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

Congress 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 		$33.6M Buy
377,695
+320,399
+559% +$28.3M 0.33% 68
2025
Q1 		$5.19M Sell
57,296
-18,497
-24% -$1.68M 0.06% 324
2024
Q4 		$6.75M Buy
75,793
+16,028
+27% +$1.51M 0.09% 248
2024
Q3 		$5.82M Buy
59,765
+47,276
+379% +$4.35M 0.08% 273
2024
Q2 		$1.05M Buy
12,489
+5,072
+68% +$419K 0.02% 418
2024
Q1 		$642K Sell
7,417
-6,483
-47% -$554K 0.01% 424
2023
Q4 		$1.23M Buy
13,900
+5,406
+64% +$428K 0.02% 370
2023
Q3 		$643K Buy
8,494
+3,286
+63% +$271K 0.01% 422
2023
Q2 		$435K Sell
5,208
-13,898
-73% -$1.14M 0.01% 435
2023
Q1 		$1.59M Buy
19,106
+12,251
+179% +$1.05M 0.04% 294
2022
Q4 		$565K Sell
6,855
-315
-4% -$26.1K 0.01% 392
2022
Q3 		$574K Buy
7,170
+280
+4% +$26.2K 0.02% 390
2022
Q2 		$628K Sell
6,890
-1,200
-15% -$120K 0.02% 379
2022
Q1 		$876K Sell
8,090
-8,190
-50% -$867K 0.02% 371
2021
Q4 		$1.89M Buy
+16,280
New +$1.78M 0.04% 313

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

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

Congress Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 559% in Q2 2025, buying an estimated $28.3M and bringing the position to 377,695 shares worth $33.6M. The position accounts for 0.33% of the portfolio, ranked #68.

Congress Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 15 quarters since. 1,675 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Congress Wealth Management held 377,695 shares of Vanguard Real Estate ETF worth $33.6M as of Q2 2025.
  • Congress Wealth Management bought 320,399 Vanguard Real Estate ETF shares in Q2 2025, an estimated $28.3M.
  • Vanguard Real Estate ETF made up 0.33% of Congress Wealth Management's portfolio in Q2 2025, its #68 holding.
  • Congress Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,675 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.