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Evolution Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-2,940
Closed -$269K – 175
2025
Q3 		$269K Hold
2,940
– – 0.04% 138
2025
Q2 		$262K Sell
2,940
-365
-11% -$32.2K 0.04% 140
2025
Q1 		$299K Sell
3,305
-55
-2% -$4.99K 0.05% 116
2024
Q4 		$299K Buy
3,360
+585
+21% +$55.3K 0.05% 112
2024
Q3 		$270K Sell
2,775
-1,075
-28% -$99K 0.05% 111
2024
Q2 		$322K Buy
3,850
+575
+18% +$47.5K 0.06% 98
2024
Q1 		$283K Sell
3,275
-60,766
-95% -$5.19M 0.05% 107
2023
Q4 		$5.66M Sell
64,041
-275
-0.4% -$21.8K 1.14% 23
2023
Q3 		$4.87M Buy
64,316
+1,489
+2% +$123K 1.09% 25
2023
Q2 		$5.25M Buy
62,827
+333
+0.5% +$27.3K 1.16% 24
2023
Q1 		$5.19M Sell
62,494
-1,468
-2% -$126K 1.25% 23
2022
Q4 		$5.28M Buy
+63,962
New +$5.3M 1.33% 20

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Evolution Wealth Advisors's VNQ Position: Q4 2025 in Review

Evolution Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 2,940 shares — an estimated $269K sold.

Evolution Wealth Advisors first reported a position in VNQ in Q4 2022 and held it in 12 quarters. The position peaked at $5.66M in Q4 2023. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • Evolution Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Advisors sold 2,940 Vanguard Real Estate ETF shares in Q4 2025, an estimated $269K.
  • Evolution Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 12 quarters.
  • Evolution Wealth Advisors's Vanguard Real Estate ETF position peaked at $5.66M in Q4 2023.
  • 1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Evolution Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.