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Aspen Grove Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

Aspen Grove Capital’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
-2,480
Closed -$225K – 266
2025
Q1 		$225K Hold
2,480
– – 0.04% 210
2024
Q4 		$221K Hold
2,480
– – 0.05% 180
2024
Q3 		$244K Hold
2,480
– – 0.05% 170
2024
Q2 		$210K Hold
2,480
– – 0.05% 185
2024
Q1 		$214K Buy
+2,480
New +$212K 0.06% 186

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aspen Grove Capital's VNQ Position: Q2 2025 in Review

Aspen Grove Capital sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 2,480 shares — an estimated $225K sold.

Aspen Grove Capital first reported a position in VNQ in Q1 2024 and held it in 5 quarters. The position peaked at $244K in Q3 2024. 1,675 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Aspen Grove Capital reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Aspen Grove Capital sold 2,480 Vanguard Real Estate ETF shares in Q2 2025, an estimated $225K.
  • Aspen Grove Capital first reported a position in Vanguard Real Estate ETF in Q1 2024 and held it in 5 quarters.
  • Aspen Grove Capital's Vanguard Real Estate ETF position peaked at $244K in Q3 2024.
  • 1,675 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Aspen Grove Capital's 13F filing for Q2 2025, filed 14 Aug 2025.