141
+170,464
+16% +$14.3M 3.08% 10
2016
Q1 		$91.4M Buy
1,090,677
+114,422
+12% +$8.91M 2.89% 10
2015
Q4 		$77.8M Buy
976,255
+89,757
+10% +$7.1M 2.8% 10
2015
Q3 		$67M Buy
886,498
+89,250
+11% +$6.85M 2.68% 10
2015
Q2 		$59.5M Buy
797,248
+121,594
+18% +$9.72M 2.45% 9
2015
Q1 		$57M Buy
675,654
+102,233
+18% +$8.68M 2.74% 9
2014
Q4 		$46.4M Buy
573,421
+78,642
+16% +$6.17M 2.72% 9
2014
Q3 		$35.5M Buy
494,779
+95,796
+24% +$7.23M 2.46% 7
2014
Q2 		$29.8M Buy
398,983
+84,481
+27% +$6.21M 2.58% 7
2014
Q1 		$22.3M Buy
+314,502
New +$21.5M 2.78% 7

Other funds holding VNQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wealthfront's VNQ Position: Q3 2018 in Review

Wealthfront increased its Vanguard Real Estate ETF (VNQ) stake by 1.6% in Q3 2018, buying an estimated $4.96M and bringing the position to 3,927,764 shares worth $317M. The position accounts for 3.06% of the portfolio, ranked #10.

Wealthfront first reported a position in VNQ in Q1 2014 and has held it in 19 quarters since. 1,036 funds tracked by Wall St. Rank hold VNQ as of Q3 2018.

  • Wealthfront held 3,927,764 shares of Vanguard Real Estate ETF worth $317M as of Q3 2018.
  • Wealthfront bought 60,259 Vanguard Real Estate ETF shares in Q3 2018, an estimated $4.96M.
  • Vanguard Real Estate ETF made up 3.06% of Wealthfront's portfolio in Q3 2018, its #10 holding.
  • Wealthfront first reported a position in Vanguard Real Estate ETF in Q1 2014 and has held it in 19 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.