Objective Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Objective Capital 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 Q1	–	Sell	-3,834	Closed	-$341K	–	136
2024 Q4	$341K	Buy	3,834 +12	+0.3%	+$1.13K	0.23%	94
2024 Q3	$372K	Buy	+3,822	New	+$352K	0.22%	97
2024 Q1	$354K	Sell	4,088 -674	-14%	-$57.6K	0.24%	89
2023 Q4	$421K	Sell	4,762 -211	-4%	-$16.7K	0.32%	68
2023 Q3	$376K	Buy	4,973 +214	+4%	+$17.6K	0.33%	66
2023 Q2	$398K	Sell	4,759 -260	-5%	-$21.3K	0.35%	63
2023 Q1	$417K	Sell	5,019 -382	-7%	-$32.8K	0.38%	60
2022 Q4	$445K	Sell	5,401 -1,099	-17%	-$91.1K	0.44%	55
2022 Q3	$521K	Hold	6,500	–	–	0.56%	47
2022 Q2	$592K	Buy	6,500 +61	+0.9%	+$6.08K	0.6%	46
2022 Q1	$698K	Sell	6,439 -803	-11%	-$85K	0.54%	43
2021 Q4	$840K	Buy	+7,242	New	+$791K	0.59%	37

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Objective Capital Management's VNQ Position: Q1 2025 in Review

Objective Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 3,834 shares — an estimated $341K sold.

Objective Capital Management first reported a position in VNQ in Q4 2021 and held it in 12 quarters. The position peaked at $840K in Q4 2021. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

Objective Capital Management reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Objective Capital Management sold 3,834 Vanguard Real Estate ETF shares in Q1 2025, an estimated $341K.
Objective Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 12 quarters.
Objective Capital Management's Vanguard Real Estate ETF position peaked at $840K in Q4 2021.
1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.