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Regent Peak Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Regent Peak Wealth 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
2025
Q1 		– Sell
-4,074
Closed -$363K – 191
2024
Q4 		$363K Sell
4,074
-146
-3% -$13.8K 0.08% 105
2024
Q3 		$411K Sell
4,220
-497
-11% -$45.8K 0.09% 98
2024
Q2 		$395K Sell
4,717
-42,000
-90% -$3.47M 0.09% 102
2024
Q1 		$4.04M Buy
46,717
+5,878
+14% +$502K 1.03% 22
2023
Q4 		$3.61M Buy
40,839
+4,883
+14% +$387K 0.98% 22
2023
Q3 		$2.72M Buy
35,956
+871
+2% +$71.8K 0.83% 25
2023
Q2 		$2.93M Sell
35,085
-1,301
-4% -$107K 0.85% 25
2023
Q1 		$3.02M Buy
+36,386
New +$3.13M 0.93% 21
2022
Q3 		– Sell
-39,000
Closed -$3.55M – 162
2022
Q2 		$3.55M Sell
39,000
-521
-1% -$51.9K 1.16% 18
2022
Q1 		$4.28M Sell
39,521
-4,968
-11% -$526K 1.23% 16
2021
Q4 		$5.16M Sell
44,489
-28
-0.1% -$3.06K 1.4% 16
2021
Q3 		$4.53M Buy
44,517
+116
+0.3% +$12.3K 1.3% 18
2021
Q2 		$4.72M Buy
44,401
+2,775
+7% +$275K 1.32% 18
2021
Q1 		$3.82M Buy
41,626
+3,196
+8% +$281K 1.26% 17
2020
Q4 		$3.26M Buy
38,430
+625
+2% +$51.8K 1.09% 18
2020
Q3 		$2.98M Buy
37,805
+124
+0.3% +$9.95K 1.27% 17
2020
Q2 		$2.96M Buy
37,681
+1,683
+5% +$128K 1.34% 17
2020
Q1 		$2.51M Buy
35,998
+1,611
+5% +$141K 1.4% 17
2019
Q4 		$3.19M Buy
+34,387
New +$3.18M 1.46% 16

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regent Peak Wealth Advisors's VNQ Position: Q1 2025 in Review

Regent Peak Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 4,074 shares — an estimated $363K sold.

Regent Peak Wealth Advisors first reported a position in VNQ in Q4 2019 and held it in 19 quarters. The position peaked at $5.16M in Q4 2021. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Regent Peak Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 4,074 Vanguard Real Estate ETF shares in Q1 2025, an estimated $363K.
  • Regent Peak Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 19 quarters.
  • Regent Peak Wealth Advisors's Vanguard Real Estate ETF position peaked at $5.16M in Q4 2021.
  • 1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.