Diligent Investors’s Vanguard Real Estate ETF VNQ Stock Holding History

Diligent Investors’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	-4,034	Closed	-$359K	–	352
2025 Q2	$359K	Sell	4,034 -2,045	-34%	-$180K	0.09%	241
2025 Q1	$550K	Hold	6,079	–	–	0.13%	190
2024 Q4	$542K	Buy	6,079 +12	+0.2%	+$1.13K	0.12%	193
2024 Q3	$591K	Hold	6,067	–	–	0.14%	176
2024 Q2	$508K	Hold	6,067	–	–	0.13%	180
2024 Q1	$525K	Buy	6,067 +2,035	+50%	+$174K	0.13%	185
2023 Q4	$356K	Sell	4,032 -2,174	-35%	-$172K	0.1%	217
2023 Q3	$470K	Buy	6,206 +2,175	+54%	+$179K	0.14%	168
2023 Q2	$337K	Sell	4,031 -21	-0.5%	-$1.72K	0.1%	199
2023 Q1	$337K	Hold	4,052	–	–	0.1%	193
2022 Q4	$334K	Buy	4,052 +1,400	+53%	+$116K	0.11%	191
2022 Q3	$213K	Buy	2,652 +1	+0%	+$94	0.08%	228
2022 Q2	$242K	Buy	2,651 +21	+0.8%	+$2.09K	0.08%	215
2022 Q1	$285K	Buy	2,630 +15	+0.6%	+$1.59K	0.08%	213
2021 Q4	$303K	Sell	2,615 -1,000	-28%	-$109K	0.08%	201
2021 Q3	$368K	Hold	3,615	–	–	0.13%	155
2021 Q2	$368K	Buy	3,615 +1,000	+38%	+$99.2K	0.12%	156
2021 Q1	$240K	Buy	2,615 +15	+0.6%	+$1.32K	0.09%	197
2020 Q4	$221K	Hold	2,600	–	–	0.09%	187
2020 Q3	$205K	Hold	2,600	–	–	0.09%	183
2020 Q2	$204K	Buy	+2,600	New	+$197K	0.1%	177
2020 Q1	–	Sell	-4,900	Closed	-$455K	–	212
2019 Q4	$455K	Hold	4,900	–	–	0.21%	103
2019 Q3	$457K	Hold	4,900	–	–	0.22%	111
2019 Q2	$428K	Hold	4,900	–	–	0.21%	117
2019 Q1	$426K	Sell	4,900 -190	-4%	-$15.7K	0.24%	103
2018 Q4	$380K	Hold	5,090	–	–	0.25%	103
2018 Q3	$411K	Buy	5,090 +2,490	+96%	+$205K	0.23%	114
2018 Q2	$212K	Buy	+2,600	New	+$201K	0.13%	169
2018 Q1	–	Sell	-4,499	Closed	-$373K	–	207
2017 Q4	$373K	Buy	4,499 +1,899	+73%	+$159K	0.24%	116
2017 Q3	$216K	Hold	2,600	–	–	0.16%	154
2017 Q2	$216K	Hold	2,600	–	–	0.15%	161
2017 Q1	$215K	Hold	2,600	–	–	0.16%	138
2016 Q4	$214K	Hold	2,600	–	–	0.17%	147
2016 Q3	$226K	Hold	2,600	–	–	0.18%	140
2016 Q2	$231K	Hold	2,600	–	–	0.22%	125
2016 Q1	$218K	Hold	2,600	–	–	0.24%	121
2015 Q4	$207K	Hold	2,600	–	–	0.23%	117
2015 Q3	$210K	Hold	2,600	–	–	0.23%	128
2015 Q2	$203K	Hold	2,600	–	–	0.21%	131
2015 Q1	$208K	Hold	2,600	–	–	0.21%	134
2014 Q4	$221K	Buy	+2,600	New	+$204K	0.23%	129

Other funds holding VNQ

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Diligent Investors's VNQ Position: Q3 2025 in Review

Diligent Investors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2025, closing a stake of 4,034 shares — an estimated $359K sold.

Diligent Investors first reported a position in VNQ in Q4 2014 and held it in 41 quarters. The position peaked at $591K in Q3 2024. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

Diligent Investors reported no remaining Vanguard Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Diligent Investors sold 4,034 Vanguard Real Estate ETF shares in Q3 2025, an estimated $359K.
Diligent Investors first reported a position in Vanguard Real Estate ETF in Q4 2014 and held it in 41 quarters.
Diligent Investors's Vanguard Real Estate ETF position peaked at $591K in Q3 2024.
1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Diligent Investors's 13F filing for Q3 2025, filed 14 Nov 2025.