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VNQ icon

Accretive Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Accretive Wealth Partners’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
Q1 		– Sell
-11,943
Closed -$1.06M – 145
2024
Q4 		$1.06M Sell
11,943
-2,073
-15% -$196K 0.45% 77
2024
Q3 		$1.37M Buy
14,016
+530
+4% +$48.8K 0.57% 61
2024
Q2 		$1.13M Buy
13,486
+75
+0.6% +$6.19K 0.47% 67
2024
Q1 		$1.09M Buy
13,411
+273
+2% +$23.3K 0.48% 65
2023
Q4 		$1.16M Buy
13,138
+2,295
+21% +$182K 0.56% 63
2023
Q3 		$820K Buy
10,843
+199
+2% +$16.4K 0.49% 65
2023
Q2 		$889K Buy
10,644
+431
+4% +$35.3K 0.53% 66
2023
Q1 		$848K Buy
10,213
+398
+4% +$34.2K 0.54% 57
2022
Q4 		$810K Buy
9,815
+812
+9% +$67.3K 0.56% 55
2022
Q3 		$722K Sell
9,003
-121
-1% -$11.3K 0.55% 58
2022
Q2 		$831K Buy
9,124
+94
+1% +$9.37K 0.6% 52
2022
Q1 		$979K Buy
9,030
+2,544
+39% +$269K 0.61% 56
2021
Q4 		$752K Buy
6,486
+305
+5% +$33.3K 0.48% 81
2021
Q3 		$629K Buy
6,181
+129
+2% +$13.7K 0.44% 85
2021
Q2 		$616K Buy
6,052
+496
+9% +$49.2K 0.44% 87
2021
Q1 		$510K Buy
5,556
+935
+20% +$82.2K 0.46% 87
2020
Q4 		$392K Buy
+4,621
New +$383K 0.39% 89

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accretive Wealth Partners's VNQ Position: Q1 2025 in Review

Accretive Wealth Partners sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 11,943 shares — an estimated $1.06M sold.

Accretive Wealth Partners first reported a position in VNQ in Q4 2020 and held it in 17 quarters. The position peaked at $1.37M in Q3 2024. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Accretive Wealth Partners reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Accretive Wealth Partners sold 11,943 Vanguard Real Estate ETF shares in Q1 2025, an estimated $1.06M.
  • Accretive Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 17 quarters.
  • Accretive Wealth Partners's Vanguard Real Estate ETF position peaked at $1.37M in Q3 2024.
  • 1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Accretive Wealth Partners's 13F filing for Q1 2025, filed 7 May 2025.