SevenBridge Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

SevenBridge Financial Group’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	–	Sell	-2,383	Closed	-$219K	–	230
2024 Q4	$219K	Hold	2,383	–	–	0.04%	209
2024 Q3	$227K	Hold	2,383	–	–	0.04%	205
2024 Q2	$215K	Buy	+2,383	New	+$197K	0.05%	195
2024 Q1	–	Sell	-2,558	Closed	-$226K	–	208
2023 Q4	$226K	Buy	+2,558	New	+$203K	0.05%	177
2023 Q3	–	Sell	-3,082	Closed	-$258K	–	192
2023 Q2	$258K	Sell	3,082 -1,475	-32%	-$121K	0.07%	155
2023 Q1	$378K	Buy	4,557 +607	+15%	+$52.2K	0.1%	138
2022 Q4	$326K	Buy	+3,950	New	+$328K	0.1%	152
2019 Q3	–	Sell	-262	Closed	-$23K	–	559
2019 Q2	$23K	Hold	262	–	–	0.01%	375
2019 Q1	$23K	Hold	262	–	–	0.01%	332
2018 Q4	$20K	Hold	262	–	–	0.01%	308
2018 Q3	$21K	Sell	262 -142	-35%	-$11.7K	0.01%	340
2018 Q2	$33K	Hold	404	–	–	0.02%	290
2018 Q1	$30K	Sell	404 -1,658	-80%	-$127K	0.02%	311
2017 Q4	$171K	Buy	2,062 +110	+6%	+$9.22K	0.09%	148
2017 Q3	$162K	Hold	1,952	–	–	0.09%	148
2017 Q2	$162K	Hold	1,952	–	–	0.1%	145
2017 Q1	$163K	Sell	1,952 -158	-7%	-$13.1K	0.11%	142
2016 Q4	$176K	Hold	2,110	–	–	0.13%	141
2016 Q3	$176K	Sell	2,110 -416	-16%	-$37.1K	0.13%	141
2016 Q2	$224K	Buy	+2,526	New	+$212K	0.16%	124

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

SevenBridge Financial Group's VNQ Position: Q1 2025 in Review

SevenBridge Financial Group sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 2,383 shares — an estimated $219K sold.

SevenBridge Financial Group first reported a position in VNQ in Q2 2016 and held it in 20 quarters. The position peaked at $378K in Q1 2023. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

SevenBridge Financial Group reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
SevenBridge Financial Group sold 2,383 Vanguard Real Estate ETF shares in Q1 2025, an estimated $219K.
SevenBridge Financial Group first reported a position in Vanguard Real Estate ETF in Q2 2016 and held it in 20 quarters.
SevenBridge Financial Group's Vanguard Real Estate ETF position peaked at $378K in Q1 2023.
1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on SevenBridge Financial Group's 13F filing for Q1 2025, filed 13 May 2025.