MW
VNQ icon

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

Marcum 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
Q1 		$330K Sell
3,643
-9
-0.2% -$817 0.03% 267
2024
Q4 		$325K Sell
3,652
-49,854
-93% -$4.71M 0.03% 269
2024
Q3 		$5.21M Buy
53,506
+6,108
+13% +$562K 0.48% 25
2024
Q2 		$3.97M Buy
47,398
+5,769
+14% +$476K 0.4% 27
2024
Q1 		$3.6M Buy
41,629
+4,709
+13% +$402K 0.37% 27
2023
Q4 		$3.26M Buy
36,920
+6,008
+19% +$476K 0.35% 28
2023
Q3 		$2.34M Buy
30,912
+1,372
+5% +$113K 0.28% 36
2023
Q2 		$2.47M Buy
29,540
+4,841
+20% +$397K 0.29% 34
2023
Q1 		$2.05M Sell
24,699
-997
-4% -$85.7K 0.26% 41
2022
Q4 		$2.12M Buy
25,696
+4,467
+21% +$370K 0.28% 40
2022
Q3 		$1.7M Buy
21,229
+3,629
+21% +$339K 0.26% 45
2022
Q2 		$1.6M Buy
17,600
+1,704
+11% +$170K 0.24% 53
2022
Q1 		$1.72M Buy
15,896
+1,145
+8% +$121K 0.24% 56
2021
Q4 		$1.71M Buy
14,751
+3,253
+28% +$355K 0.24% 58
2021
Q3 		$1.17M Sell
11,498
-733
-6% -$77.7K 0.18% 80
2021
Q2 		$1.25M Sell
12,231
-1,715
-12% -$170K 0.2% 68
2021
Q1 		$1.28M Sell
13,946
-2,000
-13% -$176K 0.21% 66
2020
Q4 		$1.35M Sell
15,946
-876
-5% -$72.7K 0.32% 29
2020
Q3 		$1.33M Sell
16,822
-804
-5% -$64.5K 0.41% 33
2020
Q2 		$1.38M Buy
17,626
+11,081
+169% +$840K 0.43% 35
2020
Q1 		$457K Buy
6,545
+478
+8% +$42K 0.18% 40
2019
Q4 		$563K Buy
+6,067
New +$562K 0.21% 46

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 $25.9B AUM 26.38% 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

Marcum Wealth's VNQ Position: Q1 2025 in Review

Marcum Wealth reduced its Vanguard Real Estate ETF (VNQ) stake by 0.25% in Q1 2025, selling an estimated $817 and leaving 3,643 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #267.

Marcum Wealth first reported a position in VNQ in Q4 2019 and has held it in 22 quarters since. The position peaked at $5.21M in Q3 2024. 1,713 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Marcum Wealth held 3,643 shares of Vanguard Real Estate ETF worth $330K as of Q1 2025.
  • Marcum Wealth sold 9 Vanguard Real Estate ETF shares in Q1 2025, an estimated $817.
  • Vanguard Real Estate ETF made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #267 holding.
  • Marcum Wealth first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Vanguard Real Estate ETF position peaked at $5.21M in Q3 2024.
  • 1,713 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.