Atria Wealth Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History

Atria Wealth Solutions’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	$10.4M	Sell	116,987 -146,291	-56%	-$12.9M	0.24%	94
2025 Q1	$23.8M	Sell	263,278 -115,190	-30%	-$10.5M	0.29%	70
2024 Q4	$33.7M	Buy	378,468 +106,219	+39%	+$10M	0.37%	50
2024 Q3	$26.7M	Sell	272,249 -3,584	-1%	-$330K	0.29%	69
2024 Q2	$23.3M	Sell	275,833 -15,149	-5%	-$1.25M	0.26%	78
2024 Q1	$25.2M	Buy	290,982 +57,893	+25%	+$4.95M	0.28%	70
2023 Q4	$20.6M	Sell	233,089 -2,004	-0.9%	-$159K	0.26%	79
2023 Q3	$17.9M	Buy	235,093 +72,086	+44%	+$5.94M	0.25%	88
2023 Q2	$13.7M	Buy	163,007 +4,308	+3%	+$353K	0.19%	116
2023 Q1	$13.2M	Buy	158,699 +17,119	+12%	+$1.47M	0.19%	118
2022 Q4	$11.7M	Sell	141,580 -6,586	-4%	-$546K	0.19%	125
2022 Q3	$11.9M	Sell	148,166 -4,440	-3%	-$415K	0.21%	107
2022 Q2	$13.9M	Sell	152,606 -40,501	-21%	-$4.04M	0.26%	86
2022 Q1	$20.9M	Buy	+193,107	New	+$20.4M	0.35%	54

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's VNQ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Real Estate ETF (VNQ) stake by 56% in Q2 2025, selling an estimated $12.9M and leaving 116,987 shares worth $10.4M. The position accounts for 0.24% of the portfolio, ranked #94.

Atria Wealth Solutions first reported a position in VNQ in Q1 2022 and has held it in 14 quarters since. The position peaked at $33.7M in Q4 2024. 1,672 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Atria Wealth Solutions held 116,987 shares of Vanguard Real Estate ETF worth $10.4M as of Q2 2025.
Atria Wealth Solutions sold 146,291 Vanguard Real Estate ETF shares in Q2 2025, an estimated $12.9M.
Vanguard Real Estate ETF made up 0.24% of Atria Wealth Solutions's portfolio in Q2 2025, its #94 holding.
Atria Wealth Solutions first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Real Estate ETF position peaked at $33.7M in Q4 2024.
1,672 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.