W.H. Cornerstone Investments’s Vanguard Real Estate ETF VNQ Stock Holding History

W.H. Cornerstone Investments’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 Q4	–	Sell	-2,304	Closed	-$211K	–	118
2025 Q3	$211K	Buy	+2,304	New	+$209K	0.13%	113
2025 Q1	–	Sell	-2,721	Closed	-$242K	–	125
2024 Q4	$242K	Buy	2,721 +45	+2%	+$4.25K	0.16%	108
2024 Q3	$261K	Sell	2,676 -7	-0.3%	-$645	0.18%	103
2024 Q2	$225K	Sell	2,683 -1,735	-39%	-$143K	0.16%	112
2024 Q1	$382K	Buy	4,418 +37	+0.8%	+$3.16K	0.28%	85
2023 Q4	$387K	Sell	4,381 -798	-15%	-$63.2K	0.31%	83
2023 Q3	$392K	Buy	5,179 +957	+23%	+$78.9K	0.34%	77
2023 Q2	$353K	Sell	4,222 -663	-14%	-$54.3K	0.32%	82
2023 Q1	$406K	Buy	4,885 +280	+6%	+$24.1K	0.37%	72
2022 Q4	$406K	Buy	4,605 +1,588	+53%	+$132K	0.39%	70
2022 Q3	$234K	Buy	+3,017	New	+$282K	0.25%	98

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

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 $1.56T 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

W.H. Cornerstone Investments's VNQ Position: Q4 2025 in Review

W.H. Cornerstone Investments sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 2,304 shares — an estimated $211K sold.

W.H. Cornerstone Investments first reported a position in VNQ in Q3 2022 and held it in 11 quarters. The position peaked at $406K in Q4 2022. 1,754 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

W.H. Cornerstone Investments reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
W.H. Cornerstone Investments sold 2,304 Vanguard Real Estate ETF shares in Q4 2025, an estimated $211K.
W.H. Cornerstone Investments first reported a position in Vanguard Real Estate ETF in Q3 2022 and held it in 11 quarters.
W.H. Cornerstone Investments's Vanguard Real Estate ETF position peaked at $406K in Q4 2022.
1,754 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on W.H. Cornerstone Investments's 13F filing for Q4 2025, filed 10 Feb 2026.