Stone Summit Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Stone Summit Wealth’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	–	Sell	-16,260	Closed	-$1.45M	–	146
2025 Q2	$1.45M	Sell	16,260 -158	-1%	-$13.9K	0.45%	61
2025 Q1	$1.49M	Buy	16,418 +660	+4%	+$59.9K	0.5%	64
2024 Q4	$1.4M	Buy	15,758 +291	+2%	+$27.5K	0.47%	61
2024 Q3	$1.51M	Buy	15,467 +491	+3%	+$45.2K	0.49%	63
2024 Q2	$1.25M	Buy	14,976 +248	+2%	+$20.5K	0.45%	64
2024 Q1	$1.27M	Buy	14,728 +1,243	+9%	+$106K	0.44%	64
2023 Q4	$1.19M	Buy	13,485 +2,211	+20%	+$175K	0.46%	69
2023 Q3	$853K	Buy	11,274 +356	+3%	+$29.4K	0.37%	73
2023 Q2	$912K	Buy	10,918 +1,080	+11%	+$88.5K	0.38%	72
2023 Q1	$817K	Buy	9,838 +698	+8%	+$60K	0.36%	73
2022 Q4	$754K	Sell	9,140 -83	-0.9%	-$6.88K	0.37%	75
2022 Q3	$739K	Buy	9,223 +240	+3%	+$22.4K	0.45%	62
2022 Q2	$818K	Buy	8,983 +360	+4%	+$35.9K	0.49%	63
2022 Q1	$951K	Buy	8,623 +301	+4%	+$31.9K	0.53%	60
2021 Q4	$962K	Buy	+8,322	New	+$909K	0.78%	50

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Stone Summit Wealth's VNQ Position: Q3 2025 in Review

Stone Summit Wealth sold out of Vanguard Real Estate ETF (VNQ) in Q3 2025, closing a stake of 16,260 shares — an estimated $1.45M sold.

Stone Summit Wealth first reported a position in VNQ in Q4 2021 and held it in 15 quarters. The position peaked at $1.51M in Q3 2024. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

Stone Summit Wealth reported no remaining Vanguard Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Stone Summit Wealth sold 16,260 Vanguard Real Estate ETF shares in Q3 2025, an estimated $1.45M.
Stone Summit Wealth first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 15 quarters.
Stone Summit Wealth's Vanguard Real Estate ETF position peaked at $1.51M in Q3 2024.
1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Stone Summit Wealth's 13F filing for Q3 2025, filed 22 Oct 2025.