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VNQ icon

Orion Portfolio Solutions’s Vanguard Real Estate ETF VNQ Stock Holding History

Orion Portfolio Solutions’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 		$1.93M Buy
21,291
+10,105
+90% +$917K 0.02% 731
2024
Q4 		$996K Sell
11,186
-6,063
-35% -$573K 0.01% 1057
2024
Q3 		$1.68M Sell
17,249
-12,469
-42% -$1.15M 0.02% 776
2024
Q2 		$2.49M Buy
29,718
+687
+2% +$56.7K 0.03% 547
2024
Q1 		$2.51M Buy
29,031
+7,519
+35% +$642K 0.03% 553
2023
Q4 		$1.89M Sell
21,512
-8,708
-29% -$690K 0.02% 655
2023
Q3 		$2.29M Buy
30,220
+7,637
+34% +$630K 0.03% 557
2023
Q2 		$1.89M Sell
22,583
-708
-3% -$58K 0.02% 682
2023
Q1 		$1.93M Buy
23,291
+1,606
+7% +$138K 0.02% 603
2022
Q4 		$1.79M Sell
21,685
-944
-4% -$78.3K 0.06% 206
2022
Q3 		$1.81M Sell
22,629
-559
-2% -$52.3K 0.07% 176
2022
Q2 		$2.11M Sell
23,188
-3,142
-12% -$313K 0.08% 153
2022
Q1 		$2.85M Buy
26,330
+220
+0.8% +$23.3K 0.1% 133
2021
Q4 		$3.03M Sell
26,110
-5,599
-18% -$612K 0.1% 128
2021
Q3 		$3.23M Buy
31,709
+1,319
+4% +$140K 0.12% 114
2021
Q2 		$3.09M Sell
30,390
-679
-2% -$67.3K 0.12% 108
2021
Q1 		$2.85M Buy
31,069
+1,441
+5% +$127K 0.12% 106
2020
Q4 		$2.52M Buy
29,628
+19,788
+201% +$1.64M 0.12% 116
2020
Q3 		$777K Buy
9,840
+177
+2% +$14.2K 0.04% 215
2020
Q2 		$759K Buy
9,663
+2,228
+30% +$169K 0.04% 191
2020
Q1 		$519K Buy
7,435
+2,570
+53% +$226K 0.04% 199
2019
Q4 		$451K Buy
+4,865
New +$451K 0.04% 218

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Orion Portfolio Solutions's VNQ Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Vanguard Real Estate ETF (VNQ) stake by 90% in Q1 2025, buying an estimated $917K and bringing the position to 21,291 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #731.

Orion Portfolio Solutions first reported a position in VNQ in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.23M in Q3 2021. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Orion Portfolio Solutions held 21,291 shares of Vanguard Real Estate ETF worth $1.93M as of Q1 2025.
  • Orion Portfolio Solutions bought 10,105 Vanguard Real Estate ETF shares in Q1 2025, an estimated $917K.
  • Vanguard Real Estate ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #731 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Vanguard Real Estate ETF position peaked at $3.23M in Q3 2021.
  • 1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.