Horan Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Horan Capital 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 Q1	$290K	Hold	3,198	–	–	0.1%	95
2024 Q4	$285K	Hold	3,198	–	–	0.1%	93
2024 Q3	$312K	Hold	3,198	–	–	0.1%	96
2024 Q2	$268K	Hold	3,198	–	–	0.09%	99
2024 Q1	$277K	Sell	3,198 -200	-6%	-$17.1K	0.1%	99
2023 Q4	$300K	Hold	3,398	–	–	0.11%	92
2023 Q3	$257K	Sell	3,398 -23	-0.7%	-$1.9K	0.1%	95
2023 Q2	$286K	Sell	3,421 -384	-10%	-$31.5K	0.11%	87
2023 Q1	$316K	Buy	3,805 +3	+0.1%	+$258	0.13%	83
2022 Q4	$314K	Buy	3,802 +381	+11%	+$31.6K	0.14%	80
2022 Q3	$274K	Hold	3,421	–	–	0.13%	79
2022 Q2	$312K	Sell	3,421 -64	-2%	-$6.38K	0.14%	74
2022 Q1	$378K	Buy	3,485 +23	+0.7%	+$2.43K	0.15%	74
2021 Q4	$402K	Hold	3,462	–	–	0.16%	71
2021 Q3	$352K	Hold	3,462	–	–	0.16%	71
2021 Q2	$352K	Sell	3,462 -1	-0%	-$99	0.16%	69
2021 Q1	$318K	Buy	3,463 +338	+11%	+$29.7K	0.15%	69
2020 Q4	$265K	Buy	3,125 +63	+2%	+$5.22K	0.14%	74
2020 Q3	$242K	Sell	3,062 -165	-5%	-$13.2K	0.14%	70
2020 Q2	$253K	Hold	3,227	–	–	0.17%	65
2020 Q1	$225K	Hold	3,227	–	–	0.18%	62
2019 Q4	$299K	Hold	3,227	–	–	0.18%	63
2019 Q3	$301K	Hold	3,227	–	–	0.18%	64
2019 Q2	$282K	Hold	3,227	–	–	0.19%	64
2019 Q1	$280K	Sell	3,227 -153	-5%	-$12.6K	0.18%	64
2018 Q4	$252K	Hold	3,380	–	–	0.17%	64
2018 Q3	$273K	Hold	3,380	–	–	0.18%	60
2018 Q2	$275K	Sell	3,380 -451	-12%	-$34.9K	0.18%	59
2018 Q1	$289K	Hold	3,831	–	–	0.19%	55
2017 Q4	$318K	Hold	3,831	–	–	0.21%	53
2017 Q3	$318K	Buy	3,831 +120	+3%	+$10K	0.2%	55
2017 Q2	$309K	Buy	+3,711	New	+$309K	0.21%	58

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Horan Capital Advisors's VNQ Position: Q1 2025 in Review

Horan Capital Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2025 at 3,198 shares worth $290K. The position accounts for 0.1% of the portfolio, ranked #95.

Horan Capital Advisors first reported a position in VNQ in Q2 2017 and has held it in 32 quarters since. The position peaked at $402K in Q4 2021. 1,714 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

Horan Capital Advisors held 3,198 shares of Vanguard Real Estate ETF worth $290K as of Q1 2025.
Horan Capital Advisors left its Vanguard Real Estate ETF share count unchanged in Q1 2025.
Vanguard Real Estate ETF made up 0.1% of Horan Capital Advisors's portfolio in Q1 2025, its #95 holding.
Horan Capital Advisors first reported a position in Vanguard Real Estate ETF in Q2 2017 and has held it in 32 quarters since.
Horan Capital Advisors's Vanguard Real Estate ETF position peaked at $402K in Q4 2021.
1,714 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.