McDaniel Terry & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

McDaniel Terry & Co’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 Q4	–	Sell	-3,467	Closed	-$317K	–	90
2025 Q3	$317K	Hold	3,467	–	–	0.03%	83
2025 Q2	$309K	Sell	3,467 -1,712	-33%	-$151K	0.03%	80
2025 Q1	$469K	Sell	5,179 -3,021	-37%	-$274K	0.04%	69
2024 Q4	$730K	Sell	8,200 -75	-0.9%	-$7.09K	0.06%	55
2024 Q3	$806K	Buy	8,275 +75	+0.9%	+$6.91K	0.07%	52
2024 Q2	$687K	Hold	8,200	–	–	0.06%	54
2024 Q1	$709K	Hold	8,200	–	–	0.06%	59
2023 Q4	$725K	Buy	8,200 +2,170	+36%	+$172K	0.07%	56
2023 Q3	$456K	Hold	6,030	–	–	0.05%	66
2023 Q2	$504K	Buy	6,030 +28	+0.5%	+$2.29K	0.05%	59
2023 Q1	$498K	Buy	6,002 +71	+1%	+$6.1K	0.05%	59
2022 Q4	$489K	Buy	+5,931	New	+$492K	0.06%	55
2020 Q2	–	Sell	-3,032	Closed	-$212K	–	83
2020 Q1	$212K	Hold	3,032	–	–	0.04%	68
2019 Q4	$281K	Hold	3,032	–	–	0.04%	68
2019 Q3	$283K	Buy	+3,032	New	+$275K	0.05%	66

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

McDaniel Terry & Co's VNQ Position: Q4 2025 in Review

McDaniel Terry & Co sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 3,467 shares — an estimated $317K sold.

McDaniel Terry & Co first reported a position in VNQ in Q3 2019 and held it in 15 quarters. The position peaked at $806K in Q3 2024. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

McDaniel Terry & Co reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
McDaniel Terry & Co sold 3,467 Vanguard Real Estate ETF shares in Q4 2025, an estimated $317K.
McDaniel Terry & Co first reported a position in Vanguard Real Estate ETF in Q3 2019 and held it in 15 quarters.
McDaniel Terry & Co's Vanguard Real Estate ETF position peaked at $806K in Q3 2024.
1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on McDaniel Terry & Co's 13F filing for Q4 2025, filed 10 Feb 2026.