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VNQ icon

WFG Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

WFG Advisors’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
2017
Q2 		$3.43M Buy
41,243
+8,860
+27% +$739K 0.78% 24
2017
Q1 		$2.67M Buy
32,383
+5,206
+19% +$432K 0.71% 28
2016
Q4 		$2.24M Sell
27,177
-5,932
-18% -$483K 0.55% 35
2016
Q3 		$2.87M Buy
33,109
+8,617
+35% +$769K 0.71% 23
2016
Q2 		$2.17M Buy
24,492
+2,945
+14% +$247K 0.58% 32
2016
Q1 		$1.81M Buy
21,547
+128
+0.6% +$9.96K 0.52% 36
2015
Q4 		$1.71M Buy
21,419
+2,575
+14% +$204K 0.51% 39
2015
Q3 		$1.42M Buy
18,844
+12,256
+186% +$941K 0.45% 47
2015
Q2 		$492K Buy
6,588
+5,357
+435% +$428K 0.14% 165
2015
Q1 		$104K Sell
1,231
-753
-38% -$63.9K 0.03% 522
2014
Q4 		$161K Sell
1,984
-680
-26% -$53.3K 0.03% 498
2014
Q3 		$191K Sell
2,664
-1,004
-27% -$75.8K 0.04% 459
2014
Q2 		$274K Buy
3,668
+269
+8% +$19.8K 0.05% 376
2014
Q1 		$240K Sell
3,399
-6,032
-64% -$413K 0.05% 395
2013
Q4 		$609K Buy
9,431
+3,034
+47% +$203K 0.09% 266
2013
Q3 		$423K Sell
6,397
-385
-6% -$26.2K 0.07% 314
2013
Q2 		$466K Buy
+6,782
New +$493K 0.08% 277

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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFG Advisors's VNQ Position: Q2 2017 in Review

WFG Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 27% in Q2 2017, buying an estimated $739K and bringing the position to 41,243 shares worth $3.43M. The position accounts for 0.78% of the portfolio, ranked #24.

WFG Advisors first reported a position in VNQ in Q2 2013 and has held it in 17 quarters since. 932 funds tracked by Wall St. Rank hold VNQ as of Q2 2017.

  • WFG Advisors held 41,243 shares of Vanguard Real Estate ETF worth $3.43M as of Q2 2017.
  • WFG Advisors bought 8,860 Vanguard Real Estate ETF shares in Q2 2017, an estimated $739K.
  • Vanguard Real Estate ETF made up 0.78% of WFG Advisors's portfolio in Q2 2017, its #24 holding.
  • WFG Advisors first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 17 quarters since.
  • 932 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.