CWA
VNQ icon

Consilium Wealth Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Consilium Wealth 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
Q1 		– Sell
-27,330
Closed -$2.43M – 95
2024
Q4 		$2.43M Sell
27,330
-8,043
-23% -$760K 1.16% 24
2024
Q3 		$3.45M Buy
35,373
+2,875
+9% +$265K 1.88% 16
2024
Q2 		$2.72M Buy
32,498
+2,566
+9% +$212K 1.49% 20
2024
Q1 		$2.59M Sell
29,932
-18,014
-38% -$1.54M 1.46% 20
2023
Q4 		$4.24M Buy
47,946
+27,627
+136% +$2.19M 2.55% 12
2023
Q3 		$1.54M Buy
20,319
+800
+4% +$66K 1.08% 23
2023
Q2 		$1.63M Sell
19,519
-1,001
-5% -$82K 1.13% 21
2023
Q1 		$1.7M Sell
20,520
-20,073
-49% -$1.72M 1.45% 16
2022
Q4 		$3.35M Buy
40,593
+6,332
+18% +$525K 2.86% 10
2022
Q3 		$2.75M Sell
34,261
-8,724
-20% -$816K 3.06% 10
2022
Q2 		$3.92M Sell
42,985
-2,516
-6% -$251K 4.22% 5
2022
Q1 		$4.93M Sell
45,501
-6,890
-13% -$729K 3.53% 9
2021
Q4 		$6.08M Buy
+52,391
New +$5.72M 3.94% 7

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Consilium Wealth Advisory's VNQ Position: Q1 2025 in Review

Consilium Wealth Advisory sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 27,330 shares — an estimated $2.43M sold.

Consilium Wealth Advisory first reported a position in VNQ in Q4 2021 and held it in 13 quarters. The position peaked at $6.08M in Q4 2021. 1,713 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Consilium Wealth Advisory reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Consilium Wealth Advisory sold 27,330 Vanguard Real Estate ETF shares in Q1 2025, an estimated $2.43M.
  • Consilium Wealth Advisory first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 13 quarters.
  • Consilium Wealth Advisory's Vanguard Real Estate ETF position peaked at $6.08M in Q4 2021.
  • 1,713 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Consilium Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.