SSA
VNQ icon

SSA Swiss Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

SSA Swiss 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
Q2 		– Sell
-2,400
Closed -$217K – 133
2025
Q1 		$217K Buy
+2,400
New +$218K 0.11% 76

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SSA Swiss Advisors's VNQ Position: Q2 2025 in Review

SSA Swiss Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 2,400 shares — an estimated $217K sold.

SSA Swiss Advisors first reported a position in VNQ in Q1 2025 and held it in 1 quarter. The position peaked at $217K in Q1 2025. 1,675 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • SSA Swiss Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • SSA Swiss Advisors sold 2,400 Vanguard Real Estate ETF shares in Q2 2025, an estimated $217K.
  • SSA Swiss Advisors first reported a position in Vanguard Real Estate ETF in Q1 2025 and held it in 1 quarter.
  • SSA Swiss Advisors's Vanguard Real Estate ETF position peaked at $217K in Q1 2025.
  • 1,675 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on SSA Swiss Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.