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TWM
Tradition Wealth Management’s
Vanguard Real Estate ETF
VNQ
Stock Holding History
Tradition Wealth 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
2026
Q1
$3.36M
Buy
37,875
+25
+0.1%
+$2.29K
0.24%
89
2025
Q4
$3.35M
Sell
37,850
-675
-2%
-$60.7K
0.24%
91
2025
Q3
$3.52M
Buy
38,525
+126
+0.3%
+$11.4K
0.26%
85
2025
Q2
$3.42M
Buy
38,399
+2,624
+7%
+$231K
0.27%
80
2025
Q1
$3.24M
Buy
35,775
+3,719
+12%
+$338K
0.29%
78
2024
Q4
$2.86M
Buy
32,056
+1,055
+3%
+$99.7K
0.25%
86
2024
Q3
$3.02M
Sell
31,001
-1,777
-5%
-$164K
0.27%
79
2024
Q2
$2.75M
Buy
32,778
+1,048
+3%
+$86.5K
0.27%
79
2024
Q1
$2.74M
Buy
31,730
+227
+0.7%
+$19.4K
0.28%
77
2023
Q4
$2.78M
Sell
31,503
-2,903
-8%
-$230K
0.29%
64
2023
Q3
$2.6M
Sell
34,406
-595
-2%
-$49.1K
0.31%
69
2023
Q2
$2.92M
Sell
35,001
-111
-0.3%
-$9.09K
0.34%
69
2023
Q1
$2.92M
Buy
35,112
+2,759
+9%
+$237K
0.36%
61
2022
Q4
$2.67M
Buy
32,353
+83
+0.3%
+$6.88K
0.38%
60
2022
Q3
$2.59M
Buy
32,270
+680
+2%
+$63.6K
0.39%
60
2022
Q2
$2.88M
Buy
31,590
+694
+2%
+$69.2K
0.42%
61
2022
Q1
$3.35M
Buy
30,896
+389
+1%
+$41.2K
0.43%
60
2021
Q4
$3.54M
Sell
30,507
-4,866
-14%
-$531K
0.45%
60
2021
Q3
$3.6M
Buy
35,373
+4,580
+15%
+$486K
0.51%
53
2021
Q2
$3.13M
Buy
30,793
+9,359
+44%
+$928K
0.47%
61
2021
Q1
$1.97M
Buy
21,434
+552
+3%
+$48.5K
0.34%
78
2020
Q4
$1.77M
Buy
+20,882
New
+$1.73M
0.34%
72
Other funds holding VNQ
Empower Advisory Group
Greenwood Village, Colorado
$38.5B AUM
18.4%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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
$1.47T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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