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Whitaker-Myers Wealth Managers’s Vanguard Real Estate ETF VNQ Stock Holding History

Whitaker-Myers Wealth Managers’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
-12,955
Closed -$1.15M – 142
2024
Q4 		$1.15M Buy
+12,955
New +$1.22M 0.34% 36
2024
Q1 		– Sell
-7,958
Closed -$703K – 109
2023
Q4 		$703K Buy
+7,958
New +$631K 0.35% 45

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Whitaker-Myers Wealth Managers's VNQ Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 12,955 shares — an estimated $1.15M sold.

Whitaker-Myers Wealth Managers first reported a position in VNQ in Q4 2023 and held it in 2 quarters. The position peaked at $1.15M in Q4 2024. 1,719 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 12,955 Vanguard Real Estate ETF shares in Q1 2025, an estimated $1.15M.
  • Whitaker-Myers Wealth Managers first reported a position in Vanguard Real Estate ETF in Q4 2023 and held it in 2 quarters.
  • Whitaker-Myers Wealth Managers's Vanguard Real Estate ETF position peaked at $1.15M in Q4 2024.
  • 1,719 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.