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Plum Street Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Plum Street Advisors’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
2024
Q4 		– Sell
-2,534
Closed -$247K – 90
2024
Q3 		$247K Buy
+2,534
New +$233K 0.13% 79
2024
Q2 		– Sell
-2,534
Closed -$247K – 83
2024
Q1 		$247K Buy
+2,534
New +$216K 0.13% 79

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Plum Street Advisors's VNQ Position: Q4 2024 in Review

Plum Street Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2024, closing a stake of 2,534 shares — an estimated $247K sold.

Plum Street Advisors first reported a position in VNQ in Q1 2024 and held it in 2 quarters. The position peaked at $247K in Q3 2024. 1,740 funds tracked by Wall St. Rank hold VNQ as of Q4 2024.

  • Plum Street Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Plum Street Advisors sold 2,534 Vanguard Real Estate ETF shares in Q4 2024, an estimated $247K.
  • Plum Street Advisors first reported a position in Vanguard Real Estate ETF in Q1 2024 and held it in 2 quarters.
  • Plum Street Advisors's Vanguard Real Estate ETF position peaked at $247K in Q3 2024.
  • 1,740 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2024.

Based on Plum Street Advisors's 13F filing for Q4 2024, filed 29 May 2025.