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

Accredited 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 		$142K Sell
955
-545
-36% -$49.4K 0.11% 82
2025
Q2 		$134K Hold
1,500
– – 0.11% 85
2025
Q1 		$136K Hold
1,500
– – 0.11% 69
2024
Q4 		$134K Buy
+1,500
New +$142K 0.12% 82

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

Accredited Wealth Management's VNQ Position: Q3 2025 in Review

Accredited Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 36% in Q3 2025, selling an estimated $49.4K and leaving 955 shares worth $142K. The position accounts for 0.11% of the portfolio, ranked #82.

Accredited Wealth Management first reported a position in VNQ in Q4 2024 and has held it in 4 quarters since. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Accredited Wealth Management held 955 shares of Vanguard Real Estate ETF worth $142K as of Q3 2025.
  • Accredited Wealth Management sold 545 Vanguard Real Estate ETF shares in Q3 2025, an estimated $49.4K.
  • Vanguard Real Estate ETF made up 0.11% of Accredited Wealth Management's portfolio in Q3 2025, its #82 holding.
  • Accredited Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.