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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
2021
Q2 		– Sell
-22,798
Closed -$2.1M – 842
2021
Q1 		$2.1M Buy
+22,798
New +$2M 0.15% 167

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.