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Williams Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Williams Financial’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
2021
Q3 		– Sell
-2,122
Closed -$216K – 52
2021
Q2 		$216K Buy
+2,122
New +$210K 0.18% 47

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Williams Financial's VNQ Position: Q3 2021 in Review

Williams Financial sold out of Vanguard Real Estate ETF (VNQ) in Q3 2021, closing a stake of 2,122 shares — an estimated $216K sold.

Williams Financial first reported a position in VNQ in Q2 2021 and held it in 1 quarter. The position peaked at $216K in Q2 2021. 1,438 funds tracked by Wall St. Rank hold VNQ as of Q3 2021.

  • Williams Financial reported no remaining Vanguard Real Estate ETF position as of Q3 2021 after selling out during the quarter.
  • Williams Financial sold 2,122 Vanguard Real Estate ETF shares in Q3 2021, an estimated $216K.
  • Williams Financial first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 1 quarter.
  • Williams Financial's Vanguard Real Estate ETF position peaked at $216K in Q2 2021.
  • 1,438 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2021.

Based on Williams Financial's 13F filing for Q3 2021, filed 9 Nov 2021.