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Stratos Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Stratos Investment Management’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
-2,587
Closed -$234K – 379
2025
Q1 		$234K Sell
2,587
-1,146
-31% -$104K 0.01% 285
2024
Q4 		$333K Sell
3,733
-2,002
-35% -$189K 0.02% 202
2024
Q3 		$559K Buy
+5,735
New +$528K 0.04% 145
2024
Q2 		– Sell
-2,939
Closed -$254K – 234
2024
Q1 		$254K Sell
2,939
-356
-11% -$30.4K 0.02% 175
2023
Q4 		$291K Sell
3,295
-3,537
-52% -$280K 0.03% 151
2023
Q3 		$517K Buy
+6,832
New +$563K 0.08% 111
2023
Q2 		– Sell
-3,207
Closed -$266K – 176
2023
Q1 		$266K Sell
3,207
-567
-15% -$48.7K 0.04% 148
2022
Q4 		$311K Buy
+3,774
New +$313K 0.06% 132
2022
Q3 		– Sell
-2,873
Closed -$262K – 158
2022
Q2 		$262K Sell
2,873
-6,624
-70% -$660K 0.05% 134
2022
Q1 		$1.03M Sell
9,497
-8,671
-48% -$918K 0.17% 92
2021
Q4 		$2.11M Buy
18,168
+360
+2% +$39.3K 0.33% 73
2021
Q3 		$1.81M Buy
+17,808
New +$1.89M 0.32% 75

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Investment Management's VNQ Position: Q2 2025 in Review

Stratos Investment Management sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 2,587 shares — an estimated $234K sold.

Stratos Investment Management first reported a position in VNQ in Q3 2021 and held it in 12 quarters. The position peaked at $2.11M in Q4 2021. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Stratos Investment Management reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Stratos Investment Management sold 2,587 Vanguard Real Estate ETF shares in Q2 2025, an estimated $234K.
  • Stratos Investment Management first reported a position in Vanguard Real Estate ETF in Q3 2021 and held it in 12 quarters.
  • Stratos Investment Management's Vanguard Real Estate ETF position peaked at $2.11M in Q4 2021.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Stratos Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.