TFF
VNQ icon

The Family Firm’s Vanguard Real Estate ETF VNQ Stock Holding History

The Family Firm’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 		$6.01M Sell
67,538
-1,354
-2% -$119K 1.45% 17
2025
Q1 		$6.24M Sell
68,892
-230,183
-77% -$20.9M 1.39% 14
2024
Q4 		$5.94M Buy
299,075
+1,375
+0.5% +$130K 1.32% 15
2024
Q3 		$6.34M Buy
297,700
+2,987
+1% +$275K 1.39% 15
2024
Q2 		$5.24M Buy
294,713
+231,770
+368% +$19.1M 1.17% 17
2024
Q1 		$5.44M Buy
62,943
+46
+0.1% +$3.93K 1.33% 14
2023
Q4 		$5.56M Buy
62,897
+429
+0.7% +$34K 1.43% 14
2023
Q3 		$4.73M Sell
62,468
-1,547
-2% -$128K 1.33% 15
2023
Q2 		$5.35M Buy
64,015
+5,858
+10% +$480K 1.41% 14
2023
Q1 		$4.83M Buy
58,157
+365
+0.6% +$31.4K 1.34% 15
2022
Q4 		$4.77M Sell
57,792
-2,558
-4% -$212K 1.39% 13
2022
Q3 		$4.84M Buy
60,350
+1,273
+2% +$119K 1.55% 15
2022
Q2 		$5.38M Buy
59,077
+322
+0.5% +$32.1K 1.59% 14
2022
Q1 		$6.37M Sell
58,755
-236
-0.4% -$25K 1.67% 13
2021
Q4 		$6.84M Sell
58,991
-1,833
-3% -$200K 1.77% 11
2021
Q3 		$6.59M Sell
60,824
-1,216
-2% -$129K 1.73% 12
2021
Q2 		$6.32M Buy
62,040
+81
+0.1% +$8.03K 1.72% 13
2021
Q1 		$5.69M Buy
61,959
+159
+0.3% +$14K 1.64% 14
2020
Q4 		$5.23M Buy
61,800
+4,832
+8% +$401K 1.56% 15
2020
Q3 		$4.5M Buy
56,968
+2,396
+4% +$192K 1.61% 14
2020
Q2 		$4.29M Buy
54,572
+5,476
+11% +$415K 1.6% 13
2020
Q1 		$3.43M Buy
49,096
+2,058
+4% +$181K 1.46% 15
2019
Q4 		$4.37M Sell
47,038
-1,101
-2% -$102K 1.48% 15
2019
Q3 		$4.49M Sell
48,139
-1,638
-3% -$149K 1.59% 13
2019
Q2 		$4.35M Sell
49,777
-273
-0.5% -$23.9K 1.54% 14
2019
Q1 		$4.35M Sell
50,050
-424
-0.8% -$35K 1.58% 13
2018
Q4 		$3.76M Sell
50,474
-1,791
-3% -$141K 1.5% 14
2018
Q3 		$4.22M Sell
52,265
-4,289
-8% -$353K 1.53% 14
2018
Q2 		$4.61M Buy
56,554
+2,477
+5% +$192K 1.73% 12
2018
Q1 		$4.08M Buy
54,077
+4,477
+9% +$343K 1.59% 13
2017
Q4 		$4.12M Buy
49,600
+3,919
+9% +$328K 1.63% 13
2017
Q3 		$3.8M Buy
45,681
+735
+2% +$61.4K 1.58% 14
2017
Q2 		$3.74M Buy
44,946
+1,993
+5% +$166K 1.65% 13
2017
Q1 		$3.55M Sell
42,953
-676
-2% -$56.1K 1.69% 14
2016
Q4 		$3.6M Buy
43,629
+5,837
+15% +$475K 1.7% 13
2016
Q3 		$3.28M Sell
37,792
-578
-2% -$51.6K 1.56% 15
2016
Q2 		$3.4M Buy
38,370
+763
+2% +$64.1K 1.69% 14
2016
Q1 		$3.15M Buy
37,607
+360
+1% +$28K 1.6% 14
2015
Q4 		$2.97M Sell
37,247
-1,623
-4% -$128K 1.58% 14
2015
Q3 		$2.94M Buy
38,870
+4,282
+12% +$329K 1.59% 14
2015
Q2 		$2.58M Sell
34,588
-9,604
-22% -$768K 1.33% 15
2015
Q1 		$3.47M Buy
44,192
+5,488
+14% +$466K 1.77% 13
2014
Q4 		$3.05M Buy
+38,704
New +$3.04M 1.59% 14

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

The Family Firm's VNQ Position: Q2 2025 in Review

The Family Firm reduced its Vanguard Real Estate ETF (VNQ) stake by 2% in Q2 2025, selling an estimated $119K and leaving 67,538 shares worth $6.01M. The position accounts for 1.45% of the portfolio, ranked #17.

The Family Firm first reported a position in VNQ in Q4 2014 and has held it in 43 quarters since. The position peaked at $6.84M in Q4 2021. 1,671 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • The Family Firm held 67,538 shares of Vanguard Real Estate ETF worth $6.01M as of Q2 2025.
  • The Family Firm sold 1,354 Vanguard Real Estate ETF shares in Q2 2025, an estimated $119K.
  • Vanguard Real Estate ETF made up 1.45% of The Family Firm's portfolio in Q2 2025, its #17 holding.
  • The Family Firm first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 43 quarters since.
  • The Family Firm's Vanguard Real Estate ETF position peaked at $6.84M in Q4 2021.
  • 1,671 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.