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Zeke Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Zeke Capital 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
Q4 		$760K Buy
+9,214
New +$764K 0.05% 181
2016
Q4 		– Sell
-2,492
Closed -$208K – 205
2016
Q3 		$208K Buy
+2,492
New +$222K 0.09% 80

Other funds holding VNQ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Zeke Capital Advisors's VNQ Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q4 2022: 9,214 shares worth $760K. The stake represents 0.05% of the portfolio and ranks #181 among its holdings. This is a return to the name: Zeke Capital Advisors previously reported a position in VNQ as recently as Q3 2016.

Zeke Capital Advisors first reported a position in VNQ in Q3 2016 and has held it in 2 quarters since. 1,618 funds tracked by Wall St. Rank hold VNQ as of Q4 2022.

  • Zeke Capital Advisors held 9,214 shares of Vanguard Real Estate ETF worth $760K as of Q4 2022.
  • Vanguard Real Estate ETF was a new Zeke Capital Advisors position in Q4 2022.
  • Vanguard Real Estate ETF made up 0.05% of Zeke Capital Advisors's portfolio in Q4 2022, its #181 holding.
  • Zeke Capital Advisors first reported a position in Vanguard Real Estate ETF in Q3 2016 and has held it in 2 quarters since.
  • 1,618 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.