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Merriman Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Merriman Wealth Management’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
2024
Q4 		$556K Buy
6,237
+323
+5% +$30.5K 0.02% 127
2024
Q3 		$580K Sell
5,914
-191
-3% -$17.6K 0.02% 138
2024
Q2 		$517K Buy
6,105
+1,311
+27% +$108K 0.02% 137
2024
Q1 		$415K Sell
4,794
-1,101
-19% -$94.1K 0.02% 148
2023
Q4 		$521K Sell
5,895
-1,171
-17% -$92.8K 0.03% 129
2023
Q3 		$537K Buy
7,066
+894
+14% +$73.7K 0.03% 112
2023
Q2 		$519K Buy
6,172
+525
+9% +$43K 0.03% 137
2023
Q1 		$469K Sell
5,647
-2,959
-34% -$254K 0.02% 138
2022
Q4 		$710K Buy
8,606
+242
+3% +$20.1K 0.04% 123
2022
Q3 		$671K Sell
8,364
-1,878
-18% -$176K 0.04% 84
2022
Q2 		$933K Buy
10,242
+3,669
+56% +$366K 0.07% 68
2022
Q1 		$712K Sell
6,573
-440
-6% -$46.6K 0.06% 104
2021
Q4 		$814K Sell
7,013
-75,183
-91% -$8.21M 0.06% 119
2021
Q3 		$8.37M Buy
82,196
+1,043
+1% +$111K 0.7% 22
2021
Q2 		$8.26M Buy
81,153
+1,278
+2% +$127K 0.71% 27
2021
Q1 		$7.34M Buy
79,875
+1,093
+1% +$96.1K 0.84% 26
2020
Q4 		$6.69M Buy
78,782
+72,011
+1,064% +$5.97M 0.72% 31
2020
Q3 		$535K Buy
6,771
+2,235
+49% +$179K 0.08% 103
2020
Q2 		$356K Sell
4,536
-1,106
-20% -$83.8K 0.06% 126
2020
Q1 		$394K Buy
+5,642
New +$496K 0.09% 102
2019
Q4 		– Sell
-76,278
Closed -$7.11M – 195
2019
Q3 		$7.11M Sell
76,278
-2,398
-3% -$218K 1.44% 21
2019
Q2 		$6.87M Sell
78,676
-1,083
-1% -$94.8K 1.32% 23
2019
Q1 		$6.93M Buy
+79,759
New +$6.59M 1.31% 24
2017
Q4 		– Sell
-4,053
Closed -$337K – 186
2017
Q3 		$337K Buy
4,053
+830
+26% +$69.4K 0.08% 122
2017
Q2 		$268K Sell
3,223
-342
-10% -$28.5K 0.07% 101
2017
Q1 		$294K Buy
3,565
+291
+9% +$24.1K 0.07% 114
2016
Q4 		$271K Sell
3,274
-65,869
-95% -$5.36M 0.07% 113
2016
Q3 		$6M Sell
69,143
-977
-1% -$87.1K 1.24% 29
2016
Q2 		$6.22M Sell
70,120
-675
-1% -$56.7K 1.75% 13
2016
Q1 		$5.93M Buy
+70,795
New +$5.51M 5.52% 7

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Merriman Wealth Management's VNQ Position: Q4 2024 in Review

Merriman Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 5.5% in Q4 2024, buying an estimated $30.5K and bringing the position to 6,237 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #127.

Merriman Wealth Management first reported a position in VNQ in Q1 2016 and has held it in 30 quarters since. The position peaked at $8.37M in Q3 2021. 1,737 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Merriman Wealth Management held 6,237 shares of Vanguard Real Estate ETF worth $556K as of Q4 2024.
  • Merriman Wealth Management bought 323 Vanguard Real Estate ETF shares in Q4 2024, an estimated $30.5K.
  • Vanguard Real Estate ETF made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #127 holding.
  • Merriman Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2016 and has held it in 30 quarters since.
  • Merriman Wealth Management's Vanguard Real Estate ETF position peaked at $8.37M in Q3 2021.
  • 1,737 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.