QFPS
VNQ icon

Quantum Financial Planning Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Quantum Financial Planning 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
Q2 		– Sell
-4,708
Closed -$426K – 50
2025
Q1 		$426K Sell
4,708
-847
-15% -$76.9K 0.23% 17
2024
Q4 		$495K Buy
+5,555
New +$525K 0.27% 17

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

Quantum Financial Planning Services's VNQ Position: Q2 2025 in Review

Quantum Financial Planning Services sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 4,708 shares — an estimated $426K sold.

Quantum Financial Planning Services first reported a position in VNQ in Q4 2024 and held it in 2 quarters. The position peaked at $495K in Q4 2024. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Quantum Financial Planning Services reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Quantum Financial Planning Services sold 4,708 Vanguard Real Estate ETF shares in Q2 2025, an estimated $426K.
  • Quantum Financial Planning Services first reported a position in Vanguard Real Estate ETF in Q4 2024 and held it in 2 quarters.
  • Quantum Financial Planning Services's Vanguard Real Estate ETF position peaked at $495K in Q4 2024.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Quantum Financial Planning Services's 13F filing for Q2 2025, filed 25 Jul 2025.