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Northwest Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Northwest Financial 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
Q2 		– Sell
-3,857
Closed -$349K – 119
2025
Q1 		$349K Hold
3,857
– – 0.29% 78
2024
Q4 		$344K Buy
3,857
+3,002
+351% +$284K 0.28% 78
2024
Q3 		$83.3K Buy
+855
New +$78.7K 0.07% 176
2024
Q1 		– Sell
-1,071
Closed -$94.6K – 510
2023
Q4 		$94.6K Buy
+1,071
New +$84.9K 0.08% 146

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwest Financial Advisors's VNQ Position: Q2 2025 in Review

Northwest Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 3,857 shares — an estimated $349K sold.

Northwest Financial Advisors first reported a position in VNQ in Q4 2023 and held it in 4 quarters. The position peaked at $349K in Q1 2025. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Northwest Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 3,857 Vanguard Real Estate ETF shares in Q2 2025, an estimated $349K.
  • Northwest Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 4 quarters.
  • Northwest Financial Advisors's Vanguard Real Estate ETF position peaked at $349K in Q1 2025.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.