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VNQ icon

Steph & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Steph & Co’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
-2,336
Closed -$208K – 282
2024
Q4 		$208K Buy
+2,336
New +$221K 0.07% 110
2020
Q2 		– Sell
-600
Closed -$42K – 268
2020
Q1 		$42K Hold
600
– – 0.05% 147
2019
Q4 		$56K Buy
+600
New +$55.6K 0.05% 167

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

Steph & Co's VNQ Position: Q1 2025 in Review

Steph & Co sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 2,336 shares — an estimated $208K sold.

Steph & Co first reported a position in VNQ in Q4 2019 and held it in 3 quarters. The position peaked at $208K in Q4 2024. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Steph & Co reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Steph & Co sold 2,336 Vanguard Real Estate ETF shares in Q1 2025, an estimated $208K.
  • Steph & Co first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 3 quarters.
  • Steph & Co's Vanguard Real Estate ETF position peaked at $208K in Q4 2024.
  • 1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Steph & Co's 13F filing for Q1 2025, filed 23 Apr 2025.