Atticus Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Atticus Wealth Management’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 Q3	–	Sell	-137	Closed	-$12.2K	–	627
2025 Q2	$12.2K	Buy	+137	New	+$12.1K	﹤0.01%	460
2022 Q4	–	Sell	-68	Closed	-$6K	–	642
2022 Q3	$6K	Hold	68	–	–	﹤0.01%	426
2022 Q2	$6K	Hold	68	–	–	﹤0.01%	457
2022 Q1	$7K	Sell	68 -187	-73%	-$19.8K	﹤0.01%	442
2021 Q4	$30K	Hold	255	–	–	0.01%	281
2021 Q3	$26K	Sell	255 -37	-13%	-$3.92K	0.01%	294
2021 Q2	$30K	Buy	292 +142	+95%	+$14.1K	0.01%	268
2021 Q1	$14K	Hold	150	–	–	0.01%	292
2020 Q4	$13K	Hold	150	–	–	0.01%	285
2020 Q3	$12K	Hold	150	–	–	0.01%	250
2020 Q2	$12K	Hold	150	–	–	0.01%	240
2020 Q1	$10K	Hold	150	–	–	0.01%	232
2019 Q4	$14K	Buy	+150	New	+$13.9K	0.01%	240

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Atticus Wealth Management's VNQ Position: Q3 2025 in Review

Atticus Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2025, closing a stake of 137 shares — an estimated $12.2K sold.

Atticus Wealth Management first reported a position in VNQ in Q4 2019 and held it in 13 quarters. The position peaked at $30K in Q4 2021. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

Atticus Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 137 Vanguard Real Estate ETF shares in Q3 2025, an estimated $12.2K.
Atticus Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 13 quarters.
Atticus Wealth Management's Vanguard Real Estate ETF position peaked at $30K in Q4 2021.
1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.