Advocate Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Advocate Group’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 Q4	–	Sell	-6,213	Closed	-$568K	–	128
2025 Q3	$568K	Sell	6,213 -15	-0.2%	-$1.36K	0.09%	90
2025 Q2	$555K	Hold	6,228	–	–	0.1%	89
2025 Q1	$564K	Buy	6,228 +263	+4%	+$23.9K	0.1%	87
2024 Q4	$531K	Sell	5,965 -1,444	-19%	-$136K	0.1%	90
2024 Q3	$722K	Hold	7,409	–	–	0.13%	85
2024 Q2	$621K	Hold	7,409	–	–	0.13%	89
2024 Q1	$641K	Buy	7,409 +688	+10%	+$58.8K	0.13%	90
2023 Q4	$594K	Hold	6,721	–	–	0.13%	91
2023 Q3	$509K	Hold	6,721	–	–	0.12%	93
2023 Q2	$562K	Buy	6,721 +968	+17%	+$79.3K	0.12%	91
2023 Q1	$478K	Sell	5,753 -643	-10%	-$55.2K	0.1%	95
2022 Q4	$528K	Buy	6,396 +2,184	+52%	+$181K	0.11%	89
2022 Q3	$338K	Sell	4,212 -917	-18%	-$85.7K	0.08%	91
2022 Q2	$467K	Buy	+5,129	New	+$511K	0.11%	86

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Advocate Group's VNQ Position: Q4 2025 in Review

Advocate Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 6,213 shares — an estimated $568K sold.

Advocate Group first reported a position in VNQ in Q2 2022 and held it in 14 quarters. The position peaked at $722K in Q3 2024. 1,754 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

Advocate Group reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Advocate Group sold 6,213 Vanguard Real Estate ETF shares in Q4 2025, an estimated $568K.
Advocate Group first reported a position in Vanguard Real Estate ETF in Q2 2022 and held it in 14 quarters.
Advocate Group's Vanguard Real Estate ETF position peaked at $722K in Q3 2024.
1,754 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Advocate Group's 13F filing for Q4 2025, filed 20 Jan 2026.