Fiduciary Family Office’s Vanguard Real Estate ETF VNQ Stock Holding History

Fiduciary Family Office’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	-5,991	Closed	-$542K	–	204
2025 Q1	$542K	Buy	+5,991	New	+$544K	0.18%	115
2024 Q4	–	Sell	-7,349	Closed	-$716K	–	248
2024 Q3	$716K	Hold	7,349	–	–	0.24%	89
2024 Q2	$616K	Sell	7,349 -742	-9%	-$61.3K	0.24%	107
2024 Q1	$700K	Sell	8,091 -1,215	-13%	-$104K	0.27%	102
2023 Q4	$822K	Buy	+9,306	New	+$738K	0.36%	57

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fiduciary Family Office's VNQ Position: Q2 2025 in Review

Fiduciary Family Office sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 5,991 shares — an estimated $542K sold.

Fiduciary Family Office first reported a position in VNQ in Q4 2023 and held it in 5 quarters. The position peaked at $822K in Q4 2023. 1,675 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Fiduciary Family Office reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Fiduciary Family Office sold 5,991 Vanguard Real Estate ETF shares in Q2 2025, an estimated $542K.
Fiduciary Family Office first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 5 quarters.
Fiduciary Family Office's Vanguard Real Estate ETF position peaked at $822K in Q4 2023.
1,675 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Fiduciary Family Office's 13F filing for Q2 2025, filed 30 Jul 2025.