Poehling Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Poehling Capital 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 Q2	–	Sell	-3,626	Closed	-$328K	–	143
2025 Q1	$328K	Buy	3,626 +37	+1%	+$3.36K	0.08%	111
2024 Q4	$320K	Buy	3,589 +64	+2%	+$6.05K	0.08%	112
2024 Q3	$343K	Buy	3,525 +43	+1%	+$3.96K	0.09%	107
2024 Q2	$292K	Hold	3,482	–	–	0.08%	115
2024 Q1	$301K	Buy	3,482 +29	+0.8%	+$2.48K	0.08%	109
2023 Q4	$305K	Buy	3,453 +75	+2%	+$5.94K	0.1%	101
2023 Q3	$256K	Buy	3,378 +37	+1%	+$3.05K	0.09%	106
2023 Q2	$279K	Hold	3,341	–	–	0.09%	104
2023 Q1	$277K	Buy	3,341 +32	+1%	+$2.75K	0.09%	103
2022 Q4	$273K	Buy	3,309 +46	+1%	+$3.81K	0.1%	98
2022 Q3	$262K	Buy	3,263 +37	+1%	+$3.46K	0.11%	91
2022 Q2	$294K	Buy	3,226 +20	+0.6%	+$1.99K	0.11%	94
2022 Q1	$347K	Buy	3,206 +17	+0.5%	+$1.8K	0.11%	113
2021 Q4	$370K	Buy	3,189 +29	+0.9%	+$3.17K	0.12%	100
2021 Q3	$322K	Buy	3,160 +20	+0.6%	+$2.12K	0.11%	105
2021 Q2	$320K	Buy	3,140 +22	+0.7%	+$2.18K	0.1%	119
2021 Q1	$286K	Buy	3,118 +18	+0.6%	+$1.58K	0.1%	123
2020 Q4	$263K	Buy	3,100 +71	+2%	+$5.89K	0.1%	112
2020 Q3	$239K	Buy	3,029 +28	+0.9%	+$2.25K	0.12%	101
2020 Q2	$236K	Hold	3,001	–	–	0.13%	97
2020 Q1	$210K	Buy	3,001 +27	+0.9%	+$2.37K	0.15%	87
2019 Q4	$276K	Buy	2,974 +31	+1%	+$2.87K	0.18%	89
2019 Q3	$274K	Buy	2,943 +50	+2%	+$4.54K	0.2%	84
2019 Q2	$253K	Buy	2,893 +20	+0.7%	+$1.75K	0.17%	94
2019 Q1	$250K	Hold	2,873	–	–	0.18%	92
2018 Q4	$214K	Buy	2,873 +35	+1%	+$2.76K	0.21%	89
2018 Q3	$229K	Buy	2,838 +40	+1%	+$3.29K	0.16%	94
2018 Q2	$228K	Buy	2,798 +51	+2%	+$3.95K	0.2%	87
2018 Q1	$207K	Hold	2,747	–	–	0.17%	89
2017 Q4	$228K	Buy	+2,747	New	+$230K	0.19%	85

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Poehling Capital Management's VNQ Position: Q2 2025 in Review

Poehling Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 3,626 shares — an estimated $328K sold.

Poehling Capital Management first reported a position in VNQ in Q4 2017 and held it in 30 quarters. The position peaked at $370K in Q4 2021. 1,675 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Poehling Capital Management reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Poehling Capital Management sold 3,626 Vanguard Real Estate ETF shares in Q2 2025, an estimated $328K.
Poehling Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and held it in 30 quarters.
Poehling Capital Management's Vanguard Real Estate ETF position peaked at $370K in Q4 2021.
1,675 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Poehling Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.