Conning Inc’s Vanguard Real Estate ETF VNQ Stock Holding History

Conning Inc’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
2026 Q1	$4.24M	Buy	47,789 +2,161	+5%	+$198K	0.14%	138
2025 Q4	$4.04M	Buy	45,628 +5,278	+13%	+$474K	0.14%	145
2025 Q3	$3.69M	Hold	40,350	–	–	0.12%	148
2025 Q2	$3.59M	Sell	40,350 -594	-1%	-$52.4K	0.12%	141
2025 Q1	$3.71M	Sell	40,944 -5,891	-13%	-$535K	0.13%	134
2024 Q4	$4.17M	Hold	46,835	–	–	0.15%	127
2024 Q3	$4.56M	Buy	46,835 +6,433	+16%	+$592K	0.15%	120
2024 Q2	$3.38M	Buy	40,402 +4,372	+12%	+$361K	0.12%	129
2024 Q1	$3.12M	Buy	36,030 +564	+2%	+$48.2K	0.1%	138
2023 Q4	$3.13M	Buy	35,466 +4,795	+16%	+$380K	0.11%	134
2023 Q3	$2.32M	Buy	30,671 +5,056	+20%	+$417K	0.08%	143
2023 Q2	$2.14M	Buy	25,615 +4,371	+21%	+$358K	0.07%	155
2023 Q1	$1.76M	Buy	21,244 +3,205	+18%	+$275K	0.06%	161
2022 Q4	$1.49M	Buy	18,039 +3,057	+20%	+$253K	0.05%	175
2022 Q3	$1.2M	Buy	14,982 +2,367	+19%	+$221K	0.04%	171
2022 Q2	$1.15M	Buy	12,615 +1,908	+18%	+$190K	0.03%	186
2022 Q1	$1.16M	Buy	+10,707	New	+$1.13M	0.03%	190
2014 Q2	–	Sell	-4,357	Closed	-$308K	–	578
2014 Q1	$308K	Hold	4,357	–	–	0.02%	473
2013 Q4	$281K	Hold	4,357	–	–	0.02%	450
2013 Q3	$288K	Buy	+4,357	New	+$296K	0.02%	410

Other funds holding VNQ

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.47T AUM 27.86% 1-Year Est. Return

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