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Anderson Financial Strategies’s Vanguard Real Estate ETF VNQ Stock Holding History

Anderson Financial Strategies’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
-448
Closed -$40.6K – 212
2025
Q1 		$40.6K Buy
+448
New +$40.7K 0.02% 117

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anderson Financial Strategies's VNQ Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 448 shares — an estimated $40.6K sold.

Anderson Financial Strategies first reported a position in VNQ in Q1 2025 and held it in 1 quarter. The position peaked at $40.6K in Q1 2025. 1,671 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 448 Vanguard Real Estate ETF shares in Q2 2025, an estimated $40.6K.
  • Anderson Financial Strategies first reported a position in Vanguard Real Estate ETF in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Vanguard Real Estate ETF position peaked at $40.6K in Q1 2025.
  • 1,671 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.