CA
VNQ icon

Cohalo Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Cohalo Advisory’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
Q3 		– Sell
-323
Closed -$28.8K – 15
2025
Q2 		$28.8K Buy
+323
New +$28.5K 2.2% 10

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Cohalo Advisory's VNQ Position: Q3 2025 in Review

Cohalo Advisory sold out of Vanguard Real Estate ETF (VNQ) in Q3 2025, closing a stake of 323 shares — an estimated $28.8K sold.

Cohalo Advisory first reported a position in VNQ in Q2 2025 and held it in 1 quarter. The position peaked at $28.8K in Q2 2025. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Cohalo Advisory reported no remaining Vanguard Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Cohalo Advisory sold 323 Vanguard Real Estate ETF shares in Q3 2025, an estimated $28.8K.
  • Cohalo Advisory first reported a position in Vanguard Real Estate ETF in Q2 2025 and held it in 1 quarter.
  • Cohalo Advisory's Vanguard Real Estate ETF position peaked at $28.8K in Q2 2025.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Cohalo Advisory's 13F filing for Q3 2025, filed 10 Nov 2025.