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

Axiom 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 Q3	–	Sell	-5,129	Closed	-$457K	–	54
2025 Q2	$457K	Sell	5,129 -267	-5%	-$23.5K	0.25%	26
2025 Q1	$489K	Buy	+5,396	New	+$490K	0.29%	26
2022 Q3	–	Sell	-9,838	Closed	-$896K	–	76
2022 Q2	$896K	Sell	9,838 -1,672	-15%	-$167K	0.47%	32
2022 Q1	$1.19M	Sell	11,510 -122	-1%	-$12.9K	0.6%	27
2021 Q4	$1.35M	Buy	11,632 +726	+7%	+$79.3K	0.61%	29
2021 Q3	$1.11M	Buy	10,906 +8,536	+360%	+$905K	0.52%	31
2021 Q2	$241K	Buy	+2,370	New	+$235K	0.11%	60
2021 Q1	–	Sell	-2,585	Closed	-$204K	–	85
2020 Q4	$204K	Hold	2,585	–	–	0.12%	68
2020 Q3	$204K	Sell	2,585 -1,380	-35%	-$111K	0.12%	68
2020 Q2	$311K	Sell	3,965 -8,448	-68%	-$640K	0.2%	44
2020 Q1	$867K	Buy	+12,413	New	+$1.09M	0.7%	23

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

Axiom Financial Strategies's VNQ Position: Q3 2025 in Review

Axiom Financial Strategies sold out of Vanguard Real Estate ETF (VNQ) in Q3 2025, closing a stake of 5,129 shares — an estimated $457K sold.

Axiom Financial Strategies first reported a position in VNQ in Q1 2020 and held it in 11 quarters. The position peaked at $1.35M in Q4 2021. 1,674 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

Axiom Financial Strategies reported no remaining Vanguard Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Axiom Financial Strategies sold 5,129 Vanguard Real Estate ETF shares in Q3 2025, an estimated $457K.
Axiom Financial Strategies first reported a position in Vanguard Real Estate ETF in Q1 2020 and held it in 11 quarters.
Axiom Financial Strategies's Vanguard Real Estate ETF position peaked at $1.35M in Q4 2021.
1,674 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Axiom Financial Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.