Private Client Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Private Client Services’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	-2,458	Closed	-$225K	–	210
2025 Q3	$225K	Sell	2,458 -873	-26%	-$79.2K	0.08%	180
2025 Q2	$297K	Sell	3,331 -1,085	-25%	-$95.7K	0.12%	157
2025 Q1	$400K	Buy	4,416 +162	+4%	+$14.7K	0.2%	106
2024 Q4	$379K	Buy	4,254 +531	+14%	+$50.2K	0.2%	101
2024 Q3	$363K	Buy	3,723 +51	+1%	+$4.7K	0.2%	100
2024 Q2	$308K	Sell	3,672 -2,410	-40%	-$199K	0.19%	97
2024 Q1	$526K	Sell	6,082 -5	-0.1%	-$427	0.35%	64
2023 Q4	$538K	Buy	+6,087	New	+$482K	0.44%	74

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

Private Client Services's VNQ Position: Q4 2025 in Review

Private Client Services sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 2,458 shares — an estimated $225K sold.

Private Client Services first reported a position in VNQ in Q4 2023 and held it in 8 quarters. The position peaked at $538K in Q4 2023. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

Private Client Services reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Private Client Services sold 2,458 Vanguard Real Estate ETF shares in Q4 2025, an estimated $225K.
Private Client Services first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 8 quarters.
Private Client Services's Vanguard Real Estate ETF position peaked at $538K in Q4 2023.
1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Private Client Services's 13F filing for Q4 2025, filed 7 Jan 2026.