Pasadena Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Pasadena Private Wealth’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	-2,399	Closed	-$217K	–	214
2025 Q1	$217K	Sell	2,399 -131	-5%	-$11.9K	0.04%	170
2024 Q4	$225K	Buy	2,530 +13	+0.5%	+$1.23K	0.05%	133
2024 Q3	$245K	Sell	2,517 -481	-16%	-$44.3K	0.05%	126
2024 Q2	$251K	Sell	2,998 -352	-11%	-$29.1K	0.06%	119
2024 Q1	$290K	Buy	3,350 +220	+7%	+$18.8K	0.07%	105
2023 Q4	$277K	Buy	+3,130	New	+$248K	0.07%	116
2022 Q1	–	Sell	-3,116	Closed	-$361K	–	123
2021 Q4	$361K	Buy	+3,116	New	+$340K	0.12%	62
2020 Q2	–	Sell	-58,347	Closed	-$4.36M	–	91
2020 Q1	$4.36M	Buy	+58,347	New	+$5.12M	1.8%	16

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

Pasadena Private Wealth's VNQ Position: Q2 2025 in Review

Pasadena Private Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 2,399 shares — an estimated $217K sold.

Pasadena Private Wealth first reported a position in VNQ in Q1 2020 and held it in 8 quarters. The position peaked at $4.36M in Q1 2020. 1,675 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Pasadena Private Wealth reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Pasadena Private Wealth sold 2,399 Vanguard Real Estate ETF shares in Q2 2025, an estimated $217K.
Pasadena Private Wealth first reported a position in Vanguard Real Estate ETF in Q1 2020 and held it in 8 quarters.
Pasadena Private Wealth's Vanguard Real Estate ETF position peaked at $4.36M in Q1 2020.
1,675 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Pasadena Private Wealth's 13F filing for Q2 2025, filed 1 Aug 2025.