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VNQ icon

Adero Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Adero 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 		$1.9M Sell
21,019
-1,222
-5% -$111K 0.12% 63
2024
Q4 		$1.98M Sell
22,241
-962
-4% -$90.9K 0.13% 61
2024
Q3 		$2.26M Sell
23,203
-1,578
-6% -$145K 0.15% 55
2024
Q2 		$2.08M Sell
24,781
-3,723
-13% -$307K 0.15% 59
2024
Q1 		$2.47M Sell
28,504
-4,419
-13% -$378K 0.19% 53
2023
Q4 		$2.91M Buy
32,923
+121
+0.4% +$9.59K 0.25% 47
2023
Q3 		$2.48M Sell
32,802
-154
-0.5% -$12.7K 0.24% 44
2023
Q2 		$2.75M Sell
32,956
-1,410
-4% -$116K 0.27% 43
2023
Q1 		$2.85M Sell
34,366
-4,297
-11% -$369K 0.31% 39
2022
Q4 		$3.19M Buy
38,663
+4,035
+12% +$335K 0.38% 33
2022
Q3 		$2.71M Sell
34,628
-1,348
-4% -$126K 0.34% 41
2022
Q2 		$3.28M Sell
35,976
-512
-1% -$51K 0.46% 30
2022
Q1 		$3.95M Buy
36,488
+591
+2% +$62.5K 0.58% 30
2021
Q4 		$4.16M Sell
35,897
-296
-0.8% -$32.3K 0.68% 29
2021
Q3 		$3.68M Sell
36,193
-964
-3% -$102K 0.66% 30
2021
Q2 		$3.78M Buy
37,157
+1,583
+4% +$157K 0.88% 24
2021
Q1 		$3.27M Sell
35,574
-2,041
-5% -$179K 1.46% 17
2020
Q4 		$3.19M Sell
37,615
-703
-2% -$58.3K 2.74% 8
2020
Q3 		$3.03M Sell
38,318
-52,733
-58% -$4.23M 2.42% 8
2020
Q2 		$7.15M Sell
91,051
-6,990
-7% -$530K 7.43% 3
2020
Q1 		$6.85M Sell
98,041
-16,253
-14% -$1.43M 11.33% 2
2019
Q4 		$10.6M Buy
+114,294
New +$10.6M 11.9% 2

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

Adero Partners's VNQ Position: Q1 2025 in Review

Adero Partners reduced its Vanguard Real Estate ETF (VNQ) stake by 5.5% in Q1 2025, selling an estimated $111K and leaving 21,019 shares worth $1.9M. The position accounts for 0.12% of the portfolio, ranked #63.

Adero Partners first reported a position in VNQ in Q4 2019 and has held it in 22 quarters since. The position peaked at $10.6M in Q4 2019. 1,713 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Adero Partners held 21,019 shares of Vanguard Real Estate ETF worth $1.9M as of Q1 2025.
  • Adero Partners sold 1,222 Vanguard Real Estate ETF shares in Q1 2025, an estimated $111K.
  • Vanguard Real Estate ETF made up 0.12% of Adero Partners's portfolio in Q1 2025, its #63 holding.
  • Adero Partners first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 22 quarters since.
  • Adero Partners's Vanguard Real Estate ETF position peaked at $10.6M in Q4 2019.
  • 1,713 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.