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Smith Shellnut Wilson’s Vanguard Real Estate ETF VNQ Stock Holding History

Smith Shellnut Wilson’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 		$599K Sell
6,550
-1,979
-23% -$180K 0.23% 66
2025
Q2 		$760K Hold
8,529
– – 0.33% 57
2025
Q1 		$772K Hold
8,529
– – 0.35% 52
2024
Q4 		$760K Hold
8,529
– – 0.34% 54
2024
Q3 		$831K Hold
8,529
– – 0.38% 50
2024
Q2 		$714K Hold
8,529
– – 0.35% 50
2024
Q1 		$738K Hold
8,529
– – 0.39% 48
2023
Q4 		$754K Hold
8,529
– – 0.43% 44
2023
Q3 		$645K Hold
8,529
– – 0.39% 44
2023
Q2 		$713K Sell
8,529
-1,325
-13% -$109K 0.4% 41
2023
Q1 		$818K Sell
9,854
-33
-0.3% -$2.83K 0.5% 37
2022
Q4 		$815K Hold
9,887
– – 0.5% 37
2022
Q3 		$793K Hold
9,887
– – 0.53% 34
2022
Q2 		$901K Buy
9,887
+33
+0.3% +$3.29K 0.56% 36
2022
Q1 		$1.07M Sell
9,854
-358
-4% -$37.9K 0.56% 35
2021
Q4 		$1.19M Sell
10,212
-753
-7% -$82.2K 0.59% 37
2021
Q3 		$1.12M Sell
10,965
-185
-2% -$19.6K 0.65% 34
2021
Q2 		$1.14M Sell
11,150
-1,145
-9% -$114K 0.66% 35
2021
Q1 		$1.13M Sell
12,295
-2,145
-15% -$189K 0.69% 35
2020
Q4 		$1.23M Sell
14,440
-1,494
-9% -$124K 0.73% 31
2020
Q3 		$1.26K Hold
15,934
– – 0.47% 34
2020
Q2 		$1.25M Sell
15,934
-100
-0.6% -$7.58K 0.9% 25
2020
Q1 		$1.12M Buy
16,034
+1,126
+8% +$98.9K 0.94% 27
2019
Q4 		$1.38M Buy
14,908
+1,231
+9% +$114K 0.92% 27
2019
Q3 		$1.27M Sell
13,677
-1,105
-7% -$100K 0.94% 27
2019
Q2 		$1.29M Buy
14,782
+477
+3% +$41.8K 0.97% 26
2019
Q1 		$1.24M Buy
14,305
+5,821
+69% +$481K 0.98% 26
2018
Q4 		$633K Sell
8,484
-577
-6% -$45.5K 0.68% 35
2018
Q3 		$731K Buy
+9,061
New +$746K 0.65% 32
2018
Q1 		$337K Buy
4,467
+1,900
+74% +$145K 0.29% 56
2017
Q4 		$213K Hold
2,567
– – 0.18% 120
2017
Q3 		$213K Buy
+2,567
New +$214K 0.19% 124

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

Smith Shellnut Wilson's VNQ Position: Q3 2025 in Review

Smith Shellnut Wilson reduced its Vanguard Real Estate ETF (VNQ) stake by 23% in Q3 2025, selling an estimated $180K and leaving 6,550 shares worth $599K. The position accounts for 0.23% of the portfolio, ranked #66.

Smith Shellnut Wilson first reported a position in VNQ in Q3 2017 and has held it in 32 quarters since. The position peaked at $1.38M in Q4 2019. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Smith Shellnut Wilson held 6,550 shares of Vanguard Real Estate ETF worth $599K as of Q3 2025.
  • Smith Shellnut Wilson sold 1,979 Vanguard Real Estate ETF shares in Q3 2025, an estimated $180K.
  • Vanguard Real Estate ETF made up 0.23% of Smith Shellnut Wilson's portfolio in Q3 2025, its #66 holding.
  • Smith Shellnut Wilson first reported a position in Vanguard Real Estate ETF in Q3 2017 and has held it in 32 quarters since.
  • Smith Shellnut Wilson's Vanguard Real Estate ETF position peaked at $1.38M in Q4 2019.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.