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Moloney Securities Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Moloney Securities Asset 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
2025
Q3 		$321K Sell
3,508
-124
-3% -$11.2K 0.04% 350
2025
Q2 		$323K Sell
3,632
-31
-0.8% -$2.73K 0.04% 344
2025
Q1 		$332K Sell
3,663
-240
-6% -$21.8K 0.04% 337
2024
Q4 		$348K Buy
3,903
+2
+0.1% +$189 0.05% 319
2024
Q3 		$380K Sell
3,901
-70
-2% -$6.45K 0.05% 317
2024
Q2 		$333K Sell
3,971
-265
-6% -$21.9K 0.05% 331
2024
Q1 		$366K Buy
4,236
+94
+2% +$8.03K 0.06% 309
2023
Q4 		$366K Sell
4,142
-171
-4% -$13.6K 0.06% 306
2023
Q3 		$326K Sell
4,313
-2,094
-33% -$173K 0.06% 299
2023
Q2 		$535K Hold
6,407
– – 0.09% 234
2023
Q1 		$532K Buy
6,407
+27
+0.4% +$2.32K 0.1% 230
2022
Q4 		$526K Buy
6,380
+1,403
+28% +$116K 0.12% 212
2022
Q3 		$399K Sell
4,977
-52
-1% -$4.86K 0.1% 231
2022
Q2 		$458K Sell
5,029
-190
-4% -$18.9K 0.11% 212
2022
Q1 		$566K Buy
5,219
+245
+5% +$25.9K 0.11% 210
2021
Q4 		$577K Buy
4,974
+1
+0% +$109 0.1% 221
2021
Q3 		$506K Hold
4,973
– – 0.09% 239
2021
Q2 		$506K Sell
4,973
-11
-0.2% -$1.09K 0.09% 239
2021
Q1 		$458K Sell
4,984
-17
-0.3% -$1.49K 0.09% 241
2020
Q4 		$425K Sell
5,001
-744
-13% -$61.7K 0.09% 222
2020
Q3 		$454K Buy
5,745
+47
+0.8% +$3.77K 0.12% 186
2020
Q2 		$447K Sell
5,698
-349
-6% -$26.5K 0.13% 167
2020
Q1 		$422K Sell
6,047
-101
-2% -$8.87K 0.15% 145
2019
Q4 		$570K Sell
6,148
-298
-5% -$27.6K 0.18% 151
2019
Q3 		$601K Buy
6,446
+103
+2% +$9.35K 0.2% 133
2019
Q2 		$554K Sell
6,343
-2
-0% -$175 0.18% 143
2019
Q1 		$551K Buy
6,345
+165
+3% +$13.6K 0.19% 147
2018
Q4 		$461K Buy
6,180
+754
+14% +$59.4K 0.19% 148
2018
Q3 		$438K Sell
5,426
-60
-1% -$4.94K 0.15% 164
2018
Q2 		$447K Sell
5,486
-412
-7% -$31.9K 0.17% 163
2018
Q1 		$445K Sell
5,898
-271
-4% -$20.7K 0.18% 154
2017
Q4 		$512K Sell
6,169
-123
-2% -$10.3K 0.22% 135
2017
Q3 		$523K Sell
6,292
-12
-0.2% -$1K 0.23% 124
2017
Q2 		$525K Buy
6,304
+396
+7% +$33K 0.26% 121
2017
Q1 		$488K Sell
5,908
-479
-7% -$39.7K 0.25% 128
2016
Q4 		$527K Buy
+6,387
New +$520K 0.32% 103

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

Moloney Securities Asset Management's VNQ Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Vanguard Real Estate ETF (VNQ) stake by 3.4% in Q3 2025, selling an estimated $11.2K and leaving 3,508 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #350.

Moloney Securities Asset Management first reported a position in VNQ in Q4 2016 and has held it in 36 quarters since. The position peaked at $601K in Q3 2019. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Moloney Securities Asset Management held 3,508 shares of Vanguard Real Estate ETF worth $321K as of Q3 2025.
  • Moloney Securities Asset Management sold 124 Vanguard Real Estate ETF shares in Q3 2025, an estimated $11.2K.
  • Vanguard Real Estate ETF made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #350 holding.
  • Moloney Securities Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 36 quarters since.
  • Moloney Securities Asset Management's Vanguard Real Estate ETF position peaked at $601K in Q3 2019.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.