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Financial Advocates Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Financial Advocates Investment Management’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 		$1.28M Buy
14,009
+3,805
+37% +$345K 0.72% 41
2025
Q2 		$909K Sell
10,204
-527
-5% -$46.5K 0.07% 245
2025
Q1 		$972K Buy
10,731
+149
+1% +$13.5K 0.07% 285
2024
Q4 		$943K Buy
10,582
+2,210
+26% +$209K 0.05% 314
2024
Q3 		$981K Sell
8,372
-1,197
-13% -$110K 0.06% 312
2024
Q2 		$801K Sell
9,569
-89
-0.9% -$7.35K 0.05% 337
2024
Q1 		$937K Sell
9,658
-1,413
-13% -$121K 0.05% 322
2023
Q4 		$978K Sell
11,071
-2,373
-18% -$188K 0.06% 293
2023
Q3 		$1.14M Sell
13,444
-1,689
-11% -$139K 0.08% 246
2023
Q2 		$1.26M Sell
15,133
-5,750
-28% -$471K 0.09% 226
2023
Q1 		$1.73M Sell
20,883
-3,850
-16% -$331K 0.12% 191
2022
Q4 		$2.04M Buy
24,733
+3,558
+17% +$295K 0.15% 158
2022
Q3 		$1.71M Sell
21,175
-3,292
-13% -$308K 0.14% 169
2022
Q2 		$2.23M Sell
24,467
-892
-4% -$88.9K 0.18% 139
2022
Q1 		$2.75M Buy
25,359
+1,490
+6% +$158K 0.18% 133
2021
Q4 		$2.74M Sell
23,869
-3,088
-11% -$337K 0.17% 140
2021
Q3 		$2.74M Buy
26,957
+1,901
+8% +$202K 0.19% 132
2021
Q2 		$2.51M Buy
+25,056
New +$2.48M 0.17% 147
2021
Q1 		– Sell
-23,181
Closed -$2.04M – 806
2020
Q4 		$1.99M Sell
23,181
-5,009
-18% -$415K 0.14% 176
2020
Q3 		$2.23M Sell
28,190
-6,303
-18% -$506K 0.19% 112
2020
Q2 		$2.72M Buy
34,493
+6,169
+22% +$468K 0.26% 99
2020
Q1 		$1.98M Sell
28,324
-27,208
-49% -$2.39M 0.28% 90
2019
Q4 		$5.15M Buy
55,532
+6,496
+13% +$602K 0.55% 36
2019
Q3 		$4.57M Sell
49,036
-3,327
-6% -$302K 0.52% 45
2019
Q2 		$4.58M Buy
52,363
+4,691
+10% +$411K 0.53% 44
2019
Q1 		$4.14M Buy
47,672
+16,022
+51% +$1.32M 0.52% 49
2018
Q4 		$2.36M Sell
31,650
-513
-2% -$40.4K 0.32% 89
2018
Q3 		$2.6M Sell
32,163
-21,252
-40% -$1.75M 0.29% 88
2018
Q2 		$4.33M Buy
53,415
+1,293
+2% +$100K 0.52% 46
2018
Q1 		$3.93M Sell
52,122
-4,981
-9% -$381K 0.51% 48
2017
Q4 		$4.74M Buy
+57,103
New +$4.79M 0.65% 34

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 $147B AUM 18.73% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Financial Advocates Investment Management's VNQ Position: Q3 2025 in Review

Financial Advocates Investment Management increased its Vanguard Real Estate ETF (VNQ) stake by 37% in Q3 2025, buying an estimated $345K and bringing the position to 14,009 shares worth $1.28M. The position accounts for 0.72% of the portfolio, ranked #41.

Financial Advocates Investment Management first reported a position in VNQ in Q4 2017 and has held it in 31 quarters since. The position peaked at $5.15M in Q4 2019. 1,677 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Financial Advocates Investment Management held 14,009 shares of Vanguard Real Estate ETF worth $1.28M as of Q3 2025.
  • Financial Advocates Investment Management bought 3,805 Vanguard Real Estate ETF shares in Q3 2025, an estimated $345K.
  • Vanguard Real Estate ETF made up 0.72% of Financial Advocates Investment Management's portfolio in Q3 2025, its #41 holding.
  • Financial Advocates Investment Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 31 quarters since.
  • Financial Advocates Investment Management's Vanguard Real Estate ETF position peaked at $5.15M in Q4 2019.
  • 1,677 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.