AF
VNQ icon

Affiance Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Affiance Financial’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
-2,874
Closed -$256K – 107
2024
Q4 		$256K Sell
2,874
-768
-21% -$72.6K 0.06% 92
2024
Q3 		$355K Sell
3,642
-877
-19% -$80.8K 0.09% 78
2024
Q2 		$379K Sell
4,519
-1,985
-31% -$164K 0.1% 71
2024
Q1 		$563K Sell
6,504
-33,587
-84% -$2.87M 0.15% 61
2023
Q4 		$3.54M Sell
40,091
-20,353
-34% -$1.61M 1.03% 19
2023
Q3 		$4.57M Sell
60,444
-1,867
-3% -$154K 2.32% 8
2023
Q2 		$5.21M Buy
62,311
+869
+1% +$71.2K 2.54% 8
2023
Q1 		$5.1M Buy
61,442
+3,109
+5% +$267K 2.7% 8
2022
Q4 		$4.81M Buy
58,333
+723
+1% +$59.9K 1.95% 13
2022
Q3 		$4.62M Buy
57,610
+100
+0.2% +$9.35K 2.6% 9
2022
Q2 		$5.24M Sell
57,510
-2,236
-4% -$223K 2.83% 9
2022
Q1 		$6.47M Sell
59,746
-2,875
-5% -$304K 3.15% 9
2021
Q4 		$7.26M Sell
62,621
-331
-0.5% -$36.2K 3.03% 9
2021
Q3 		$6.41M Sell
62,952
-1,372
-2% -$146K 2.79% 10
2021
Q2 		$6.55M Sell
64,324
-6,178
-9% -$613K 2.78% 10
2021
Q1 		$6.48M Sell
70,502
-33,757
-32% -$2.97M 2.89% 9
2020
Q4 		$8.86M Buy
104,259
+8,383
+9% +$695K 4.61% 6
2020
Q3 		$7.57M Buy
95,876
+817
+0.9% +$65.6K 4.37% 6
2020
Q2 		$7.46M Buy
95,059
+3,719
+4% +$282K 4.06% 7
2020
Q1 		$6.38M Buy
91,340
+7,301
+9% +$641K 4.4% 7
2019
Q4 		$7.8M Buy
84,039
+40,895
+95% +$3.79M 4.3% 7
2019
Q3 		$4.02M Sell
43,144
-342
-0.8% -$31K 2.44% 8
2019
Q2 		$3.8M Sell
43,486
-159
-0.4% -$13.9K 2.32% 8
2019
Q1 		$3.79M Buy
43,645
+2,710
+7% +$224K 2.39% 8
2018
Q4 		$3.05M Buy
40,935
+78
+0.2% +$6.14K 2.02% 10
2018
Q3 		$3.3M Sell
40,857
-4,748
-10% -$391K 2.17% 7
2018
Q2 		$3.71M Sell
45,605
-13,625
-23% -$1.06M 2.84% 6
2018
Q1 		$4.47M Sell
59,230
-63,975
-52% -$4.9M 3.95% 5
2017
Q4 		$10.2M Buy
123,205
+1,685
+1% +$141K 7.57% 3
2017
Q3 		$10.1M Buy
121,520
+2,237
+2% +$187K 8.13% 3
2017
Q2 		$9.93M Buy
119,283
+3,604
+3% +$301K 7.91% 3
2017
Q1 		$9.55M Buy
115,679
+8,387
+8% +$696K 7.39% 5
2016
Q4 		$8.86M Buy
107,292
+30,839
+40% +$2.51M 7.1% 5
2016
Q3 		$6.63M Buy
76,453
+16,705
+28% +$1.49M 5.39% 5
2016
Q2 		$5.3M Buy
59,748
+13,319
+29% +$1.12M 4.48% 5
2016
Q1 		$3.89M Buy
46,429
+685
+1% +$53.3K 3.73% 8
2015
Q4 		$3.65M Sell
45,744
-1,761
-4% -$139K 3.75% 7
2015
Q3 		$3.59M Sell
47,505
-1,653
-3% -$127K 4.5% 6
2015
Q2 		$3.67M Buy
49,158
+7,239
+17% +$579K 4.68% 3
2015
Q1 		$3.53M Buy
41,919
+12,019
+40% +$1.02M 5.37% 3
2014
Q4 		$2.42M Buy
+29,900
New +$2.35M 4.25% 5

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

Affiance Financial's VNQ Position: Q1 2025 in Review

Affiance Financial sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 2,874 shares — an estimated $256K sold.

Affiance Financial first reported a position in VNQ in Q4 2014 and held it in 41 quarters. The position peaked at $10.2M in Q4 2017. 1,713 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Affiance Financial reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Affiance Financial sold 2,874 Vanguard Real Estate ETF shares in Q1 2025, an estimated $256K.
  • Affiance Financial first reported a position in Vanguard Real Estate ETF in Q4 2014 and held it in 41 quarters.
  • Affiance Financial's Vanguard Real Estate ETF position peaked at $10.2M in Q4 2017.
  • 1,713 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Affiance Financial's 13F filing for Q1 2025, filed 9 Apr 2025.