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Kuhn & Co Investment Counsel’s Vanguard Real Estate ETF VNQ Stock Holding History

Kuhn & Co Investment Counsel’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 		– Sell
-4,751
Closed -$423K – 134
2024
Q4 		$423K Sell
4,751
-2,836
-37% -$268K 0.36% 85
2024
Q3 		$739K Sell
7,587
-273
-3% -$25.1K 0.63% 50
2024
Q2 		$658K Sell
7,860
-787
-9% -$65K 0.59% 51
2024
Q1 		$748K Sell
8,647
-1,095
-11% -$93.6K 0.7% 45
2023
Q4 		$861K Buy
+9,742
New +$772K 0.88% 40

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kuhn & Co Investment Counsel's VNQ Position: Q1 2025 in Review

Kuhn & Co Investment Counsel sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 4,751 shares — an estimated $423K sold.

Kuhn & Co Investment Counsel first reported a position in VNQ in Q4 2023 and held it in 5 quarters. The position peaked at $861K in Q4 2023. 1,713 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Kuhn & Co Investment Counsel reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Kuhn & Co Investment Counsel sold 4,751 Vanguard Real Estate ETF shares in Q1 2025, an estimated $423K.
  • Kuhn & Co Investment Counsel first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 5 quarters.
  • Kuhn & Co Investment Counsel's Vanguard Real Estate ETF position peaked at $861K in Q4 2023.
  • 1,713 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2025, filed 14 May 2025.