Wealthstream Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Wealthstream 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	$337K	Hold	3,690	–	–	0.05%	114
2025 Q2	$329K	Hold	3,690	–	–	0.05%	112
2025 Q1	$334K	Buy	3,690 +13	+0.4%	+$1.18K	0.06%	101
2024 Q4	$328K	Buy	3,677 +22	+0.6%	+$2.08K	0.06%	101
2024 Q3	$356K	Buy	3,655 +15	+0.4%	+$1.38K	0.06%	92
2024 Q2	$305K	Sell	3,640 -81	-2%	-$6.69K	0.11%	92
2024 Q1	$322K	Buy	3,721 +91	+3%	+$7.78K	0.12%	96
2023 Q4	$321K	Buy	3,630 +26	+0.7%	+$2.06K	0.13%	95
2023 Q3	$273K	Buy	3,604 +13	+0.4%	+$1.07K	0.14%	83
2023 Q2	$300K	Sell	3,591 -239	-6%	-$19.6K	0.16%	70
2023 Q1	$318K	Sell	3,830 -958	-20%	-$82.3K	0.19%	58
2022 Q4	$395K	Buy	4,788 +1,741	+57%	+$144K	0.26%	49
2022 Q3	$244K	Sell	3,047 -295	-9%	-$27.6K	0.26%	53
2022 Q2	$304K	Buy	3,342 +9	+0.3%	+$897	0.31%	47
2022 Q1	$361K	Buy	3,333 +8	+0.2%	+$847	0.32%	44
2021 Q4	$386K	Buy	+3,325	New	+$363K	0.33%	43

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

Wealthstream Advisors's VNQ Position: Q3 2025 in Review

Wealthstream Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2025 at 3,690 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #114.

Wealthstream Advisors first reported a position in VNQ in Q4 2021 and has held it in 16 quarters since. The position peaked at $395K in Q4 2022. 1,673 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

Wealthstream Advisors held 3,690 shares of Vanguard Real Estate ETF worth $337K as of Q3 2025.
Wealthstream Advisors left its Vanguard Real Estate ETF share count unchanged in Q3 2025.
Vanguard Real Estate ETF made up 0.05% of Wealthstream Advisors's portfolio in Q3 2025, its #114 holding.
Wealthstream Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 16 quarters since.
Wealthstream Advisors's Vanguard Real Estate ETF position peaked at $395K in Q4 2022.
1,673 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.