Tru Independence Asset Management 2’s Vanguard Real Estate ETF VNQ Stock Holding History

Tru Independence Asset Management 2’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	-2,329	Closed	-$211K	–	98
2025 Q1	$211K	Buy	+2,329	New	+$211K	0.16%	84
2022 Q1	–	Sell	-1,844	Closed	-$214K	–	138
2021 Q4	$214K	Buy	+1,844	New	+$201K	0.11%	125
2021 Q1	–	Sell	-1,396	Closed	-$119K	–	404
2020 Q4	$119K	Buy	+1,396	New	+$116K	0.1%	114

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tru Independence Asset Management 2's VNQ Position: Q2 2025 in Review

Tru Independence Asset Management 2 sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 2,329 shares — an estimated $211K sold.

Tru Independence Asset Management 2 first reported a position in VNQ in Q4 2020 and held it in 3 quarters. The position peaked at $214K in Q4 2021. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Tru Independence Asset Management 2 reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Tru Independence Asset Management 2 sold 2,329 Vanguard Real Estate ETF shares in Q2 2025, an estimated $211K.
Tru Independence Asset Management 2 first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 3 quarters.
Tru Independence Asset Management 2's Vanguard Real Estate ETF position peaked at $214K in Q4 2021.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2025, filed 16 Jul 2025.