Instrumental Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Instrumental Wealth’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 Q2	–	Sell	-2,514	Closed	-$219K	–	61
2025 Q1	$219K	Sell	2,514 -913	-27%	-$82.9K	0.2%	51
2024 Q4	$314K	Sell	3,427 -3,601	-51%	-$340K	0.3%	36
2024 Q3	$670K	Sell	7,028 -29,768	-81%	-$2.74M	0.65%	18
2024 Q2	$3.24M	Sell	36,796 -111	-0.3%	-$9.17K	3.35%	9
2024 Q1	$3M	Sell	36,907 -818	-2%	-$69.9K	1.31%	11
2023 Q4	$3.17M	Buy	37,725 +827	+2%	+$65.5K	3.43%	9
2023 Q3	$2.81M	Sell	36,898 -3,798	-9%	-$313K	3.29%	9
2023 Q2	$3.49M	Buy	40,696 +708	+2%	+$58K	4.2%	8
2023 Q1	$3.24M	Buy	+39,988	New	+$3.44M	4.27%	8

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

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

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 $29.3B AUM 38.15% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Instrumental Wealth's VNQ Position: Q2 2025 in Review

Instrumental Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 2,514 shares — an estimated $219K sold.

Instrumental Wealth first reported a position in VNQ in Q1 2023 and held it in 9 quarters. The position peaked at $3.49M in Q2 2023. 1,671 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Instrumental Wealth reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Instrumental Wealth sold 2,514 Vanguard Real Estate ETF shares in Q2 2025, an estimated $219K.
Instrumental Wealth first reported a position in Vanguard Real Estate ETF in Q1 2023 and held it in 9 quarters.
Instrumental Wealth's Vanguard Real Estate ETF position peaked at $3.49M in Q2 2023.
1,671 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Instrumental Wealth's 13F filing for Q2 2025, filed 16 Jul 2025.