ZIM
VNQ icon

Zacks Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Zacks Investment Management’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
Q4 		– Sell
-4,299
Closed -$339K – 582
2020
Q3 		$339K Buy
4,299
+1,346
+46% +$108K 0.01% 443
2020
Q2 		$232K Sell
2,953
-1,099
-27% -$83.3K 0.01% 467
2020
Q1 		$283K Buy
4,052
+241
+6% +$21.2K 0.01% 439
2019
Q4 		$354K Buy
3,811
+468
+14% +$43.3K 0.01% 477
2019
Q3 		$312K Buy
3,343
+471
+16% +$42.8K 0.01% 475
2019
Q2 		$251K Buy
+2,872
New +$251K 0.01% 495
2018
Q3 		– Sell
-13,789
Closed -$1.12M – 611
2018
Q2 		$1.12M Buy
13,789
+995
+8% +$77.1K 0.02% 401
2018
Q1 		$966K Buy
12,794
+1,353
+12% +$104K 0.02% 417
2017
Q4 		$949K Buy
11,441
+2,065
+22% +$173K 0.02% 412
2017
Q3 		$779K Buy
9,376
+1,061
+13% +$88.7K 0.02% 413
2017
Q2 		$692K Sell
8,315
-1,099
-12% -$91.7K 0.02% 427
2017
Q1 		$777K Buy
9,414
+6,014
+177% +$499K 0.02% 409
2016
Q4 		$281K Buy
3,400
+94
+3% +$7.66K 0.01% 518
2016
Q3 		$287K Buy
3,306
+528
+19% +$47.1K 0.01% 509
2016
Q2 		$246K Sell
2,778
-3,502
-56% -$294K 0.01% 524
2016
Q1 		$526K Sell
6,280
-881
-12% -$68.6K 0.02% 442
2015
Q4 		$571K Buy
+7,161
New +$567K 0.02% 395
2015
Q2 		– Sell
-11,176
Closed -$942K – 736
2015
Q1 		$942K Sell
11,176
-1,918
-15% -$163K 0.03% 302
2014
Q4 		$1.06M Sell
13,094
-995
-7% -$78.1K 0.03% 268
2014
Q3 		$1.01M Buy
+14,089
New +$1.06M 0.04% 251
2014
Q2 		– Sell
-12,557
Closed -$887K – 761
2014
Q1 		$887K Sell
12,557
-3,158
-20% -$216K 0.03% 274
2013
Q4 		$1.01M Buy
+15,715
New +$1.05M 0.04% 241

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Zacks Investment Management's VNQ Position: Q4 2020 in Review

Zacks Investment Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2020, closing a stake of 4,299 shares — an estimated $339K sold.

Zacks Investment Management first reported a position in VNQ in Q4 2013 and held it in 22 quarters. The position peaked at $1.12M in Q2 2018. 1,321 funds tracked by Wall St. Rank hold VNQ as of Q4 2020.

  • Zacks Investment Management reported no remaining Vanguard Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Zacks Investment Management sold 4,299 Vanguard Real Estate ETF shares in Q4 2020, an estimated $339K.
  • Zacks Investment Management first reported a position in Vanguard Real Estate ETF in Q4 2013 and held it in 22 quarters.
  • Zacks Investment Management's Vanguard Real Estate ETF position peaked at $1.12M in Q2 2018.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2020.

Based on Zacks Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.