Pacific Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Pacific Financial Group’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	-7,557	Closed	-$684K	–	64
2025 Q1	$684K	Sell	7,557 -3,430	-31%	-$311K	0.55%	37
2024 Q4	$979K	Sell	10,987 -1,542	-12%	-$146K	0.73%	30
2024 Q3	$1.22M	Buy	+12,529	New	+$1.15M	0.9%	25
2022 Q2	–	Sell	-19,089	Closed	-$2.07M	–	65
2022 Q1	$2.07M	Sell	19,089 -13,460	-41%	-$1.42M	1.35%	20
2021 Q4	$3.6M	Buy	32,549 +2,546	+8%	+$278K	2.36%	13
2021 Q3	$3.05M	Buy	30,003 +14,790	+97%	+$1.57M	2.18%	14
2021 Q2	$1.55M	Buy	+15,213	New	+$1.51M	1.07%	27
2015 Q1	–	Sell	-55	Closed	-$4K	–	189
2014 Q4	$4K	Buy	+55	New	+$4.32K	﹤0.01%	191

Other funds holding VNQ

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

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Pacific Financial Group's VNQ Position: Q2 2025 in Review

Pacific Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 7,557 shares — an estimated $684K sold.

Pacific Financial Group first reported a position in VNQ in Q4 2014 and held it in 8 quarters. The position peaked at $3.6M in Q4 2021. 1,672 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Pacific Financial Group reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Pacific Financial Group sold 7,557 Vanguard Real Estate ETF shares in Q2 2025, an estimated $684K.
Pacific Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2014 and held it in 8 quarters.
Pacific Financial Group's Vanguard Real Estate ETF position peaked at $3.6M in Q4 2021.
1,672 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Pacific Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.