Advisor Resource Council’s Vanguard Real Estate ETF VNQ Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-37,102	Closed	-$3.31M	–	580
2025 Q1	$3.31M	Buy	+37,102	New	+$3.37M	0.27%	96
2024 Q1	–	Sell	-24,504	Closed	-$2.17M	–	523
2023 Q4	$2.17M	Buy	+24,504	New	+$1.94M	0.25%	97
2022 Q3	–	Sell	-37,922	Closed	-$3.46M	–	493
2022 Q2	$3.46M	Buy	37,922 +35,291	+1,341%	+$3.52M	0.32%	63
2022 Q1	$285K	Sell	2,631 -31,965	-92%	-$3.38M	0.09%	159
2021 Q4	$4.01M	Buy	34,596 +31,594	+1,052%	+$3.45M	0.31%	67
2021 Q3	$306K	Sell	3,002 -30,036	-91%	-$3.19M	0.09%	169
2021 Q2	$3.36M	Buy	+33,038	New	+$3.28M	0.35%	60

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Resource Council's VNQ Position: Q2 2025 in Review

Advisor Resource Council sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 37,102 shares — an estimated $3.31M sold.

Advisor Resource Council first reported a position in VNQ in Q2 2021 and held it in 7 quarters. The position peaked at $4.01M in Q4 2021. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Advisor Resource Council reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 37,102 Vanguard Real Estate ETF shares in Q2 2025, an estimated $3.31M.
Advisor Resource Council first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 7 quarters.
Advisor Resource Council's Vanguard Real Estate ETF position peaked at $4.01M in Q4 2021.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.