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Nicolet Advisory Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Nicolet Advisory Services’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 		$958K Sell
10,698
-156
-1% -$14K 0.06% 143
2025
Q3 		$979K Buy
10,854
+12
+0.1% +$1.09K 0.08% 132
2025
Q2 		$964K Sell
10,842
-611
-5% -$53.9K 0.08% 127
2025
Q1 		$946K Sell
11,453
-1,838
-14% -$167K 0.09% 113
2024
Q4 		$1.14M Buy
13,291
+1,428
+12% +$135K 0.1% 102
2024
Q3 		$1.13M Buy
11,863
+50
+0.4% +$4.6K 0.11% 104
2024
Q2 		$997K Sell
11,813
-3,827
-24% -$316K 0.1% 107
2024
Q1 		$1.34M Sell
15,640
-989
-6% -$84.5K 0.14% 80
2023
Q4 		$1.44M Buy
16,629
+423
+3% +$33.5K 0.15% 72
2023
Q3 		$1.19M Sell
16,206
-1,143
-7% -$94.2K 0.13% 84
2023
Q2 		$1.46M Sell
17,349
-772
-4% -$63.2K 0.16% 71
2023
Q1 		$1.49M Buy
18,121
+9,088
+101% +$781K 0.17% 68
2022
Q4 		$791K Buy
+9,033
New +$749K 0.1% 94

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Nicolet Advisory Services's VNQ Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Vanguard Real Estate ETF (VNQ) stake by 1.4% in Q4 2025, selling an estimated $14K and leaving 10,698 shares worth $958K. The position accounts for 0.06% of the portfolio, ranked #143.

Nicolet Advisory Services first reported a position in VNQ in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.49M in Q1 2023. 1,753 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • Nicolet Advisory Services held 10,698 shares of Vanguard Real Estate ETF worth $958K as of Q4 2025.
  • Nicolet Advisory Services sold 156 Vanguard Real Estate ETF shares in Q4 2025, an estimated $14K.
  • Vanguard Real Estate ETF made up 0.06% of Nicolet Advisory Services's portfolio in Q4 2025, its #143 holding.
  • Nicolet Advisory Services first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 13 quarters since.
  • Nicolet Advisory Services's Vanguard Real Estate ETF position peaked at $1.49M in Q1 2023.
  • 1,753 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.