WAM
VNQ icon

Wealthspire Advisors (Maryland)’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$14M Buy
177,569
+85,884
+94% +$6.89M 0.49% 29
2020
Q2 		$7.2M Buy
91,685
+13,123
+17% +$995K 0.52% 30
2020
Q1 		$5.49M Buy
78,562
+38,636
+97% +$3.39M 0.48% 37
2019
Q4 		$3.71M Buy
39,926
+5,139
+15% +$476K 0.25% 65
2019
Q3 		$3.24M Buy
34,787
+1,359
+4% +$123K 0.24% 70
2019
Q2 		$2.92M Buy
33,428
+1,744
+6% +$153K 0.22% 71
2019
Q1 		$2.75M Buy
31,684
+3,645
+13% +$301K 0.21% 74
2018
Q4 		$2.09M Buy
28,039
+2,965
+12% +$234K 0.19% 76
2018
Q3 		$2.02M Sell
25,074
-2,604
-9% -$214K 0.17% 81
2018
Q2 		$2.25M Sell
27,678
-474
-2% -$36.7K 0.2% 69
2018
Q1 		$2.13M Sell
28,152
-3,182
-10% -$244K 0.2% 74
2017
Q4 		$2.6M Buy
31,334
+4,627
+17% +$388K 0.25% 66
2017
Q3 		$2.22M Buy
26,707
+5,151
+24% +$430K 0.24% 70
2017
Q2 		$1.79M Buy
21,556
+7,692
+55% +$641K 0.21% 78
2017
Q1 		$1.15M Buy
13,864
+348
+3% +$28.9K 0.16% 92
2016
Q4 		$1.11M Buy
13,516
+6
+0% +$489 0.17% 92
2016
Q3 		$1.17M Buy
13,510
+501
+4% +$44.7K 0.18% 88
2016
Q2 		$1.15M Buy
13,009
+2,899
+29% +$244K 0.19% 85
2016
Q1 		$847K Buy
10,110
+2,972
+42% +$231K 0.15% 102
2015
Q4 		$569K Buy
+7,138
New +$565K 0.11% 136

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VNQ Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Real Estate ETF (VNQ) stake by 94% in Q3 2020, buying an estimated $6.89M and bringing the position to 177,569 shares worth $14M. The position accounts for 0.49% of the portfolio, ranked #29.

Wealthspire Advisors (Maryland) first reported a position in VNQ in Q4 2015 and has held it in 20 quarters since. 1,197 funds tracked by Wall St. Rank hold VNQ as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 177,569 shares of Vanguard Real Estate ETF worth $14M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 85,884 Vanguard Real Estate ETF shares in Q3 2020, an estimated $6.89M.
  • Vanguard Real Estate ETF made up 0.49% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #29 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Real Estate ETF in Q4 2015 and has held it in 20 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.