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VNQ icon

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

Iron Horse 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
Q2 		$257K Buy
2,891
+25
+0.9% +$2.21K 0.08% 46
2025
Q1 		$259K Sell
2,866
-49
-2% -$4.45K 0.08% 43
2024
Q4 		$260K Sell
2,915
-319
-10% -$30.1K 0.09% 42
2024
Q3 		$315K Sell
3,234
-115
-3% -$10.6K 0.11% 31
2024
Q2 		$280K Sell
3,349
-91
-3% -$7.51K 0.11% 34
2024
Q1 		$297K Sell
3,440
-1,192
-26% -$102K 0.12% 29
2023
Q4 		$409K Buy
4,632
+3
+0.1% +$238 0.18% 26
2023
Q3 		$350K Sell
4,629
-938
-17% -$77.3K 0.17% 27
2023
Q2 		$465K Sell
5,567
-38,288
-87% -$3.14M 0.23% 24
2023
Q1 		$3.64M Buy
43,855
+3,509
+9% +$301K 1.82% 18
2022
Q4 		$3.33M Buy
40,346
+24,888
+161% +$2.06M 1.8% 18
2022
Q3 		$1.24M Sell
15,458
-21,035
-58% -$1.97M 1.79% 18
2022
Q2 		$3.33M Buy
36,493
+2,630
+8% +$262K 1.89% 19
2022
Q1 		$3.67M Buy
33,863
+1,542
+5% +$163K 2.01% 19
2021
Q4 		$3.75M Buy
32,321
+851
+3% +$92.9K 2.11% 18
2021
Q3 		$3.2M Buy
31,470
+2,118
+7% +$225K 1.99% 18
2021
Q2 		$2.99M Buy
29,352
+1,923
+7% +$191K 1.97% 18
2021
Q1 		$2.52M Buy
27,429
+1,027
+4% +$90.3K 1.89% 17
2020
Q4 		$2.24M Buy
+26,402
New +$2.19M 1.8% 17

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Iron Horse Wealth Management's VNQ Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.87% in Q2 2025, buying an estimated $2.21K and bringing the position to 2,891 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #46.

Iron Horse Wealth Management first reported a position in VNQ in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.75M in Q4 2021. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Iron Horse Wealth Management held 2,891 shares of Vanguard Real Estate ETF worth $257K as of Q2 2025.
  • Iron Horse Wealth Management bought 25 Vanguard Real Estate ETF shares in Q2 2025, an estimated $2.21K.
  • Vanguard Real Estate ETF made up 0.08% of Iron Horse Wealth Management's portfolio in Q2 2025, its #46 holding.
  • Iron Horse Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's Vanguard Real Estate ETF position peaked at $3.75M in Q4 2021.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.