Ridgewood Investments’s Vanguard Real Estate ETF VNQ Stock Holding History

Ridgewood Investments’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	-37	Closed	-$3.29K	–	677
2025 Q2	$3.29K	Sell	37 -16	-30%	-$1.41K	﹤0.01%	633
2025 Q1	$4.8K	Hold	53	–	–	﹤0.01%	563
2024 Q4	$4.72K	Hold	53	–	–	﹤0.01%	585
2024 Q3	$5.16K	Sell	53 -1,056	-95%	-$97.2K	﹤0.01%	586
2024 Q2	$92.9K	Buy	+1,109	New	+$91.6K	0.05%	249
2023 Q3	–	Sell	-1,404	Closed	-$117K	–	751
2023 Q2	$117K	Buy	1,404 +37	+3%	+$3.03K	0.07%	225
2023 Q1	$114K	Buy	+1,367	New	+$117K	0.07%	238
2020 Q3	–	Sell	-2,929	Closed	-$230K	–	178
2020 Q2	$230K	Sell	2,929 -135	-4%	-$10.2K	0.19%	142
2020 Q1	$214K	Sell	3,064 -207	-6%	-$18.2K	0.22%	133
2019 Q4	$303K	Buy	3,271 +747	+30%	+$69.2K	0.21%	134
2019 Q3	$235K	Buy	2,524 +238	+10%	+$21.6K	0.18%	149
2019 Q2	$200K	Sell	2,286 -46	-2%	-$4.03K	0.16%	167
2019 Q1	$203K	Buy	+2,332	New	+$193K	0.17%	163
2017 Q2	–	Sell	-2,460	Closed	-$203K	–	142
2017 Q1	$203K	Buy	+2,460	New	+$204K	0.22%	124

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

Ridgewood Investments's VNQ Position: Q3 2025 in Review

Ridgewood Investments sold out of Vanguard Real Estate ETF (VNQ) in Q3 2025, closing a stake of 37 shares — an estimated $3.29K sold.

Ridgewood Investments first reported a position in VNQ in Q1 2017 and held it in 14 quarters. The position peaked at $303K in Q4 2019. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

Ridgewood Investments reported no remaining Vanguard Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 37 Vanguard Real Estate ETF shares in Q3 2025, an estimated $3.29K.
Ridgewood Investments first reported a position in Vanguard Real Estate ETF in Q1 2017 and held it in 14 quarters.
Ridgewood Investments's Vanguard Real Estate ETF position peaked at $303K in Q4 2019.
1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.