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

Darwin 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 		– Sell
-2
Closed -$178 – 678
2025
Q1 		$178 Hold
2
– – ﹤0.01% 613
2024
Q4 		$178 Hold
2
– – ﹤0.01% 613
2024
Q3 		$195 Buy
+2
New +$184 ﹤0.01% 621
2023
Q2 		– Sell
-2,488
Closed -$206K – 169
2023
Q1 		$206K Sell
2,488
-1,164
-32% -$100K 0.06% 151
2022
Q4 		$322K Sell
3,652
-265
-7% -$22K 0.08% 122
2022
Q3 		$309K Sell
3,917
-778
-17% -$72.7K 0.08% 123
2022
Q2 		$455K Sell
4,695
-6,380
-58% -$636K 0.09% 117
2022
Q1 		$1.2M Sell
11,075
-952
-8% -$101K 0.2% 85
2021
Q4 		$1.27M Sell
12,027
-888
-7% -$97K 0.2% 81
2021
Q3 		$1.31M Buy
12,915
+1,518
+13% +$161K 0.21% 76
2021
Q2 		$1.16M Sell
11,397
-1,322
-10% -$131K 0.19% 73
2021
Q1 		$1.17M Buy
12,719
+3,875
+44% +$341K 0.2% 78
2020
Q4 		$751K Buy
8,844
+3,311
+60% +$275K 0.14% 96
2020
Q3 		$436K Buy
+5,533
New +$444K 0.09% 109
2020
Q2 		– Sell
-763
Closed -$53K – 772
2020
Q1 		$53K Buy
+763
New +$67K 0.02% 232
2016
Q4 		– Sell
-35,800
Closed -$3.1M – 123
2016
Q3 		$3.1M Buy
35,800
+5,266
+17% +$470K 2.4% 13
2016
Q2 		$2.71M Buy
+30,534
New +$2.57M 2.31% 11

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

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

Darwin Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 2 shares — an estimated $178 sold.

Darwin Wealth Management first reported a position in VNQ in Q2 2016 and held it in 17 quarters. The position peaked at $3.1M in Q3 2016. 1,671 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Darwin Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Darwin Wealth Management sold 2 Vanguard Real Estate ETF shares in Q2 2025, an estimated $178.
  • Darwin Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2016 and held it in 17 quarters.
  • Darwin Wealth Management's Vanguard Real Estate ETF position peaked at $3.1M in Q3 2016.
  • 1,671 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Darwin Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.