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Phoenix Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Phoenix Financial’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
-2,951
Closed -$267K – 451
2025
Q1 		$267K Buy
2,951
+132
+5% +$12K ﹤0.01% 312
2024
Q4 		$250K Buy
+2,819
New +$266K ﹤0.01% 324

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Financial's VNQ Position: Q2 2025 in Review

Phoenix Financial sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 2,951 shares — an estimated $267K sold.

Phoenix Financial first reported a position in VNQ in Q4 2024 and held it in 2 quarters. The position peaked at $267K in Q1 2025. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Phoenix Financial reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Phoenix Financial sold 2,951 Vanguard Real Estate ETF shares in Q2 2025, an estimated $267K.
  • Phoenix Financial first reported a position in Vanguard Real Estate ETF in Q4 2024 and held it in 2 quarters.
  • Phoenix Financial's Vanguard Real Estate ETF position peaked at $267K in Q1 2025.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Phoenix Financial's 13F filing for Q2 2025, filed 30 Jul 2025.