BFG
VNQ icon

Beacon Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Beacon Financial Group’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
-2,339
Closed -$214K – 359
2025
Q3 		$214K Buy
2,339
+75
+3% +$6.8K 0.02% 337
2025
Q2 		$202K Sell
2,264
-350
-13% -$30.9K 0.02% 331
2025
Q1 		$237K Sell
2,614
-63
-2% -$5.72K 0.03% 306
2024
Q4 		$238K Hold
2,677
– – 0.03% 306
2024
Q3 		$261K Hold
2,677
– – 0.03% 293
2024
Q2 		$224K Hold
2,677
– – 0.03% 302
2024
Q1 		$232K Sell
2,677
-77
-3% -$6.58K 0.03% 299
2023
Q4 		$243K Buy
+2,754
New +$218K 0.03% 289

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Beacon Financial Group's VNQ Position: Q4 2025 in Review

Beacon Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 2,339 shares — an estimated $214K sold.

Beacon Financial Group first reported a position in VNQ in Q4 2023 and held it in 8 quarters. The position peaked at $261K in Q3 2024. 1,766 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • Beacon Financial Group reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Group sold 2,339 Vanguard Real Estate ETF shares in Q4 2025, an estimated $214K.
  • Beacon Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 8 quarters.
  • Beacon Financial Group's Vanguard Real Estate ETF position peaked at $261K in Q3 2024.
  • 1,766 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Beacon Financial Group's 13F filing for Q4 2025, filed 1 Apr 2026.