Revisor Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Revisor Wealth 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 Q3	–	Sell	-2,583	Closed	-$232K	–	289
2025 Q2	$232K	Buy	2,583 +30	+1%	+$2.65K	0.08%	247
2025 Q1	$231K	Buy	+2,553	New	+$232K	0.1%	203
2024 Q4	–	Sell	-2,304	Closed	-$224K	–	176
2024 Q3	$224K	Buy	+2,304	New	+$212K	0.14%	157
2024 Q2	–	Sell	-5,571	Closed	-$487K	–	196
2024 Q1	$487K	Buy	+5,571	New	+$476K	0.22%	116
2023 Q4	–	Sell	-2,912	Closed	-$220K	–	173
2023 Q3	$220K	Sell	2,912 -744	-20%	-$61.3K	0.19%	140
2023 Q2	$305K	Sell	3,656 -775	-17%	-$63.5K	0.27%	105
2023 Q1	$368K	Buy	+4,431	New	+$381K	0.34%	73

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Revisor Wealth Management's VNQ Position: Q3 2025 in Review

Revisor Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q3 2025, closing a stake of 2,583 shares — an estimated $232K sold.

Revisor Wealth Management first reported a position in VNQ in Q1 2023 and held it in 7 quarters. The position peaked at $487K in Q1 2024. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

Revisor Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Revisor Wealth Management sold 2,583 Vanguard Real Estate ETF shares in Q3 2025, an estimated $232K.
Revisor Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2023 and held it in 7 quarters.
Revisor Wealth Management's Vanguard Real Estate ETF position peaked at $487K in Q1 2024.
1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Revisor Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.