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Clear Creek Financial Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Clear Creek Financial 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
-2,727
Closed -$247K – 582
2025
Q1 		$247K Buy
+2,727
New +$248K 0.03% 439
2024
Q3 		– Sell
-2,659
Closed -$223K – 481
2024
Q2 		$223K Sell
2,659
-120
-4% -$9.91K 0.03% 400
2024
Q1 		$240K Sell
2,779
-876
-24% -$74.8K 0.03% 367
2023
Q4 		$323K Sell
3,655
-363
-9% -$28.8K 0.05% 255
2023
Q3 		$304K Sell
4,018
-83
-2% -$6.84K 0.05% 238
2023
Q2 		$343K Sell
4,101
-1,060
-21% -$86.8K 0.06% 224
2023
Q1 		$429K Sell
5,161
-277
-5% -$23.8K 0.08% 180
2022
Q4 		$449K Buy
5,438
+994
+22% +$82.4K 0.1% 161
2022
Q3 		$356K Buy
4,444
+132
+3% +$12.3K 0.08% 175
2022
Q2 		$393K Sell
4,312
-106
-2% -$10.6K 0.08% 180
2022
Q1 		$479K Buy
4,418
+88
+2% +$9.31K 0.08% 196
2021
Q4 		$502K Sell
4,330
-837
-16% -$91.4K 0.08% 184
2021
Q3 		$526K Buy
5,167
+122
+2% +$12.9K 0.08% 182
2021
Q2 		$514K Buy
+5,045
New +$500K 0.08% 180
2020
Q4 		– Sell
-333,918
Closed -$26.4M – 334
2020
Q3 		$26.4M Buy
+333,918
New +$26.8M 1.2% 21

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

Clear Creek Financial Management's VNQ Position: Q2 2025 in Review

Clear Creek Financial Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 2,727 shares — an estimated $247K sold.

Clear Creek Financial Management first reported a position in VNQ in Q3 2020 and held it in 15 quarters. The position peaked at $26.4M in Q3 2020. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Clear Creek Financial Management reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 2,727 Vanguard Real Estate ETF shares in Q2 2025, an estimated $247K.
  • Clear Creek Financial Management first reported a position in Vanguard Real Estate ETF in Q3 2020 and held it in 15 quarters.
  • Clear Creek Financial Management's Vanguard Real Estate ETF position peaked at $26.4M in Q3 2020.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Clear Creek Financial Management's 13F filing for Q2 2025, filed 23 Jul 2025.