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Lowe Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Lowe Wealth 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
Q3 		$479K Buy
5,237
+233
+5% +$21.1K 0.17% 39
2025
Q2 		$446K Buy
5,004
+1,148
+30% +$101K 0.17% 39
2025
Q1 		$349K Buy
3,856
+623
+19% +$56.5K 0.15% 40
2024
Q4 		$288K Buy
3,233
+781
+32% +$73.8K 0.12% 42
2024
Q3 		$239K Sell
2,452
-100
-4% -$9.21K 0.1% 47
2024
Q2 		$214K Buy
2,552
+286
+13% +$23.6K 0.1% 45
2024
Q1 		$196K Buy
2,266
+460
+25% +$39.3K 0.09% 50
2023
Q4 		$160K Buy
1,806
+195
+12% +$15.5K 0.08% 57
2023
Q3 		$122K Sell
1,611
-40
-2% -$3.3K 0.06% 63
2023
Q2 		$138K Sell
1,651
-265
-14% -$21.7K 0.07% 62
2023
Q1 		$159K Sell
1,916
-11,943
-86% -$1.03M 0.09% 52
2022
Q4 		$1.14M Sell
13,859
-485
-3% -$40.2K 0.63% 18
2022
Q3 		$1.15M Sell
14,344
-2,291
-14% -$214K 0.68% 15
2022
Q2 		$1.52M Buy
16,635
+344
+2% +$34.3K 0.83% 15
2022
Q1 		$1.76M Buy
16,291
+1,832
+13% +$194K 0.8% 15
2021
Q4 		$1.68M Buy
14,459
+1,731
+14% +$189K 0.74% 14
2021
Q3 		$1.29M Buy
12,728
+2,258
+22% +$239K 0.61% 19
2021
Q2 		$1.07M Buy
10,470
+4,790
+84% +$475K 0.51% 20
2021
Q1 		$522K Buy
+5,680
New +$499K 0.26% 24
2016
Q1 		– Sell
-70
Closed -$6K – 236
2015
Q4 		$6K Buy
+70
New +$5.54K ﹤0.01% 150

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

Lowe Wealth Advisors's VNQ Position: Q3 2025 in Review

Lowe Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 4.7% in Q3 2025, buying an estimated $21.1K and bringing the position to 5,237 shares worth $479K. The position accounts for 0.17% of the portfolio, ranked #39.

Lowe Wealth Advisors first reported a position in VNQ in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.76M in Q1 2022. 1,674 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Lowe Wealth Advisors held 5,237 shares of Vanguard Real Estate ETF worth $479K as of Q3 2025.
  • Lowe Wealth Advisors bought 233 Vanguard Real Estate ETF shares in Q3 2025, an estimated $21.1K.
  • Vanguard Real Estate ETF made up 0.17% of Lowe Wealth Advisors's portfolio in Q3 2025, its #39 holding.
  • Lowe Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2015 and has held it in 20 quarters since.
  • Lowe Wealth Advisors's Vanguard Real Estate ETF position peaked at $1.76M in Q1 2022.
  • 1,674 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.