Roger Wittlin Investment Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Roger Wittlin Investment Advisory’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	-3,639	Closed	-$333K	–	43
2025 Q3	$333K	Sell	3,639 -516	-12%	-$46.8K	0.18%	34
2025 Q2	$370K	Buy	4,155 +41	+1%	+$3.62K	0.21%	35
2025 Q1	$372K	Buy	4,114 +42	+1%	+$3.81K	0.22%	33
2024 Q4	$363K	Buy	4,072 +72	+2%	+$6.8K	0.2%	33
2024 Q3	$390K	Buy	4,000 +50	+1%	+$4.6K	0.22%	35
2024 Q2	$331K	Hold	3,950	–	–	0.21%	35
2024 Q1	$342K	Buy	3,950 +33	+0.8%	+$2.82K	0.24%	33
2023 Q4	$346K	Buy	+3,917	New	+$310K	0.26%	34
2023 Q1	–	Sell	-6,024	Closed	-$497K	–	44
2022 Q4	$497K	Buy	+6,024	New	+$499K	0.5%	31

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Roger Wittlin Investment Advisory's VNQ Position: Q4 2025 in Review

Roger Wittlin Investment Advisory sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 3,639 shares — an estimated $333K sold.

Roger Wittlin Investment Advisory first reported a position in VNQ in Q4 2022 and held it in 9 quarters. The position peaked at $497K in Q4 2022. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

Roger Wittlin Investment Advisory reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Roger Wittlin Investment Advisory sold 3,639 Vanguard Real Estate ETF shares in Q4 2025, an estimated $333K.
Roger Wittlin Investment Advisory first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 9 quarters.
Roger Wittlin Investment Advisory's Vanguard Real Estate ETF position peaked at $497K in Q4 2022.
1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Roger Wittlin Investment Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.