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Schechter Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Schechter Investment 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
Q1 		$4.48M Buy
49,467
+1,248
+3% +$113K 0.37% 53
2024
Q4 		$4.3M Buy
48,219
+2,049
+4% +$194K 0.33% 61
2024
Q3 		$4.5M Sell
46,170
-4,722
-9% -$435K 0.33% 56
2024
Q2 		$4.26M Buy
50,892
+1,552
+3% +$128K 0.32% 55
2024
Q1 		$4.27M Buy
49,340
+2,294
+5% +$196K 0.32% 57
2023
Q4 		$4.16M Sell
47,046
-3,702
-7% -$293K 0.36% 52
2023
Q3 		$3.84M Buy
50,748
+2,398
+5% +$198K 0.37% 48
2023
Q2 		$4.04M Sell
48,350
-481
-1% -$39.4K 0.36% 47
2023
Q1 		$4.05M Buy
48,831
+597
+1% +$51.3K 0.38% 46
2022
Q4 		$3.98M Buy
48,234
+2,453
+5% +$203K 0.36% 43
2022
Q3 		$3.67M Buy
45,781
+1,689
+4% +$158K 0.36% 38
2022
Q2 		$4.02M Sell
44,092
-1,267
-3% -$126K 0.39% 34
2022
Q1 		$4.92M Sell
45,359
-4,330
-9% -$458K 0.46% 30
2021
Q4 		$5.76M Buy
+49,689
New +$5.43M 0.52% 28

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schechter Investment Advisors's VNQ Position: Q1 2025 in Review

Schechter Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 2.6% in Q1 2025, buying an estimated $113K and bringing the position to 49,467 shares worth $4.48M. The position accounts for 0.37% of the portfolio, ranked #53.

Schechter Investment Advisors first reported a position in VNQ in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.76M in Q4 2021. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Schechter Investment Advisors held 49,467 shares of Vanguard Real Estate ETF worth $4.48M as of Q1 2025.
  • Schechter Investment Advisors bought 1,248 Vanguard Real Estate ETF shares in Q1 2025, an estimated $113K.
  • Vanguard Real Estate ETF made up 0.37% of Schechter Investment Advisors's portfolio in Q1 2025, its #53 holding.
  • Schechter Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Vanguard Real Estate ETF position peaked at $5.76M in Q4 2021.
  • 1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.