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Watts Gwilliam & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Watts Gwilliam & Co’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 		$501K Sell
5,485
-55
-1% -$4.99K 0.08% 133
2025
Q2 		$511K Sell
5,540
-1,301
-19% -$115K 0.08% 133
2025
Q1 		$619K Sell
6,841
-101
-1% -$9.17K 0.13% 109
2024
Q4 		$607K Sell
6,942
-737
-10% -$69.6K 0.13% 112
2024
Q3 		$725K Buy
+7,679
New +$707K 0.16% 102
2024
Q1 		$723K Buy
+8,626
New +$737K 0.22% 85

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

Watts Gwilliam & Co's VNQ Position: Q3 2025 in Review

Watts Gwilliam & Co reduced its Vanguard Real Estate ETF (VNQ) stake by 0.99% in Q3 2025, selling an estimated $4.99K and leaving 5,485 shares worth $501K. The position accounts for 0.08% of the portfolio, ranked #133.

Watts Gwilliam & Co first reported a position in VNQ in Q1 2024 and has held it in 6 quarters since. The position peaked at $725K in Q3 2024. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Watts Gwilliam & Co held 5,485 shares of Vanguard Real Estate ETF worth $501K as of Q3 2025.
  • Watts Gwilliam & Co sold 55 Vanguard Real Estate ETF shares in Q3 2025, an estimated $4.99K.
  • Vanguard Real Estate ETF made up 0.08% of Watts Gwilliam & Co's portfolio in Q3 2025, its #133 holding.
  • Watts Gwilliam & Co first reported a position in Vanguard Real Estate ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's Vanguard Real Estate ETF position peaked at $725K in Q3 2024.
  • 1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.