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Vestia Personal Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Vestia Personal Wealth Advisors’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
Q3 		– Sell
-2,363
Closed -$210K – 103
2025
Q2 		$210K Buy
2,363
+18
+0.8% +$1.59K 0.14% 94
2025
Q1 		$212K Buy
2,345
+22
+0.9% +$2K 0.17% 87
2024
Q4 		$207K Buy
2,323
+59
+3% +$5.58K 0.17% 87
2024
Q3 		$221K Sell
2,264
-294
-11% -$27.1K 0.21% 73
2024
Q2 		$214K Buy
+2,558
New +$211K 0.23% 69

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Vestia Personal Wealth Advisors's VNQ Position: Q3 2025 in Review

Vestia Personal Wealth Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q3 2025, closing a stake of 2,363 shares — an estimated $210K sold.

Vestia Personal Wealth Advisors first reported a position in VNQ in Q2 2024 and held it in 5 quarters. The position peaked at $221K in Q3 2024. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Vestia Personal Wealth Advisors reported no remaining Vanguard Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Vestia Personal Wealth Advisors sold 2,363 Vanguard Real Estate ETF shares in Q3 2025, an estimated $210K.
  • Vestia Personal Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q2 2024 and held it in 5 quarters.
  • Vestia Personal Wealth Advisors's Vanguard Real Estate ETF position peaked at $221K in Q3 2024.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Vestia Personal Wealth Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.