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Wipfli Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Wipfli Financial 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
2022
Q3 		$442K Buy
+5,509
New +$515K 0.03% 253
2022
Q2 		– Sell
-2,414
Closed -$262K – 102
2022
Q1 		$262K Buy
+2,414
New +$255K 0.03% 86

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wipfli Financial Advisors's VNQ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q3 2022: 5,509 shares worth $442K. The stake represents 0.03% of the portfolio and ranks #253 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in VNQ as recently as Q1 2022.

Wipfli Financial Advisors first reported a position in VNQ in Q1 2022 and has held it in 2 quarters since. 1,505 funds tracked by Wall St. Rank hold VNQ as of Q3 2022.

  • Wipfli Financial Advisors held 5,509 shares of Vanguard Real Estate ETF worth $442K as of Q3 2022.
  • Vanguard Real Estate ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • Vanguard Real Estate ETF made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #253 holding.
  • Wipfli Financial Advisors first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 2 quarters since.
  • 1,505 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.