SFPM
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Sensible Financial Planning & Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Sensible Financial Planning & Management’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 		$2.74M Sell
29,990
-1,107
-4% -$100K 0.5% 23
2025
Q2 		$2.77M Sell
31,097
-992
-3% -$87.5K 0.53% 22
2025
Q1 		$2.91M Sell
32,089
-407
-1% -$36.9K 0.58% 21
2024
Q4 		$2.89M Sell
32,496
-375
-1% -$35.4K 0.6% 20
2024
Q3 		$3.2M Sell
32,871
-1,160
-3% -$107K 0.63% 20
2024
Q2 		$2.85M Sell
34,031
-301
-0.9% -$24.9K 0.62% 20
2024
Q1 		$2.97M Sell
34,332
-462
-1% -$39.5K 0.66% 20
2023
Q4 		$3.07M Sell
34,794
-423
-1% -$33.5K 0.72% 21
2023
Q3 		$2.67M Sell
35,217
-178
-0.5% -$14.7K 0.67% 20
2023
Q2 		$2.96M Sell
35,395
-334
-0.9% -$27.4K 0.69% 22
2023
Q1 		$2.97M Sell
35,729
-789
-2% -$67.8K 0.7% 22
2022
Q4 		$3.01M Sell
36,518
-1,583
-4% -$131K 0.75% 21
2022
Q3 		$3.06M Sell
38,101
-950
-2% -$88.8K 0.79% 18
2022
Q2 		$3.56M Sell
39,051
-1,078
-3% -$107K 0.9% 17
2022
Q1 		$4.35M Sell
40,129
-755
-2% -$79.9K 1.16% 17
2021
Q4 		$4.74M Buy
40,884
+2,387
+6% +$261K 1.35% 15
2021
Q3 		$3.92M Sell
38,497
-558
-1% -$59.2K 1.28% 17
2021
Q2 		$3.98M Sell
39,055
-1,201
-3% -$119K 1.34% 17
2021
Q1 		$3.7M Sell
40,256
-47
-0.1% -$4.13K 1.36% 16
2020
Q4 		$3.42M Buy
40,303
+1,392
+4% +$115K 1.28% 17
2020
Q3 		$3.07M Sell
38,911
-980
-2% -$78.7K 1.26% 16
2020
Q2 		$3.13M Sell
39,891
-7,476
-16% -$567K 1.34% 14
2020
Q1 		$3.31M Sell
47,367
-5,425
-10% -$476K 1.58% 13
2019
Q4 		$4.9M Sell
52,792
-3,548
-6% -$329K 2.06% 12
2019
Q3 		$5.25M Sell
56,340
-4,061
-7% -$369K 2.27% 13
2019
Q2 		$5.28M Buy
60,401
+1,886
+3% +$165K 2.26% 11
2019
Q1 		$5.09M Sell
58,515
-1,629
-3% -$135K 2.3% 11
2018
Q4 		$4.49M Sell
60,144
-236
-0.4% -$18.6K 2.17% 11
2018
Q3 		$4.87M Sell
60,380
-870
-1% -$71.6K 2.26% 9
2018
Q2 		$4.99M Sell
61,250
-1,768
-3% -$137K 2.37% 9
2018
Q1 		$4.76M Buy
63,018
+2,405
+4% +$184K 2.27% 9
2017
Q4 		$5.03M Sell
60,613
-4,198
-6% -$352K 2.57% 9
2017
Q3 		$5.38M Buy
64,811
+2,699
+4% +$226K 2.97% 8
2017
Q2 		$5.17M Sell
62,112
-1,227
-2% -$102K 3.24% 7
2017
Q1 		$5.23M Buy
63,339
+2,584
+4% +$214K 3.37% 7
2016
Q4 		$5.01M Buy
60,755
+3,122
+5% +$254K 3.47% 7
2016
Q3 		$5M Buy
57,633
+772
+1% +$68.9K 3.44% 7
2016
Q2 		$5.04M Buy
56,861
+1,997
+4% +$168K 3.53% 7
2016
Q1 		$4.6M Buy
54,864
+869
+2% +$67.6K 3.36% 7
2015
Q4 		$4.3M Sell
53,995
-40
-0.1% -$3.17K 3.28% 8
2015
Q3 		$4.08M Buy
54,035
+1,688
+3% +$130K 3.2% 8
2015
Q2 		$3.91M Sell
52,347
-838
-2% -$67K 3.22% 7
2015
Q1 		$4.48M Sell
53,185
-4,713
-8% -$400K 4.07% 6
2014
Q4 		$4.69M Sell
57,898
-3,857
-6% -$303K 4.79% 6
2014
Q3 		$4.33M Buy
+61,755
New +$4.66M 3.77% 6

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Sensible Financial Planning & Management's VNQ Position: Q3 2025 in Review

Sensible Financial Planning & Management reduced its Vanguard Real Estate ETF (VNQ) stake by 3.6% in Q3 2025, selling an estimated $100K and leaving 29,990 shares worth $2.74M. The position accounts for 0.5% of the portfolio, ranked #23.

Sensible Financial Planning & Management first reported a position in VNQ in Q3 2014 and has held it in 45 quarters since. The position peaked at $5.38M in Q3 2017. 1,674 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Sensible Financial Planning & Management held 29,990 shares of Vanguard Real Estate ETF worth $2.74M as of Q3 2025.
  • Sensible Financial Planning & Management sold 1,107 Vanguard Real Estate ETF shares in Q3 2025, an estimated $100K.
  • Vanguard Real Estate ETF made up 0.5% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #23 holding.
  • Sensible Financial Planning & Management first reported a position in Vanguard Real Estate ETF in Q3 2014 and has held it in 45 quarters since.
  • Sensible Financial Planning & Management's Vanguard Real Estate ETF position peaked at $5.38M in Q3 2017.
  • 1,674 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.