We are live on ! Find out more
VNQ icon

Vanguard Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IP
676
Intellectus Partners
California
$515K – – –
VEA
677
Virtus ETF Advisers
New York
$513K -$543K -6,597 -51%
BCM
678
Boltwood Capital Management
California
$509K – – –
SDWMA
679
Schneider Downs Wealth Management Advisors
Pennsylvania
$509K +$186K +2,259 +56%
PTC
680
Philadelphia Trust Company
Pennsylvania
$509K +$520K +6,314 New
Luther King Capital Management (LKCM)
681
Luther King Capital Management (LKCM)
Texas
$508K +$7.33K +89 +1%
Jefferies Group
682
Jefferies Group
New York
$501K -$90.6K -1,100 -15%
BCWM
683
Blue Chip Wealth Management
Florida
$498K -$4.45K -54 -0.9%
Partners Capital Investment Group
684
Partners Capital Investment Group
Massachusetts
$498K +$7.08K +86 +1%
AWP
685
Ascent Wealth Partners
New York
$496K -$412 -5 -0.1%
Private Management Group
686
Private Management Group
California
$492K +$502K +6,100 New
Modera Wealth Management
687
Modera Wealth Management
New Jersey
$482K -$39.1K -475 -7%
SNT
688
Security National Trust
West Virginia
$480K – – –
OA
689
Oxbow Advisors
Texas
$478K +$119K +1,443 +32%
HCM
690
Howland Capital Management
Massachusetts
$476K – – –
OIWM
691
OptiFour Integrated Wealth Management
Virginia
$473K -$72.5K -880 -13%
GIA
692
Granite Investment Advisors
New Hampshire
$472K – – –
Peapack-Gladstone Financial Corp
693
Peapack-Gladstone Financial Corp
New Jersey
$472K – – –
KFP
694
Keystone Financial Planning
Ohio
$471K – – –
Wilmington Savings Fund Society
695
Wilmington Savings Fund Society
Delaware
$467K -$192K -2,329 -29%
AA
696
AlphaMark Advisors
Kentucky
$467K +$24.3K +295 +5%
Kornitzer Capital Management
697
Kornitzer Capital Management
Kansas
$464K – – –
CA
698
Calton & Associates
Florida
$462K +$108K +1,312 +30%
KTC
699
Kistler-Tiffany Companies
Pennsylvania
$459K -$81.9K -994 -15%
CAM
700
Cozad Asset Management
Illinois
$457K -$33.1K -402 -7%