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Miller Equity Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Miller Equity Capital 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
Q1 		– Sell
-10,255
Closed -$914K – 42
2024
Q4 		$914K Hold
10,255
– – 0.35% 43
2024
Q3 		$999K Hold
10,255
– – 0.39% 41
2024
Q2 		$859K Hold
10,255
– – 0.36% 42
2024
Q1 		$887K Sell
10,255
-167
-2% -$14.3K 0.37% 41
2023
Q4 		$921K Hold
10,422
– – 0.42% 39
2023
Q3 		$789K Buy
10,422
+222
+2% +$18.3K 0.41% 38
2023
Q2 		$852K Hold
10,200
– – 0.43% 38
2023
Q1 		$847K Hold
10,200
– – 0.47% 38
2022
Q4 		$841K Hold
10,200
– – 0.55% 37
2022
Q3 		$818K Hold
10,200
– – 0.6% 40
2022
Q2 		$929K Hold
10,200
– – 0.79% 39
2022
Q1 		$1.1M Hold
10,200
– – 0.94% 35
2021
Q4 		$1.18M Buy
10,200
+1,185
+13% +$129K 1.1% 30
2021
Q3 		$918K Buy
9,015
+10
+0.1% +$1.06K 0.9% 33
2021
Q2 		$917K Buy
9,005
+10
+0.1% +$992 0.95% 33
2021
Q1 		$826K Buy
8,995
+135
+2% +$11.9K 1.03% 31
2020
Q4 		$752K Buy
8,860
+405
+5% +$33.6K 1% 31
2020
Q3 		$668K Buy
8,455
+700
+9% +$56.2K 1.01% 28
2020
Q2 		$609K Sell
7,755
-135
-2% -$10.2K 0.99% 25
2020
Q1 		$551K Sell
7,890
-3,495
-31% -$307K 1.03% 25
2019
Q4 		$1.06M Buy
+11,385
New +$1.05M 1.35% 19

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Miller Equity Capital Advisors's VNQ Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 10,255 shares — an estimated $914K sold.

Miller Equity Capital Advisors first reported a position in VNQ in Q4 2019 and held it in 21 quarters. The position peaked at $1.18M in Q4 2021. 1,716 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Miller Equity Capital Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Miller Equity Capital Advisors sold 10,255 Vanguard Real Estate ETF shares in Q1 2025, an estimated $914K.
  • Miller Equity Capital Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 21 quarters.
  • Miller Equity Capital Advisors's Vanguard Real Estate ETF position peaked at $1.18M in Q4 2021.
  • 1,716 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.