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VNQ icon

PBMares Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

PBMares Wealth 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
Q3 		$283K Buy
3,091
+155
+5% +$14.1K 0.05% 157
2025
Q2 		$262K Sell
2,936
-77
-3% -$6.79K 0.05% 159
2025
Q1 		$273K Sell
3,013
-103
-3% -$9.35K 0.05% 162
2024
Q4 		$278K Sell
3,116
-22
-0.7% -$2.08K 0.06% 156
2024
Q3 		$306K Sell
3,138
-1,440
-31% -$133K 0.06% 146
2024
Q2 		$383K Sell
4,578
-4,978
-52% -$411K 0.09% 124
2024
Q1 		$826K Buy
9,556
+4,616
+93% +$394K 0.22% 75
2023
Q4 		$437K Sell
4,940
-96
-2% -$7.61K 0.13% 113
2023
Q3 		$381K Sell
5,036
-94
-2% -$7.75K 0.14% 115
2023
Q2 		$429K Buy
5,130
+148
+3% +$12.1K 0.15% 114
2023
Q1 		$414K Buy
4,982
+88
+2% +$7.56K 0.15% 112
2022
Q4 		$404K Sell
4,894
-4,251
-46% -$352K 0.16% 107
2022
Q3 		$733K Buy
9,145
+580
+7% +$54.2K 0.32% 58
2022
Q2 		$780K Buy
8,565
+2,071
+32% +$206K 0.33% 56
2022
Q1 		$704K Buy
6,494
+19
+0.3% +$2.01K 0.43% 62
2021
Q4 		$751K Buy
6,475
+202
+3% +$22.1K 0.32% 69
2021
Q3 		$638K Buy
6,273
+240
+4% +$25.5K 0.3% 72
2021
Q2 		$614K Buy
6,033
+1,183
+24% +$117K 0.33% 72
2021
Q1 		$446K Buy
4,850
+1,872
+63% +$165K 0.36% 81
2020
Q4 		$253K Buy
2,978
+305
+11% +$25.3K 0.29% 104
2020
Q3 		$211K Hold
2,673
– – 0.31% 98
2020
Q2 		$210K Buy
+2,673
New +$203K 0.32% 102
2020
Q1 		– Sell
-2,783
Closed -$258K – 130
2019
Q4 		$258K Buy
+2,783
New +$258K 0.31% 100

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

PBMares Wealth Management's VNQ Position: Q3 2025 in Review

PBMares Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 5.3% in Q3 2025, buying an estimated $14.1K and bringing the position to 3,091 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #157.

PBMares Wealth Management first reported a position in VNQ in Q4 2019 and has held it in 23 quarters since. The position peaked at $826K in Q1 2024. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • PBMares Wealth Management held 3,091 shares of Vanguard Real Estate ETF worth $283K as of Q3 2025.
  • PBMares Wealth Management bought 155 Vanguard Real Estate ETF shares in Q3 2025, an estimated $14.1K.
  • Vanguard Real Estate ETF made up 0.05% of PBMares Wealth Management's portfolio in Q3 2025, its #157 holding.
  • PBMares Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 23 quarters since.
  • PBMares Wealth Management's Vanguard Real Estate ETF position peaked at $826K in Q1 2024.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.