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Wellington Shields Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Wellington Shields Capital Management’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
Q1 		– Sell
-2,900
Closed -$258K – 332
2024
Q4 		$258K Sell
2,900
-250
-8% -$23.6K 0.05% 208
2024
Q3 		$307K Buy
+3,150
New +$290K 0.05% 205

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Shields Capital Management's VNQ Position: Q1 2025 in Review

Wellington Shields Capital Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 2,900 shares — an estimated $258K sold.

Wellington Shields Capital Management first reported a position in VNQ in Q3 2024 and held it in 2 quarters. The position peaked at $307K in Q3 2024. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Wellington Shields Capital Management reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Wellington Shields Capital Management sold 2,900 Vanguard Real Estate ETF shares in Q1 2025, an estimated $258K.
  • Wellington Shields Capital Management first reported a position in Vanguard Real Estate ETF in Q3 2024 and held it in 2 quarters.
  • Wellington Shields Capital Management's Vanguard Real Estate ETF position peaked at $307K in Q3 2024.
  • 1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Wellington Shields Capital Management's 13F filing for Q1 2025, filed 8 May 2025.