B.O.S.S. Retirement Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

B.O.S.S. Retirement Advisors’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 Q4	–	Sell	-2,885	Closed	-$264K	–	210
2025 Q3	$264K	Sell	2,885 -1,024	-26%	-$92.9K	0.06%	162
2025 Q2	$348K	Sell	3,909 -381	-9%	-$33.6K	0.09%	139
2025 Q1	$388K	Buy	4,290 +169	+4%	+$15.3K	0.11%	118
2024 Q4	$367K	Buy	+4,121	New	+$389K	0.1%	126
2024 Q1	–	Sell	-5,637	Closed	-$498K	–	233
2023 Q4	$498K	Sell	5,637 -36	-0.6%	-$2.85K	0.1%	184
2023 Q3	$429K	Buy	5,673 +320	+6%	+$26.4K	0.09%	193
2023 Q2	$447K	Sell	5,353 -132	-2%	-$10.8K	0.1%	185
2023 Q1	$455K	Buy	5,485 +1,042	+23%	+$89.5K	0.11%	176
2022 Q4	$367K	Buy	+4,443	New	+$368K	0.09%	180

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

B.O.S.S. Retirement Advisors's VNQ Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 2,885 shares — an estimated $264K sold.

B.O.S.S. Retirement Advisors first reported a position in VNQ in Q4 2022 and held it in 9 quarters. The position peaked at $498K in Q4 2023. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

B.O.S.S. Retirement Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 2,885 Vanguard Real Estate ETF shares in Q4 2025, an estimated $264K.
B.O.S.S. Retirement Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 9 quarters.
B.O.S.S. Retirement Advisors's Vanguard Real Estate ETF position peaked at $498K in Q4 2023.
1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.