Equita Financial Network’s Vanguard Real Estate ETF VNQ Stock Holding History

Equita Financial Network’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	-3,198	Closed	-$290K	–	88
2025 Q1	$290K	Sell	3,198 -1	-0%	-$91	0.1%	71
2024 Q4	$285K	Sell	3,199 -106	-3%	-$10K	0.1%	70
2024 Q3	$322K	Buy	3,305 +906	+38%	+$83.4K	0.12%	64
2024 Q2	$201K	Sell	2,399 -2,040	-46%	-$168K	0.08%	78
2024 Q1	$384K	Sell	4,439 -257	-5%	-$22K	0.17%	57
2023 Q4	$415K	Buy	4,696 +977	+26%	+$77.4K	0.22%	49
2023 Q3	$281K	Buy	+3,719	New	+$307K	0.17%	50

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equita Financial Network's VNQ Position: Q2 2025 in Review

Equita Financial Network sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 3,198 shares — an estimated $290K sold.

Equita Financial Network first reported a position in VNQ in Q3 2023 and held it in 7 quarters. The position peaked at $415K in Q4 2023. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Equita Financial Network reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Equita Financial Network sold 3,198 Vanguard Real Estate ETF shares in Q2 2025, an estimated $290K.
Equita Financial Network first reported a position in Vanguard Real Estate ETF in Q3 2023 and held it in 7 quarters.
Equita Financial Network's Vanguard Real Estate ETF position peaked at $415K in Q4 2023.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Equita Financial Network's 13F filing for Q2 2025, filed 1 Aug 2025.