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Optimum Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Optimum Investment 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
Q3 		– Sell
-220
Closed -$19.6K – 629
2025
Q2 		$19.6K Hold
220
– – 0.01% 441
2025
Q1 		$19.9K Hold
220
– – 0.01% 446
2024
Q4 		$19.6K Hold
220
– – 0.01% 430
2024
Q3 		$21.4K Hold
220
– – 0.01% 446
2024
Q2 		$18.4K Sell
220
-75
-25% -$6.19K 0.01% 455
2024
Q1 		$25.5K Hold
295
– – 0.01% 435
2023
Q4 		$26.1K Sell
295
-190
-39% -$15.1K 0.01% 415
2023
Q3 		$36.7K Sell
485
-88
-15% -$7.26K 0.02% 402
2023
Q2 		$47.9K Sell
573
-75
-12% -$6.14K 0.02% 376
2023
Q1 		$53.8K Hold
648
– – 0.03% 360
2022
Q4 		$53.4K Hold
648
– – 0.03% 367
2022
Q3 		$52K Hold
648
– – 0.03% 373
2022
Q2 		$59K Hold
648
– – 0.03% 370
2022
Q1 		$70K Sell
648
-645
-50% -$68.3K 0.03% 376
2021
Q4 		$150K Hold
1,293
– – 0.06% 279
2021
Q3 		$132K Sell
1,293
-2,340
-64% -$248K 0.06% 295
2021
Q2 		$370K Hold
3,633
– – 0.12% 177
2021
Q1 		$334K Sell
3,633
-220
-6% -$19.3K 0.1% 197
2020
Q4 		$327K Sell
3,853
-1,155
-23% -$95.8K 0.1% 186
2020
Q3 		$395K Sell
5,008
-10
-0.2% -$803 0.13% 141
2020
Q2 		$394K Hold
5,018
– – 0.14% 151
2020
Q1 		$351K Buy
5,018
+10
+0.2% +$878 0.14% 151
2019
Q4 		$465K Sell
5,008
-230
-4% -$21.3K 0.14% 168
2019
Q3 		$488K Buy
5,238
+230
+5% +$20.9K 0.15% 158
2019
Q2 		$438K Hold
5,008
– – 0.14% 161
2019
Q1 		$435K Sell
5,008
-435
-8% -$35.9K 0.14% 160
2018
Q4 		$406K Hold
5,443
– – 0.14% 162
2018
Q3 		$439K Hold
5,443
– – 0.12% 172
2018
Q2 		$443K Hold
5,443
– – 0.13% 174
2018
Q1 		$411K Sell
5,443
-25
-0.5% -$1.91K 0.12% 181
2017
Q4 		$454K Sell
5,468
-450
-8% -$37.7K 0.14% 175
2017
Q3 		$492K Sell
5,918
-275
-4% -$23K 0.16% 166
2017
Q2 		$515K Sell
6,193
-1,418
-19% -$118K 0.18% 163
2017
Q1 		$629K Buy
7,611
+252
+3% +$20.9K 0.22% 131
2016
Q4 		$607K Sell
7,359
-659
-8% -$53.7K 0.23% 125
2016
Q3 		$695K Sell
8,018
-46
-0.6% -$4.1K 0.26% 109
2016
Q2 		$715K Buy
8,064
+83
+1% +$6.97K 0.28% 109
2016
Q1 		$669K Hold
7,981
– – 0.26% 116
2015
Q4 		$636K Buy
7,981
+88
+1% +$6.97K 0.25% 122
2015
Q3 		$596K Buy
+7,893
New +$606K 0.24% 125
2015
Q1 		$716K Hold
8,489
– – 0.23% 121
2014
Q4 		$688K Hold
8,489
– – 0.22% 122
2014
Q3 		$612K Sell
8,489
-8
-0.1% -$604 0.2% 131
2014
Q2 		$636K Buy
8,497
+277
+3% +$20.4K 0.21% 129
2014
Q1 		$580K Sell
8,220
-1,358
-14% -$93K 0.22% 129
2013
Q4 		$618K Hold
9,578
– – 0.23% 120
2013
Q3 		$633K Buy
+9,578
New +$651K 0.26% 106

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

Optimum Investment Advisors's VNQ Position: Q3 2025 in Review

Optimum Investment Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2025, closing a stake of 220 shares — an estimated $19.6K sold.

Optimum Investment Advisors first reported a position in VNQ in Q3 2013 and held it in 47 quarters. The position peaked at $716K in Q1 2015. 1,674 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Optimum Investment Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 220 Vanguard Real Estate ETF shares in Q3 2025, an estimated $19.6K.
  • Optimum Investment Advisors first reported a position in Vanguard Real Estate ETF in Q3 2013 and held it in 47 quarters.
  • Optimum Investment Advisors's Vanguard Real Estate ETF position peaked at $716K in Q1 2015.
  • 1,674 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.