CWM
VNQ icon

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

Centricity 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 		$7.57K Hold
85
– – 0.01% 346
2025
Q1 		$7.7K Hold
85
– – 0.01% 342
2024
Q4 		$7.57K Buy
+85
New +$8.03K 0.01% 354

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Centricity Wealth Management's VNQ Position: Q2 2025 in Review

Centricity Wealth Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2025 at 85 shares worth $7.57K. The position accounts for 0.01% of the portfolio, ranked #346.

Centricity Wealth Management first reported a position in VNQ in Q4 2024 and has held it in 3 quarters since. The position peaked at $7.7K in Q1 2025. 1,672 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Centricity Wealth Management held 85 shares of Vanguard Real Estate ETF worth $7.57K as of Q2 2025.
  • Centricity Wealth Management left its Vanguard Real Estate ETF share count unchanged in Q2 2025.
  • Vanguard Real Estate ETF made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #346 holding.
  • Centricity Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Vanguard Real Estate ETF position peaked at $7.7K in Q1 2025.
  • 1,672 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.