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

Freedom 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	–	Sell	-37,317	Closed	-$3.32M	–	700
2025 Q2	$3.32M	Sell	37,317 -895	-2%	-$78.9K	0.27%	58
2025 Q1	$3.46M	Sell	38,212 -646	-2%	-$58.6K	0.29%	58
2024 Q4	$3.46M	Sell	38,858 -1,447	-4%	-$137K	0.29%	59
2024 Q3	$3.93M	Sell	40,305 -2,140	-5%	-$197K	0.31%	55
2024 Q2	$3.56M	Sell	42,445 -26,646	-39%	-$2.2M	0.29%	60
2024 Q1	$5.97M	Sell	69,091 -10,224	-13%	-$874K	0.48%	39
2023 Q4	$7.01M	Sell	79,315 -8,871	-10%	-$703K	0.57%	32
2023 Q3	$6.67M	Sell	88,186 -5,387	-6%	-$444K	0.82%	18
2023 Q2	$7.82M	Buy	93,573 +1,482	+2%	+$121K	0.88%	14
2023 Q1	$7.65M	Buy	92,091 +7,539	+9%	+$648K	0.86%	11
2022 Q4	$6.97M	Buy	84,552 +4,126	+5%	+$342K	0.78%	10
2022 Q3	$6.45M	Sell	80,426 -10,517	-12%	-$983K	0.74%	12
2022 Q2	$8.29M	Sell	90,943 -13,130	-13%	-$1.31M	0.88%	9
2022 Q1	$11.3M	Sell	104,073 -63,041	-38%	-$6.67M	1.01%	7
2021 Q4	$19.4M	Buy	167,114 +44,041	+36%	+$4.81M	1.42%	6
2021 Q3	$12.5M	Sell	123,073 -74,473	-38%	-$7.9M	0.96%	14
2021 Q2	$20.1M	Sell	197,546 -18,089	-8%	-$1.79M	1.5%	5
2021 Q1	$19.8M	Buy	215,635 +60,186	+39%	+$5.29M	1.54%	5
2020 Q4	$13.2M	Buy	155,449 +23,004	+17%	+$1.91M	1.45%	10
2020 Q3	$10.5M	Sell	132,445 -72,801	-35%	-$5.84M	1.14%	13
2020 Q2	$16.1M	Buy	205,246 +9,019	+5%	+$684K	1.76%	6
2020 Q1	$18.8M	Sell	196,227 -797	-0.4%	-$70K	1.66%	7
2019 Q4	$18.3M	Sell	197,024 -293,095	-60%	-$27.1M	1.61%	8
2019 Q3	$45.7M	Buy	490,119 +273,923	+127%	+$24.9M	3.97%	3
2019 Q2	$18.9M	Sell	216,196 -372,369	-63%	-$32.6M	1.58%	8
2019 Q1	$51.2M	Buy	588,565 +294,980	+100%	+$24.4M	4.1%	2
2018 Q4	$21.9M	Sell	293,585 -506,023	-63%	-$39.9M	1.7%	7
2018 Q3	$66.4M	Sell	799,608 -36,403	-4%	-$3M	4.16%	2
2018 Q2	$68.1M	Buy	836,011 +556,794	+199%	+$43.1M	4.1%	2
2018 Q1	$21.1M	Sell	279,217 -6,099	-2%	-$467K	1.08%	12
2017 Q4	$23.7M	Buy	285,316 +15,921	+6%	+$1.33M	1.21%	13
2017 Q3	$22.4M	Buy	269,395 +35,893	+15%	+$3M	1.23%	12
2017 Q2	$19.4M	Buy	233,502 +21,346	+10%	+$1.78M	1.11%	14
2017 Q1	$17.5M	Buy	212,156 +18,016	+9%	+$1.49M	1.02%	15
2016 Q4	$16M	Buy	194,140 +32,556	+20%	+$2.65M	1.01%	14
2016 Q3	$14M	Sell	161,584 -758,883	-82%	-$67.7M	0.9%	16
2016 Q2	$81.6M	Buy	920,467 +8,572	+0.9%	+$720K	5.56%	3
2016 Q1	$76.4M	Sell	911,895 -84,751	-9%	-$6.6M	5.53%	3
2015 Q4	$79.5M	Buy	996,646 +987,064	+10,301%	+$78.1M	6.03%	3
2015 Q3	$708K	Sell	9,582 -53,697	-85%	-$4.12M	0.07%	232
2015 Q2	$4.73M	Sell	63,279 -591,670	-90%	-$47.3M	0.49%	35
2015 Q1	$55.2M	Buy	654,949 +95,703	+17%	+$8.13M	6.09%	3
2014 Q4	$45.3M	Buy	559,246 +122,608	+28%	+$9.62M	5.88%	3
2014 Q3	$31.4M	Buy	436,638 +35,175	+9%	+$2.65M	5.53%	3
2014 Q2	$30M	Buy	401,463 +28,768	+8%	+$2.12M	5.05%	4
2014 Q1	$26.3M	Buy	372,695 +335,279	+896%	+$23M	5.62%	4
2013 Q4	$2.42M	Sell	37,416 -1,971	-5%	-$132K	0.6%	22
2013 Q3	$2.6M	Sell	39,387 -3,523	-8%	-$239K	0.74%	18
2013 Q2	$2.95M	Buy	+42,910	New	+$3.12M	1%	16

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Freedom Investment Management's VNQ Position: Q3 2025 in Review

Freedom Investment Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2025, closing a stake of 37,317 shares — an estimated $3.32M sold.

Freedom Investment Management first reported a position in VNQ in Q2 2013 and held it in 49 quarters. The position peaked at $81.6M in Q2 2016. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

Freedom Investment Management reported no remaining Vanguard Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 37,317 Vanguard Real Estate ETF shares in Q3 2025, an estimated $3.32M.
Freedom Investment Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 49 quarters.
Freedom Investment Management's Vanguard Real Estate ETF position peaked at $81.6M in Q2 2016.
1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.