Tyler-Stone Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Tyler-Stone 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
2025 Q2	$298K	Sell	3,341 -43	-1%	-$3.79K	0.05%	269
2025 Q1	$306K	Buy	3,384 +300	+10%	+$27.2K	0.06%	252
2024 Q4	$275K	Buy	3,084 +8	+0.3%	+$756	0.05%	269
2024 Q3	$300K	Buy	3,076 +1,661	+117%	+$153K	0.06%	248
2024 Q2	$119K	Buy	1,415 +9	+0.6%	+$743	0.05%	257
2024 Q1	$122K	Sell	1,406 -108	-7%	-$9.23K	0.05%	248
2023 Q4	$134K	Buy	1,514 +29	+2%	+$2.3K	0.07%	222
2023 Q3	$112K	Sell	1,485 -257	-15%	-$21.2K	0.06%	235
2023 Q2	$146K	Buy	+1,742	New	+$143K	0.08%	196
2022 Q4	$143K	Buy	1,733 +13	+0.8%	+$1.08K	0.1%	190
2022 Q3	$138K	Buy	1,720 +11	+0.6%	+$1.03K	0.11%	173
2022 Q2	$156K	Buy	1,709 +5	+0.3%	+$498	0.1%	175
2022 Q1	$185K	Buy	1,704 +51	+3%	+$5.4K	0.1%	184
2021 Q4	$192K	Buy	+1,653	New	+$181K	0.1%	190

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

Tyler-Stone Wealth Management's VNQ Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 1.3% in Q2 2025, selling an estimated $3.79K and leaving 3,341 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #269.

Tyler-Stone Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 14 quarters since. The position peaked at $306K in Q1 2025. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

Tyler-Stone Wealth Management held 3,341 shares of Vanguard Real Estate ETF worth $298K as of Q2 2025.
Tyler-Stone Wealth Management sold 43 Vanguard Real Estate ETF shares in Q2 2025, an estimated $3.79K.
Vanguard Real Estate ETF made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #269 holding.
Tyler-Stone Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Vanguard Real Estate ETF position peaked at $306K in Q1 2025.
1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.