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Abich Financial Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Abich Financial Wealth 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
2025
Q3 		$268K Buy
+2,927
New +$265K 0.1% 98
2024
Q3 		$11.7K Sell
120
-749
-86% -$69K 0.03% 183
2024
Q2 		$72.8K Sell
869
-1,126
-56% -$93K 0.05% 127
2024
Q1 		$173K Buy
1,995
+1,300
+187% +$111K 0.13% 36
2023
Q4 		$61.4K Buy
+695
New +$55.1K 0.06% 91

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Abich Financial Wealth Management's VNQ Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q3 2025: 2,927 shares worth $268K. The stake represents 0.1% of the portfolio and ranks #98 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in VNQ as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in VNQ in Q4 2023 and has held it in 5 quarters since. 1,674 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Abich Financial Wealth Management held 2,927 shares of Vanguard Real Estate ETF worth $268K as of Q3 2025.
  • Vanguard Real Estate ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Vanguard Real Estate ETF made up 0.1% of Abich Financial Wealth Management's portfolio in Q3 2025, its #98 holding.
  • Abich Financial Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,674 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.