Wela Strategies’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.5M | Buy |
126,162
+7,190
| +6% | +$652K | 4.37% | 7 |
|
|
2025
Q2 | $10.6M | Buy |
118,972
+2,548
| +2% | +$225K | 4.18% | 7 |
|
|
2025
Q1 | $10.5M | Buy |
116,424
+5,120
| +5% | +$465K | 4.45% | 6 |
|
|
2024
Q4 | $9.91M | Buy |
111,304
+5,298
| +5% | +$501K | 4.27% | 6 |
|
|
2024
Q3 | $10.3M | Sell |
106,006
-4,173
| -4% | -$384K | 4.5% | 6 |
|
|
2024
Q2 | $9.23M | Buy |
110,179
+1,546
| +1% | +$128K | 4.3% | 6 |
|
|
2024
Q1 | $9.39M | Buy |
108,633
+702
| +0.7% | +$60K | 4.44% | 6 |
|
|
2023
Q4 | $9.54M | Buy |
107,931
+655
| +0.6% | +$51.9K | 5.12% | 5 |
|
|
2023
Q3 | $8.22M | Buy |
107,276
+11,839
| +12% | +$976K | 4.91% | 6 |
|
|
2023
Q2 | $7.97M | Sell |
95,437
-289
| -0.3% | -$23.7K | 6.13% | 5 |
|
|
2023
Q1 | $7.95M | Buy |
95,726
+6,168
| +7% | +$530K | 4.26% | 7 |
|
|
2022
Q4 | $7.39M | Buy |
89,558
+2,420
| +3% | +$201K | 4.15% | 6 |
|
|
2022
Q3 | $6.99M | Sell |
87,138
-2,542
| -3% | -$238K | 4.73% | 5 |
|
|
2022
Q2 | $8.17M | Sell |
89,680
-1,487
| -2% | -$148K | 4.79% | 5 |
|
|
2022
Q1 | $9.88M | Sell |
91,167
-360
| -0.4% | -$38.1K | 5.07% | 5 |
|
|
2021
Q4 | $10.6M | Buy |
91,527
+1,934
| +2% | +$211K | 5.25% | 6 |
|
|
2021
Q3 | $9.12M | Sell |
89,593
-6,974
| -7% | -$740K | 4.76% | 6 |
|
|
2021
Q2 | $9.83M | Sell |
96,567
-1,139
| -1% | -$113K | 3.98% | 7 |
|
|
2021
Q1 | $8.97M | Buy |
97,706
+3,563
| +4% | +$313K | 4.83% | 6 |
|
|
2020
Q4 | $8M | Sell |
94,143
-138
| -0.1% | -$11.4K | 4.6% | 7 |
|
|
2020
Q3 | $7.44M | Buy |
94,281
+8,448
| +10% | +$678K | 4.74% | 7 |
|
|
2020
Q2 | $6.74M | Buy |
85,833
+666
| +0.8% | +$50.5K | 4.29% | 6 |
|
|
2020
Q1 | $5.95M | Sell |
85,167
-59,486
| -41% | -$5.22M | 4.31% | 7 |
|
|
2019
Q4 | $13.4M | Buy |
144,653
+345
| +0.2% | +$31.9K | 7.94% | 5 |
|
|
2019
Q3 | $13.5M | Buy |
144,308
+57,143
| +66% | +$5.19M | 8.31% | 4 |
|
|
2019
Q2 | $7.62M | Buy |
87,165
+1,920
| +2% | +$168K | 4.83% | 6 |
|
|
2019
Q1 | $7.41M | Sell |
85,245
-1,308
| -2% | -$108K | 4.94% | 6 |
|
|
2018
Q4 | $6.45M | Buy |
86,553
+2,123
| +3% | +$167K | 4.87% | 8 |
|
|
2018
Q3 | $6.81M | Sell |
84,430
-3,651
| -4% | -$301K | 4.8% | 7 |
|
|
2018
Q2 | $7.17M | Buy |
88,081
+5,793
| +7% | +$449K | 5.34% | 8 |
|
|
2018
Q1 | $6.23M | Buy |
82,288
+15,178
| +23% | +$1.16M | 4.99% | 8 |
|
|
2017
Q4 | $5.57M | Buy |
67,110
+6,902
| +11% | +$578K | 4.38% | 8 |
|
|
2017
Q3 | $5M | Buy |
60,208
+51,343
| +579% | +$4.29M | 4.7% | 7 |
|
|
2017
Q2 | $738K | Sell |
8,865
-288
| -3% | -$24K | 0.68% | 25 |
|
|
2017
Q1 | $756K | Buy |
+9,153
| New | +$759K | 0.74% | 25 |
|
Other funds holding VNQ
Wela Strategies's VNQ Position: Q3 2025 in Review
Wela Strategies increased its Vanguard Real Estate ETF (VNQ) stake by 6% in Q3 2025, buying an estimated $652K and bringing the position to 126,162 shares worth $11.5M. The position accounts for 4.37% of the portfolio, ranked #7.
Wela Strategies first reported a position in VNQ in Q1 2017 and has held it in 35 quarters since. The position peaked at $13.5M in Q3 2019. 1,674 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.
- Wela Strategies held 126,162 shares of Vanguard Real Estate ETF worth $11.5M as of Q3 2025.
- Wela Strategies bought 7,190 Vanguard Real Estate ETF shares in Q3 2025, an estimated $652K.
- Vanguard Real Estate ETF made up 4.37% of Wela Strategies's portfolio in Q3 2025, its #7 holding.
- Wela Strategies first reported a position in Vanguard Real Estate ETF in Q1 2017 and has held it in 35 quarters since.
- Wela Strategies's Vanguard Real Estate ETF position peaked at $13.5M in Q3 2019.
- 1,674 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.
Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.