Empowered Funds’s Vanguard Real Estate ETF VNQ Stock Holding History

Empowered Funds’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	$21.8M	Buy	+245,563	New	+$22.5M	0.14%	143
2025 Q4	–	Sell	-80,150	Closed	-$7.33M	–	1890
2025 Q3	$7.33M	Buy	80,150 +8,304	+12%	+$753K	0.07%	358
2025 Q2	$6.4M	Sell	71,846 -26,290	-27%	-$2.32M	0.07%	372
2025 Q1	$8.89M	Buy	98,136 +6,776	+7%	+$615K	0.13%	191
2024 Q4	$8.14M	Buy	91,360 +14,881	+19%	+$1.41M	0.12%	222
2024 Q3	$7.45M	Buy	76,479 +10,471	+16%	+$964K	0.12%	238
2024 Q2	$5.53M	Sell	66,008 -58,031	-47%	-$4.79M	0.1%	272
2024 Q1	$10.7M	Buy	124,039 +98,892	+393%	+$8.45M	0.19%	106
2023 Q4	$2.22M	Buy	+25,147	New	+$1.99M	0.06%	487

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