CAWM
VNQ icon

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

Capital A Wealth 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
2025
Q2 		– Sell
-21
Closed -$1.89K – 823
2025
Q1 		$1.89K Buy
+21
New +$1.91K ﹤0.01% 473

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

Capital A Wealth Management's VNQ Position: Q2 2025 in Review

Capital A Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 21 shares — an estimated $1.89K sold.

Capital A Wealth Management first reported a position in VNQ in Q1 2025 and held it in 1 quarter. The position peaked at $1.89K in Q1 2025. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Capital A Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 21 Vanguard Real Estate ETF shares in Q2 2025, an estimated $1.89K.
  • Capital A Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's Vanguard Real Estate ETF position peaked at $1.89K in Q1 2025.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.