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

PFG 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
-12,203
Closed -$1.12M – 148
2025
Q3 		$1.12M Buy
+12,203
New +$1.11M 0.5% 48
2025
Q2 		– Sell
-3
Closed -$272 – 245
2025
Q1 		$272 Buy
+3
New +$272 ﹤0.01% 253
2021
Q4 		– Sell
-4
Closed – – 342
2021
Q3 		$0 Buy
+4
New +$424 ﹤0.01% 310

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

PFG Private Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 12,203 shares — an estimated $1.12M sold.

PFG Private Wealth Management first reported a position in VNQ in Q3 2021 and held it in 3 quarters. The position peaked at $1.12M in Q3 2025. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 12,203 Vanguard Real Estate ETF shares in Q4 2025, an estimated $1.12M.
  • PFG Private Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2021 and held it in 3 quarters.
  • PFG Private Wealth Management's Vanguard Real Estate ETF position peaked at $1.12M in Q3 2025.
  • 1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.