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Sound View Wealth Advisors Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Sound View Wealth Advisors 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
Q4 		– Sell
-4,373
Closed -$400K – 441
2025
Q3 		$400K Sell
4,373
-1,120
-20% -$102K 0.03% 304
2025
Q2 		$489K Sell
5,493
-6,495
-54% -$573K 0.04% 271
2025
Q1 		$1.09M Buy
11,988
+8,681
+263% +$788K 0.09% 164
2024
Q4 		$295K Buy
3,307
+1,035
+46% +$97.8K 0.02% 343
2024
Q3 		$221K Buy
+2,272
New +$209K 0.02% 385
2024
Q2 		– Sell
-2,813
Closed -$243K – 372
2024
Q1 		$243K Sell
2,813
-3,138
-53% -$268K 0.03% 333
2023
Q4 		$526K Buy
5,951
+3,289
+124% +$261K 0.06% 228
2023
Q3 		$201K Buy
2,662
+66
+3% +$5.44K 0.03% 350
2023
Q2 		$217K Buy
2,596
+42
+2% +$3.44K 0.03% 343
2023
Q1 		$212K Sell
2,554
-3,397
-57% -$292K 0.03% 339
2022
Q4 		$526K Buy
+5,951
New +$493K 0.06% 228
2022
Q2 		– Sell
-1,958
Closed -$212K – 292
2022
Q1 		$212K Sell
1,958
-459
-19% -$48.6K 0.04% 276
2021
Q4 		$280K Sell
2,417
-112
-4% -$12.2K 0.05% 251
2021
Q3 		$257K Sell
2,529
-387
-13% -$41K 0.05% 250
2021
Q2 		$297K Sell
2,916
-366
-11% -$36.3K 0.06% 236
2021
Q1 		$302K Sell
3,282
-211
-6% -$18.5K 0.07% 218
2020
Q4 		$297K Buy
3,493
+498
+17% +$41.3K 0.07% 205
2020
Q3 		$236K Sell
2,995
-184
-6% -$14.8K 0.06% 224
2020
Q2 		$250K Sell
3,179
-371
-10% -$28.1K 0.07% 204
2020
Q1 		$248K Buy
3,550
+250
+8% +$22K 0.09% 181
2019
Q4 		$306K Buy
+3,300
New +$306K 0.09% 188

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Sound View Wealth Advisors Group's VNQ Position: Q4 2025 in Review

Sound View Wealth Advisors Group sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 4,373 shares — an estimated $400K sold.

Sound View Wealth Advisors Group first reported a position in VNQ in Q4 2019 and held it in 21 quarters. The position peaked at $1.09M in Q1 2025. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • Sound View Wealth Advisors Group reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 4,373 Vanguard Real Estate ETF shares in Q4 2025, an estimated $400K.
  • Sound View Wealth Advisors Group first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 21 quarters.
  • Sound View Wealth Advisors Group's Vanguard Real Estate ETF position peaked at $1.09M in Q1 2025.
  • 1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.