SEC 13F Intelligence

First National Bank Of South Miami / VNQ

First National Bank Of South Miami’s Vanguard Index Fds Position

Does First National Bank Of South Miami own Vanguard Index Fds (VNQ)? Yes29.8K shares worth $2M (+2.00% of its 13F portfolio) as of Q2 2023, up from 26.2K shares the prior filed quarter.

Position Value
$2M
Q2 2023
Shares
29.8K
% of Portfolio
+2.00%
Quarters Held
19
currently held

Position History VNQ

Reported value by quarter
Q4 ’18: $308,000Q4 ’18Q1 ’19: $875,000Q2 ’19: $896,000Q3 ’19: $931,000Q3 ’19Q4 ’19: $880,000Q1 ’20: $656,000Q2 ’20: $1MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $2MQ2 ’23: $2MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202329.8K$2M+2.00%
Q1 202326.2K$2M+1.73%
Q4 202233.6K$3M+2.08%
Q3 202234.0K$3M+2.11%
Q2 202233.6K$3M+2.08%
Q1 202230.1K$3M+1.97%
Q4 202125.3K$3M+1.77%
Q3 202122.6K$2M+1.55%
Q2 202121.9K$2M+1.52%
Q1 202120.9K$2M+1.46%
Q4 202020.9K$2M+1.53%
Q3 202020.8K$2M+1.56%
Q2 202015.8K$1M+1.34%
Q1 20209.4K$656,000+0.83%
Q4 20199.5K$880,000+0.87%
Q3 201910.1K$931,000+0.89%
Q2 201910.1K$896,000+0.84%
Q1 201910.1K$875,000+0.84%
Q4 20183.7K$308,000+0.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First National Bank Of South Miami’s full portfolio or all institutional holders of VNQ.