HWM
VNQ icon

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

Hemington 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 		$2.25M Sell
24,588
-424
-2% -$38.5K 0.29% 31
2025
Q2 		$2.23M Sell
25,012
-3,340
-12% -$295K 0.32% 31
2025
Q1 		$2.57M Hold
28,352
– – 0.4% 28
2024
Q4 		$2.52M Buy
28,352
+292
+1% +$27.6K 0.64% 29
2024
Q3 		$2.64M Sell
28,060
-1,082
-4% -$99.6K 0.71% 25
2024
Q2 		$2.44M Sell
29,142
-670
-2% -$55.3K 0.82% 25
2024
Q1 		$2.58M Sell
29,812
-487
-2% -$41.6K 0.93% 21
2023
Q4 		$2.68M Sell
30,299
-1,375
-4% -$109K 1.03% 18
2023
Q3 		$2.4M Sell
31,674
-131
-0.4% -$10.8K 1.14% 16
2023
Q2 		$2.66M Sell
31,805
-6,145
-16% -$503K 1.08% 18
2023
Q1 		$3.15M Sell
37,950
-719
-2% -$61.8K 1.27% 14
2022
Q4 		$3.19M Sell
38,669
-1,404
-4% -$116K 1.37% 14
2022
Q3 		$3.21M Sell
40,073
-1,788
-4% -$167K 1.4% 14
2022
Q2 		$3.81M Sell
41,861
-1,285
-3% -$128K 1.51% 14
2022
Q1 		$4.68M Sell
43,146
-1,789
-4% -$189K 1.57% 12
2021
Q4 		$3.82M Buy
44,935
+945
+2% +$103K 1.77% 8
2021
Q3 		$4.48M Buy
43,990
+409
+0.9% +$43.4K 1.65% 10
2021
Q2 		$4.44M Sell
43,581
-857
-2% -$85K 1.89% 8
2021
Q1 		$4.08M Sell
44,438
-497
-1% -$43.7K 1.73% 8
2020
Q4 		$3.82M Buy
+44,935
New +$3.73M 1.77% 8

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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 $162B AUM 16.35% 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 $45.6B AUM 18.83% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Hemington Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 1.7% in Q3 2025, selling an estimated $38.5K and leaving 24,588 shares worth $2.25M. The position accounts for 0.29% of the portfolio, ranked #31.

Hemington Wealth Management first reported a position in VNQ in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.68M in Q1 2022. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Hemington Wealth Management held 24,588 shares of Vanguard Real Estate ETF worth $2.25M as of Q3 2025.
  • Hemington Wealth Management sold 424 Vanguard Real Estate ETF shares in Q3 2025, an estimated $38.5K.
  • Vanguard Real Estate ETF made up 0.29% of Hemington Wealth Management's portfolio in Q3 2025, its #31 holding.
  • Hemington Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 20 quarters since.
  • Hemington Wealth Management's Vanguard Real Estate ETF position peaked at $4.68M in Q1 2022.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.