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

Wilshire 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
2021
Q2 		– Sell
-19,082
Closed -$1.75M – 18
2021
Q1 		$1.75M Sell
19,082
-951
-5% -$83.6K 1.66% 19
2020
Q4 		$1.7M Sell
20,033
-832
-4% -$69K 1.61% 20
2020
Q3 		$1.65M Sell
20,865
-995
-5% -$79.9K 1.68% 20
2020
Q2 		$1.72M Sell
21,860
-1,390
-6% -$105K 1.8% 19
2020
Q1 		$1.62M Buy
23,250
+260
+1% +$22.8K 1.77% 22
2019
Q4 		$2.13M Sell
22,990
-770
-3% -$71.3K 1.89% 21
2019
Q3 		$2.22M Sell
23,760
-5,360
-18% -$487K 1.98% 20
2019
Q2 		$2.54M Buy
29,120
+11,400
+64% +$998K 2.25% 17
2019
Q1 		$1.54M Buy
17,720
+6,055
+52% +$500K 1.44% 21
2018
Q4 		$870K Sell
11,665
-375
-3% -$29.5K 0.92% 23
2018
Q3 		$971K Sell
12,040
-1,460
-11% -$120K 0.92% 23
2018
Q2 		$1.1M Buy
13,500
+6,430
+91% +$498K 1.04% 19
2018
Q1 		$534K Buy
7,070
+680
+11% +$52K 0.5% 24
2017
Q4 		$530K Sell
6,390
-61,170
-91% -$5.13M 0.49% 23
2017
Q3 		$5.61M Sell
67,560
-2,320
-3% -$194K 4.97% 8
2017
Q2 		$5.82M Sell
69,880
-3,960
-5% -$330K 5.04% 8
2017
Q1 		$6.1M Sell
73,840
-1,235
-2% -$102K 4.81% 9
2016
Q4 		$6.22M Sell
75,075
-735
-1% -$59.9K 4.92% 8
2016
Q3 		$6.58M Buy
75,810
+32,440
+75% +$2.89M 5.7% 7
2016
Q2 		$3.85M Buy
43,370
+6,500
+18% +$546K 3.36% 10
2016
Q1 		$3.09M Buy
+36,870
New +$2.87M 1.57% 12

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Wilshire Advisors's VNQ Position: Q2 2021 in Review

Wilshire Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2021, closing a stake of 19,082 shares — an estimated $1.75M sold.

Wilshire Advisors first reported a position in VNQ in Q1 2016 and held it in 21 quarters. The position peaked at $6.58M in Q3 2016. 1,403 funds tracked by Wall St. Rank hold VNQ as of Q2 2021.

  • Wilshire Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • Wilshire Advisors sold 19,082 Vanguard Real Estate ETF shares in Q2 2021, an estimated $1.75M.
  • Wilshire Advisors first reported a position in Vanguard Real Estate ETF in Q1 2016 and held it in 21 quarters.
  • Wilshire Advisors's Vanguard Real Estate ETF position peaked at $6.58M in Q3 2016.
  • 1,403 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2021.

Based on Wilshire Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.