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

Sheaff Brock 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 		$372K Buy
4,112
+423
+11% +$38.4K 0.03% 300
2024
Q4 		$329K Sell
3,689
-254
-6% -$24K 0.03% 321
2024
Q3 		$384K Buy
3,943
+9
+0.2% +$829 0.03% 295
2024
Q2 		$329K Sell
3,934
-200
-5% -$16.5K 0.03% 311
2024
Q1 		$357K Sell
4,134
-40
-1% -$3.42K 0.02% 333
2023
Q4 		$369K Buy
4,174
+93
+2% +$7.37K 0.03% 310
2023
Q3 		$309K Buy
4,081
+96
+2% +$7.92K 0.03% 324
2023
Q2 		$333K Hold
3,985
– – 0.03% 328
2023
Q1 		$331K Sell
3,985
-14
-0.4% -$1.2K 0.03% 328
2022
Q4 		$330K Buy
3,999
+174
+5% +$14.4K 0.03% 320
2022
Q3 		$307K Buy
3,825
+12
+0.3% +$1.12K 0.03% 326
2022
Q2 		$347K Buy
3,813
+4
+0.1% +$399 0.03% 307
2022
Q1 		$412K Sell
3,809
-170
-4% -$18K 0.03% 310
2021
Q4 		$462K Buy
3,979
+15
+0.4% +$1.64K 0.03% 296
2021
Q3 		$403K Buy
3,964
+204
+5% +$21.6K 0.03% 310
2021
Q2 		$383K Buy
3,760
+8
+0.2% +$793 0.03% 315
2021
Q1 		$345K Buy
3,752
+77
+2% +$6.77K 0.03% 322
2020
Q4 		$312K Buy
3,675
+5
+0.1% +$415 0.03% 328
2020
Q3 		$290K Buy
3,670
+103
+3% +$8.27K 0.03% 312
2020
Q2 		$280K Buy
3,567
+275
+8% +$20.8K 0.03% 319
2020
Q1 		$230K Buy
3,292
+110
+3% +$9.66K 0.03% 311
2019
Q4 		$295K Sell
3,182
-469
-13% -$43.4K 0.03% 340
2019
Q3 		$340K Buy
+3,651
New +$331K 0.04% 312
2019
Q2 		– Sell
-3,112
Closed -$270K – 527
2019
Q1 		$270K Sell
3,112
-52
-2% -$4.3K 0.03% 364
2018
Q4 		$236K Buy
3,164
+117
+4% +$9.22K 0.04% 364
2018
Q3 		$246K Hold
3,047
– – 0.02% 398
2018
Q2 		$248K Buy
+3,047
New +$236K 0.02% 404
2018
Q1 		– Sell
-2,530
Closed -$210K – 584
2017
Q4 		$210K Sell
2,530
-898
-26% -$75.3K 0.03% 446
2017
Q3 		$285K Buy
3,428
+192
+6% +$16K 0.04% 371
2017
Q2 		$269K Buy
3,236
+584
+22% +$48.7K 0.04% 411
2017
Q1 		$219K Buy
+2,652
New +$220K 0.03% 481

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

Sheaff Brock Investment Advisors's VNQ Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 11% in Q1 2025, buying an estimated $38.4K and bringing the position to 4,112 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #300.

Sheaff Brock Investment Advisors first reported a position in VNQ in Q1 2017 and has held it in 31 quarters since. The position peaked at $462K in Q4 2021. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Sheaff Brock Investment Advisors held 4,112 shares of Vanguard Real Estate ETF worth $372K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 423 Vanguard Real Estate ETF shares in Q1 2025, an estimated $38.4K.
  • Vanguard Real Estate ETF made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #300 holding.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard Real Estate ETF in Q1 2017 and has held it in 31 quarters since.
  • Sheaff Brock Investment Advisors's Vanguard Real Estate ETF position peaked at $462K in Q4 2021.
  • 1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.