West Branch Capital’s Vanguard Real Estate ETF VNQ Stock Holding History

West Branch Capital’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	-339	Closed	-$30.2K	–	578
2024 Q4	$30.2K	Buy	339 +9	+3%	+$850	0.01%	187
2024 Q3	$32.1K	Hold	330	–	–	0.01%	187
2024 Q2	$27.6K	Hold	330	–	–	0.01%	200
2024 Q1	$28.5K	Hold	330	–	–	0.01%	201
2023 Q4	$29.2K	Hold	330	–	–	0.01%	195
2023 Q3	$25K	Hold	330	–	–	0.01%	205
2023 Q2	$27.6K	Hold	330	–	–	0.01%	204
2023 Q1	$27.4K	Hold	330	–	–	0.02%	204
2022 Q4	$27.2K	Hold	330	–	–	0.02%	201
2022 Q3	$26K	Hold	330	–	–	0.02%	207
2022 Q2	$30K	Hold	330	–	–	0.02%	204
2022 Q1	$36K	Hold	330	–	–	0.02%	206
2021 Q4	$38K	Hold	330	–	–	0.02%	219
2021 Q3	$34K	Hold	330	–	–	0.02%	216
2021 Q2	$34K	Buy	+330	New	+$32.7K	0.02%	225

Other funds holding VNQ

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

West Branch Capital's VNQ Position: Q1 2025 in Review

West Branch Capital sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 339 shares — an estimated $30.2K sold.

West Branch Capital first reported a position in VNQ in Q2 2021 and held it in 15 quarters. The position peaked at $38K in Q4 2021. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

West Branch Capital reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 339 Vanguard Real Estate ETF shares in Q1 2025, an estimated $30.2K.
West Branch Capital first reported a position in Vanguard Real Estate ETF in Q2 2021 and held it in 15 quarters.
West Branch Capital's Vanguard Real Estate ETF position peaked at $38K in Q4 2021.
1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.