Von Berge Wealth Management Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Von Berge Wealth Management Group’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	-2,338	Closed	-$215K	–	50
2025 Q2	$215K	Buy	2,338 +9	+0.4%	+$794	0.12%	63
2025 Q1	$203K	Buy	2,329 +9	+0.4%	+$817	0.13%	61
2024 Q4	$211K	Buy	2,320 +9	+0.4%	+$850	0.13%	62
2024 Q3	$216K	Buy	+2,311	New	+$213K	0.13%	63
2023 Q1	–	Sell	-2,292	Closed	-$207K	–	65
2022 Q4	$207K	Buy	+2,292	New	+$190K	0.19%	61
2022 Q3	–	Sell	-2,292	Closed	-$209K	–	64
2022 Q2	$209K	Sell	2,292 -7	-0.3%	-$698	0.22%	56
2022 Q1	$250K	Hold	2,299	–	–	0.23%	54
2021 Q4	$245K	Buy	+2,299	New	+$251K	0.23%	54

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Von Berge Wealth Management Group's VNQ Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Vanguard Real Estate ETF (VNQ) in Q3 2025, closing a stake of 2,338 shares — an estimated $215K sold.

Von Berge Wealth Management Group first reported a position in VNQ in Q4 2021 and held it in 8 quarters. The position peaked at $250K in Q1 2022. 1,674 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

Von Berge Wealth Management Group reported no remaining Vanguard Real Estate ETF position as of Q3 2025 after selling out during the quarter.
Von Berge Wealth Management Group sold 2,338 Vanguard Real Estate ETF shares in Q3 2025, an estimated $215K.
Von Berge Wealth Management Group first reported a position in Vanguard Real Estate ETF in Q4 2021 and held it in 8 quarters.
Von Berge Wealth Management Group's Vanguard Real Estate ETF position peaked at $250K in Q1 2022.
1,674 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.