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Rise Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Rise 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
Q4 		– Sell
-200
Closed -$18.3K – 1387
2025
Q3 		$18.3K Sell
200
-105
-34% -$9.52K 0.01% 637
2025
Q2 		$27.2K Sell
305
-28
-8% -$2.47K 0.01% 385
2025
Q1 		$30.1K Buy
333
+55
+20% +$4.99K 0.01% 323
2024
Q4 		$24.8K Sell
278
-130
-32% -$12.3K 0.01% 510
2024
Q3 		$39.7K Buy
408
+4
+1% +$368 0.02% 299
2024
Q2 		$33.8K Sell
404
-1,128
-74% -$93.1K 0.02% 326
2024
Q1 		$133K Buy
1,532
+13
+0.9% +$1.11K 0.07% 120
2023
Q4 		$134K Sell
1,519
-19
-1% -$1.51K 0.09% 87
2023
Q3 		$116K Sell
1,538
-863
-36% -$71.2K 0.09% 84
2023
Q2 		$201K Sell
2,401
-1,098
-31% -$90K 0.16% 64
2023
Q1 		$291K Sell
3,499
-82
-2% -$7.05K 0.22% 50
2022
Q4 		$295K Sell
3,581
-57
-2% -$4.73K 0.24% 49
2022
Q3 		$292K Buy
3,638
+36
+1% +$3.37K 0.24% 49
2022
Q2 		$328K Buy
3,602
+20
+0.6% +$1.99K 0.33% 41
2022
Q1 		$388K Buy
3,582
+12
+0.3% +$1.27K 0.35% 39
2021
Q4 		$414K Buy
+3,570
New +$390K 0.39% 40

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Rise Advisors's VNQ Position: Q4 2025 in Review

Rise Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 200 shares — an estimated $18.3K sold.

Rise Advisors first reported a position in VNQ in Q4 2021 and held it in 16 quarters. The position peaked at $414K in Q4 2021. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • Rise Advisors reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 200 Vanguard Real Estate ETF shares in Q4 2025, an estimated $18.3K.
  • Rise Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Vanguard Real Estate ETF position peaked at $414K in Q4 2021.
  • 1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.