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Kathleen S. Wright Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Kathleen S. Wright Associates’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 		$36.6K Hold
400
– – 0.01% 162
2025
Q2 		$35.6K Hold
400
– – 0.01% 164
2025
Q1 		$36.2K Hold
400
– – 0.02% 162
2024
Q4 		$35.6K Hold
400
– – 0.01% 167
2024
Q3 		$39K Sell
400
-631
-61% -$58.1K 0.02% 166
2024
Q2 		$86.3K Buy
1,031
+631
+158% +$52.1K 0.04% 127
2024
Q1 		$34.6K Hold
400
– – 0.02% 146
2023
Q4 		$35.3K Hold
400
– – 0.02% 133
2023
Q3 		$30.3K Hold
400
– – 0.02% 132
2023
Q2 		$33.4K Hold
400
– – 0.02% 115
2023
Q1 		$33.2K Hold
400
– – 0.02% 113
2022
Q4 		$33K Buy
400
+300
+300% +$24.9K 0.02% 125
2022
Q3 		$8K Hold
100
– – 0.01% 145
2022
Q2 		$9K Hold
100
– – 0.01% 130
2022
Q1 		$11K Hold
100
– – 0.01% 130
2021
Q4 		$12K Buy
+100
New +$10.9K 0.01% 122

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

Kathleen S. Wright Associates's VNQ Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2025 at 400 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #162.

Kathleen S. Wright Associates first reported a position in VNQ in Q4 2021 and has held it in 16 quarters since. The position peaked at $86.3K in Q2 2024. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Kathleen S. Wright Associates held 400 shares of Vanguard Real Estate ETF worth $36.6K as of Q3 2025.
  • Kathleen S. Wright Associates left its Vanguard Real Estate ETF share count unchanged in Q3 2025.
  • Vanguard Real Estate ETF made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #162 holding.
  • Kathleen S. Wright Associates first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's Vanguard Real Estate ETF position peaked at $86.3K in Q2 2024.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.