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VNQ icon

Stephens Consulting’s Vanguard Real Estate ETF VNQ Stock Holding History

Stephens Consulting’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 		$974 Hold
11
– – ﹤0.01% 396
2025
Q3 		$1.01K Sell
11
-500
-98% -$45.4K ﹤0.01% 356
2025
Q2 		$45.5K Buy
511
+10
+2% +$882 0.01% 202
2025
Q1 		$45.4K Buy
501
+1
+0.2% +$91 0.01% 198
2024
Q4 		$44.5K Sell
500
-4
-0.8% -$378 0.01% 196
2024
Q3 		$49.1K Sell
504
-91
-15% -$8.38K 0.01% 190
2024
Q2 		$49.8K Buy
595
+6
+1% +$495 0.01% 182
2024
Q1 		$50.9K Sell
589
-66
-10% -$5.64K 0.02% 177
2023
Q4 		$57.8K Buy
655
+9
+1% +$713 0.02% 162
2023
Q3 		$48.9K Buy
646
+4
+0.6% +$330 0.02% 168
2023
Q2 		$53.6K Sell
642
-3,953
-86% -$324K 0.02% 158
2023
Q1 		$382K Sell
4,595
-1,533
-25% -$132K 0.23% 50
2022
Q4 		$505K Buy
6,128
+2,018
+49% +$167K 0.34% 41
2022
Q3 		$330K Buy
4,110
+1,587
+63% +$148K 0.3% 48
2022
Q2 		$230K Buy
2,523
+64
+3% +$6.38K 0.19% 63
2022
Q1 		$266K Buy
2,459
+383
+18% +$40.5K 0.22% 64
2021
Q4 		$241K Buy
+2,076
New +$227K 0.2% 86

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Stephens Consulting's VNQ Position: Q4 2025 in Review

Stephens Consulting held its Vanguard Real Estate ETF (VNQ) position steady in Q4 2025 at 11 shares worth $974. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Stephens Consulting first reported a position in VNQ in Q4 2021 and has held it in 17 quarters since. The position peaked at $505K in Q4 2022. 1,753 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • Stephens Consulting held 11 shares of Vanguard Real Estate ETF worth $974 as of Q4 2025.
  • Stephens Consulting left its Vanguard Real Estate ETF share count unchanged in Q4 2025.
  • Vanguard Real Estate ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #396 holding.
  • Stephens Consulting first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's Vanguard Real Estate ETF position peaked at $505K in Q4 2022.
  • 1,753 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.