Obermeyer Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Obermeyer Wealth Partners’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	–	Sell	-2,133	Closed	-$208K	–	273
2024 Q3	$208K	Buy	+2,133	New	+$196K	0.01%	248
2023 Q2	–	Sell	-3,625	Closed	-$301K	–	228
2023 Q1	$301K	Buy	+3,625	New	+$311K	0.02%	159
2022 Q4	–	Sell	-2,563	Closed	-$205K	–	239
2022 Q3	$205K	Buy	+2,563	New	+$240K	0.02%	196
2020 Q4	–	Sell	-2,600	Closed	-$205K	–	166
2020 Q3	$205K	Buy	+2,600	New	+$209K	0.02%	135
2020 Q1	–	Sell	-3,300	Closed	-$306K	–	142
2019 Q4	$306K	Hold	3,300	–	–	0.03%	102
2019 Q3	$308K	Hold	3,300	–	–	0.03%	99
2019 Q2	$288K	Hold	3,300	–	–	0.03%	100
2019 Q1	$287K	Hold	3,300	–	–	0.03%	97
2018 Q4	$246K	Hold	3,300	–	–	0.02%	102
2018 Q3	$266K	Hold	3,300	–	–	0.02%	103
2018 Q2	$269K	Hold	3,300	–	–	0.02%	95
2018 Q1	$249K	Hold	3,300	–	–	0.02%	102
2017 Q4	$274K	Buy	3,300 +30	+0.9%	+$2.51K	0.02%	103
2017 Q3	$272K	Hold	3,270	–	–	0.02%	101
2017 Q2	$272K	Hold	3,270	–	–	0.02%	102
2017 Q1	$270K	Hold	3,270	–	–	0.02%	106
2016 Q4	$270K	Hold	3,270	–	–	0.03%	112
2016 Q3	$284K	Hold	3,270	–	–	0.03%	103
2016 Q2	$290K	Buy	+3,270	New	+$275K	0.03%	103
2013 Q3	–	Sell	-155	Closed	-$11K	–	272
2013 Q2	$11K	Buy	+155	New	+$11.3K	﹤0.01%	264

Other funds holding VNQ

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Obermeyer Wealth Partners's VNQ Position: Q4 2024 in Review

Obermeyer Wealth Partners sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,133 shares — an estimated $208K sold.

Obermeyer Wealth Partners first reported a position in VNQ in Q2 2013 and held it in 20 quarters. The position peaked at $308K in Q3 2019. 1,737 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

Obermeyer Wealth Partners reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Obermeyer Wealth Partners sold 2,133 Vanguard Real Estate ETF shares in Q4 2024, an estimated $208K.
Obermeyer Wealth Partners first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 20 quarters.
Obermeyer Wealth Partners's Vanguard Real Estate ETF position peaked at $308K in Q3 2019.
1,737 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.