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Brookmont Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Brookmont Capital 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
2024
Q4 		– Sell
-2,801
Closed -$273K – 56
2024
Q3 		$273K Buy
2,801
+20
+0.7% +$1.84K 0.14% 48
2024
Q2 		$233K Sell
2,781
-386
-12% -$31.9K 0.13% 50
2024
Q1 		$274K Sell
3,167
-499
-14% -$42.6K 0.14% 46
2023
Q4 		$324K Buy
3,666
+123
+3% +$9.75K 0.18% 43
2023
Q3 		$268K Buy
3,543
+96
+3% +$7.92K 0.17% 43
2023
Q2 		$288K Buy
3,447
+128
+4% +$10.5K 0.17% 44
2023
Q1 		$276K Buy
3,319
+11
+0.3% +$945 0.17% 42
2022
Q4 		$273K Buy
3,308
+184
+6% +$15.3K 0.17% 43
2022
Q3 		$250K Buy
3,124
+12
+0.4% +$1.12K 0.17% 44
2022
Q2 		$284K Buy
3,112
+3
+0.1% +$299 0.2% 43
2022
Q1 		$337K Buy
3,109
+4
+0.1% +$423 0.2% 45
2021
Q4 		$360K Buy
3,105
+108
+4% +$11.8K 0.19% 46
2021
Q3 		$305K Buy
+2,997
New +$318K 0.18% 46
2018
Q1 		– Sell
-4,972
Closed -$446K – 69
2017
Q4 		$446K Buy
4,972
+218
+5% +$18.3K 0.19% 49
2017
Q3 		$395K Buy
4,754
+1,148
+32% +$95.9K 0.22% 50
2017
Q2 		$300K Buy
+3,606
New +$301K 0.11% 51
2016
Q3 		– Sell
-2,318
Closed -$206K – 53
2016
Q2 		$206K Buy
+2,318
New +$195K 0.08% 53

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Brookmont Capital Management's VNQ Position: Q4 2024 in Review

Brookmont Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,801 shares — an estimated $273K sold.

Brookmont Capital Management first reported a position in VNQ in Q2 2016 and held it in 17 quarters. The position peaked at $446K in Q4 2017. 1,735 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Brookmont Capital Management reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Brookmont Capital Management sold 2,801 Vanguard Real Estate ETF shares in Q4 2024, an estimated $273K.
  • Brookmont Capital Management first reported a position in Vanguard Real Estate ETF in Q2 2016 and held it in 17 quarters.
  • Brookmont Capital Management's Vanguard Real Estate ETF position peaked at $446K in Q4 2017.
  • 1,735 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Brookmont Capital Management's 13F filing for Q4 2024, filed 16 Jan 2025.