FSA Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

FSA Wealth 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	$175K	Buy	1,957 +9	+0.5%	+$816	0.06%	61
2025 Q2	$166K	Buy	1,948 +9	+0.5%	+$794	0.06%	62
2025 Q1	$160K	Buy	1,939 +1,271	+190%	+$115K	0.07%	61
2024 Q4	$59.5K	Hold	668	–	–	0.02%	133
2024 Q3	$65K	Buy	+668	New	+$61.5K	0.03%	132
2024 Q1	$57.7K	Sell	667 -31	-4%	-$2.65K	0.03%	135
2023 Q4	$62K	Buy	+698	New	+$55.3K	0.03%	117
2021 Q1	–	Sell	-753	Closed	-$64K	–	230
2020 Q4	$64K	Buy	+753	New	+$62.5K	0.03%	107
2020 Q3	–	Sell	-853	Closed	-$67K	–	348
2020 Q2	$67K	Hold	853	–	–	0.05%	103
2020 Q1	$60K	Hold	853	–	–	0.05%	95
2019 Q4	$79K	Buy	+853	New	+$79K	0.06%	102

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

FSA Wealth Management's VNQ Position: Q3 2025 in Review

FSA Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.46% in Q3 2025, buying an estimated $816 and bringing the position to 1,957 shares worth $175K. The position accounts for 0.06% of the portfolio, ranked #61.

FSA Wealth Management first reported a position in VNQ in Q4 2019 and has held it in 11 quarters since. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

FSA Wealth Management held 1,957 shares of Vanguard Real Estate ETF worth $175K as of Q3 2025.
FSA Wealth Management bought 9 Vanguard Real Estate ETF shares in Q3 2025, an estimated $816.
Vanguard Real Estate ETF made up 0.06% of FSA Wealth Management's portfolio in Q3 2025, its #61 holding.
FSA Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 11 quarters since.
1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.