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Bordeaux Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Bordeaux Wealth 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
Q2 		$2.05M Buy
23,031
+1,051
+5% +$92.7K 0.26% 42
2025
Q1 		$1.99M Sell
21,980
-2,305
-9% -$209K 0.37% 38
2024
Q4 		$2.16M Sell
24,285
-504
-2% -$47.6K 0.35% 37
2024
Q3 		$2.41M Buy
24,789
+12
+0% +$1.1K 0.44% 36
2024
Q2 		$2.08M Sell
24,777
-442
-2% -$36.5K 0.4% 36
2024
Q1 		$2.18M Buy
25,219
+3,469
+16% +$296K 0.72% 21
2023
Q4 		$1.92M Sell
21,750
-3,512
-14% -$278K 0.65% 21
2023
Q3 		$1.91M Buy
25,262
+7,135
+39% +$588K 0.77% 21
2023
Q2 		$1.51M Sell
18,127
-1,259
-6% -$103K 0.62% 22
2023
Q1 		$1.61M Buy
19,386
+1,075
+6% +$92.4K 0.83% 18
2022
Q4 		$1.51M Sell
18,311
-143
-0.8% -$11.9K 0.83% 18
2022
Q3 		$1.48M Buy
18,454
+2,382
+15% +$223K 0.93% 19
2022
Q2 		$1.46M Sell
16,072
-4,963
-24% -$495K 1.01% 19
2022
Q1 		$2.28M Sell
21,035
-23,215
-52% -$2.46M 1.23% 19
2021
Q4 		$5.13M Buy
44,250
+25,615
+137% +$2.8M 2.36% 15
2021
Q3 		$1.9M Sell
18,635
-3,022
-14% -$321K 1.08% 21
2021
Q2 		$2.2M Buy
21,657
+357
+2% +$35.4K 1.27% 17
2021
Q1 		$1.96M Sell
21,300
-334
-2% -$29.4K 1.36% 14
2020
Q4 		$1.84M Buy
+21,634
New +$1.79M 1.38% 11

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bordeaux Wealth Advisors's VNQ Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 4.8% in Q2 2025, buying an estimated $92.7K and bringing the position to 23,031 shares worth $2.05M. The position accounts for 0.26% of the portfolio, ranked #42.

Bordeaux Wealth Advisors first reported a position in VNQ in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.13M in Q4 2021. 1,671 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Bordeaux Wealth Advisors held 23,031 shares of Vanguard Real Estate ETF worth $2.05M as of Q2 2025.
  • Bordeaux Wealth Advisors bought 1,051 Vanguard Real Estate ETF shares in Q2 2025, an estimated $92.7K.
  • Vanguard Real Estate ETF made up 0.26% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #42 holding.
  • Bordeaux Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 19 quarters since.
  • Bordeaux Wealth Advisors's Vanguard Real Estate ETF position peaked at $5.13M in Q4 2021.
  • 1,671 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.