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Willow Creek Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Willow Creek Wealth 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
Q3 		$6.77M Buy
74,034
+2,240
+3% +$203K 0.56% 34
2025
Q2 		$6.39M Buy
71,794
+2,550
+4% +$225K 0.58% 33
2025
Q1 		$6.27M Sell
69,244
-2,223
-3% -$202K 0.61% 31
2024
Q4 		$6.37M Sell
71,467
-311
-0.4% -$29.4K 0.65% 30
2024
Q3 		$6.99M Sell
71,778
-36
-0.1% -$3.31K 0.74% 29
2024
Q2 		$6.02M Sell
71,814
-412
-0.6% -$34K 0.68% 30
2024
Q1 		$6.25M Buy
72,226
+3,472
+5% +$297K 0.73% 29
2023
Q4 		$6.08M Sell
68,754
-344
-0.5% -$27.3K 0.76% 27
2023
Q3 		$5.23M Buy
69,098
+8,914
+15% +$735K 0.78% 25
2023
Q2 		$5.03M Buy
60,184
+853
+1% +$69.9K 0.71% 27
2023
Q1 		$4.93M Buy
59,331
+12,088
+26% +$1.04M 0.76% 24
2022
Q4 		$3.9M Buy
47,243
+10,256
+28% +$850K 0.65% 27
2022
Q3 		$2.96M Buy
36,987
+5,782
+19% +$541K 0.58% 25
2022
Q2 		$2.84M Sell
31,205
-1,035
-3% -$103K 0.53% 25
2022
Q1 		$3.49M Buy
32,240
+878
+3% +$92.9K 0.7% 19
2021
Q4 		$3.64M Sell
31,362
-1,028
-3% -$112K 0.75% 21
2021
Q3 		$3.3M Sell
32,390
-145
-0.4% -$15.4K 0.73% 21
2021
Q2 		$3.31M Buy
32,535
+36
+0.1% +$3.57K 0.79% 20
2021
Q1 		$2.98M Sell
32,499
-493
-1% -$43.3K 1.1% 15
2020
Q4 		$2.8M Buy
32,992
+501
+2% +$41.6K 1.06% 15
2020
Q3 		$2.56M Buy
32,491
+234
+0.7% +$18.8K 1.06% 13
2020
Q2 		$2.53M Sell
32,257
-547
-2% -$41.5K 1.14% 13
2020
Q1 		$2.29M Sell
32,804
-9,367
-22% -$823K 1.15% 14
2019
Q4 		$3.91M Sell
42,171
-2,146
-5% -$199K 1.79% 11
2019
Q3 		$4.13M Sell
44,317
-2,766
-6% -$251K 1.92% 10
2019
Q2 		$4.12M Sell
47,083
-446
-0.9% -$39K 1.97% 10
2019
Q1 		$4.13M Buy
47,529
+110
+0.2% +$9.09K 2.08% 10
2018
Q4 		$3.54M Buy
47,419
+3,370
+8% +$266K 1.88% 10
2018
Q3 		$3.55M Buy
44,049
+1,697
+4% +$140K 1.98% 6
2018
Q2 		$3.45M Sell
42,352
-2,244
-5% -$174K 1.94% 6
2018
Q1 		$3.37M Buy
44,596
+20,458
+85% +$1.57M 1.8% 7
2017
Q4 		$2M Buy
24,138
+1,356
+6% +$114K 1.32% 9
2017
Q3 		$1.89M Sell
22,782
-141
-0.6% -$11.8K 1.24% 8
2017
Q2 		$1.91M Sell
22,923
-158
-0.7% -$13.2K 1.28% 8
2017
Q1 		$1.91M Buy
23,081
+1,100
+5% +$91.3K 1.32% 7
2016
Q4 		$1.81M Buy
21,981
+1,385
+7% +$113K 1.34% 7
2016
Q3 		$1.79M Buy
20,596
+1,047
+5% +$93.4K 1.41% 6
2016
Q2 		$1.73M Buy
19,549
+300
+2% +$25.2K 1.41% 6
2016
Q1 		$1.61M Buy
19,249
+4,137
+27% +$322K 1.46% 7
2015
Q4 		$1.21M Buy
15,112
+1,602
+12% +$127K 1.09% 8
2015
Q3 		$1.02M Buy
13,510
+3,157
+30% +$242K 0.94% 8
2015
Q2 		$773K Buy
+10,353
New +$827K 0.72% 9

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Willow Creek Wealth Management's VNQ Position: Q3 2025 in Review

Willow Creek Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 3.1% in Q3 2025, buying an estimated $203K and bringing the position to 74,034 shares worth $6.77M. The position accounts for 0.56% of the portfolio, ranked #34.

Willow Creek Wealth Management first reported a position in VNQ in Q2 2015 and has held it in 42 quarters since. The position peaked at $6.99M in Q3 2024. 1,677 funds tracked by Wall St. Rank hold VNQ as of Q3 2025.

  • Willow Creek Wealth Management held 74,034 shares of Vanguard Real Estate ETF worth $6.77M as of Q3 2025.
  • Willow Creek Wealth Management bought 2,240 Vanguard Real Estate ETF shares in Q3 2025, an estimated $203K.
  • Vanguard Real Estate ETF made up 0.56% of Willow Creek Wealth Management's portfolio in Q3 2025, its #34 holding.
  • Willow Creek Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2015 and has held it in 42 quarters since.
  • Willow Creek Wealth Management's Vanguard Real Estate ETF position peaked at $6.99M in Q3 2024.
  • 1,677 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.