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

Perissos Private 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 Q4	–	Sell	-2,446	Closed	-$224K	–	83
2025 Q3	$224K	Sell	2,446 -1,035	-30%	-$93.9K	0.16%	69
2025 Q2	$310K	Buy	3,481 +4	+0.1%	+$353	0.25%	56
2025 Q1	$315K	Sell	3,477 -245	-7%	-$22.2K	0.29%	55
2024 Q4	$332K	Buy	3,722 +5	+0.1%	+$472	0.25%	64
2024 Q3	$362K	Sell	3,717 -69	-2%	-$6.35K	0.29%	61
2024 Q2	$317K	Sell	3,786 -909	-19%	-$75.1K	0.28%	62
2024 Q1	$406K	Buy	+4,695	New	+$401K	0.37%	52

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Perissos Private Wealth Management's VNQ Position: Q4 2025 in Review

Perissos Private Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 2,446 shares — an estimated $224K sold.

Perissos Private Wealth Management first reported a position in VNQ in Q1 2024 and held it in 7 quarters. The position peaked at $406K in Q1 2024. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

Perissos Private Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Perissos Private Wealth Management sold 2,446 Vanguard Real Estate ETF shares in Q4 2025, an estimated $224K.
Perissos Private Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2024 and held it in 7 quarters.
Perissos Private Wealth Management's Vanguard Real Estate ETF position peaked at $406K in Q1 2024.
1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Perissos Private Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.