Heartwood Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Heartwood Wealth Advisors’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 Q4	–	Sell	-515	Closed	-$47.1K	–	584
2025 Q3	$47.1K	Buy	+515	New	+$46.7K	﹤0.01%	307
2021 Q1	–	Sell	-28,677	Closed	-$2.44M	–	91
2020 Q4	$2.44M	Buy	28,677 +604	+2%	+$50.1K	0.39%	34
2020 Q3	$2.22M	Buy	28,073 +21	+0.1%	+$1.69K	0.42%	31
2020 Q2	$2.2M	Sell	28,052 -45	-0.2%	-$3.41K	0.44%	29
2020 Q1	$1.96M	Sell	28,097 -1,276	-4%	-$112K	0.47%	28
2019 Q4	$2.73M	Buy	+29,373	New	+$2.72M	0.52%	30

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Heartwood Wealth Advisors's VNQ Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 515 shares — an estimated $47.1K sold.

Heartwood Wealth Advisors first reported a position in VNQ in Q4 2019 and held it in 6 quarters. The position peaked at $2.73M in Q4 2019. 1,766 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 515 Vanguard Real Estate ETF shares in Q4 2025, an estimated $47.1K.
Heartwood Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 6 quarters.
Heartwood Wealth Advisors's Vanguard Real Estate ETF position peaked at $2.73M in Q4 2019.
1,766 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.