Safeguard Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Safeguard Financial’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	$238K	Sell	2,626 -132	-5%	-$12K	0.05%	92
2024 Q4	$246K	Sell	2,758 -1,495	-35%	-$141K	0.05%	98
2024 Q3	$414K	Buy	4,253 +1,266	+42%	+$117K	0.1%	77
2024 Q2	$250K	Sell	2,987 -906	-23%	-$74.8K	0.07%	88
2024 Q1	$337K	Sell	3,893 -1,835	-32%	-$157K	0.11%	63
2023 Q4	$506K	Sell	5,728 -4,013	-41%	-$318K	0.19%	45
2023 Q3	$737K	Sell	9,741 -115	-1%	-$9.48K	0.36%	34
2023 Q2	$823K	Sell	9,856 -457	-4%	-$37.4K	0.4%	32
2023 Q1	$856K	Sell	10,313 -777	-7%	-$66.8K	0.52%	29
2022 Q4	$915K	Sell	11,090 -3,077	-22%	-$255K	0.66%	27
2022 Q3	$1.14M	Sell	14,167 -2,346	-14%	-$219K	1.05%	18
2022 Q2	$1.5M	Buy	16,513 +1,419	+9%	+$141K	1.8%	12
2022 Q1	$1.64M	Buy	+15,094	New	+$1.6M	2.45%	10

Other funds holding VNQ

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

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

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

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Safeguard Financial's VNQ Position: Q1 2025 in Review

Safeguard Financial reduced its Vanguard Real Estate ETF (VNQ) stake by 4.8% in Q1 2025, selling an estimated $12K and leaving 2,626 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #92.

Safeguard Financial first reported a position in VNQ in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.64M in Q1 2022. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

Safeguard Financial held 2,626 shares of Vanguard Real Estate ETF worth $238K as of Q1 2025.
Safeguard Financial sold 132 Vanguard Real Estate ETF shares in Q1 2025, an estimated $12K.
Vanguard Real Estate ETF made up 0.05% of Safeguard Financial's portfolio in Q1 2025, its #92 holding.
Safeguard Financial first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 13 quarters since.
Safeguard Financial's Vanguard Real Estate ETF position peaked at $1.64M in Q1 2022.
1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.