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Windward Private Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Windward Private 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
Q4 		– Sell
-2,238
Closed -$205K – 45
2025
Q3 		$205K Buy
+2,238
New +$203K 0.07% 43
2025
Q2 		– Sell
-2,311
Closed -$209K – 44
2025
Q1 		$209K Sell
2,311
-1,365
-37% -$124K 0.08% 41
2024
Q4 		$327K Sell
3,676
-145
-4% -$13.7K 0.13% 37
2024
Q3 		$372K Sell
3,821
-279
-7% -$25.7K 0.14% 38
2024
Q2 		$343K Sell
4,100
-814
-17% -$67.2K 0.14% 36
2024
Q1 		$425K Sell
4,914
-287
-6% -$24.5K 0.17% 35
2023
Q4 		$460K Sell
5,201
-8,477
-62% -$672K 0.19% 35
2023
Q3 		$1.03M Sell
13,678
-2,424
-15% -$200K 0.47% 29
2023
Q2 		$1.35M Buy
16,102
+343
+2% +$28.1K 0.6% 25
2023
Q1 		$1.31M Buy
15,759
+360
+2% +$30.9K 0.56% 26
2022
Q4 		$1.27M Buy
15,399
+360
+2% +$29.8K 0.56% 27
2022
Q3 		$1.21M Sell
15,039
-378
-2% -$35.3K 0.58% 27
2022
Q2 		$1.41M Sell
15,417
-80
-0.5% -$7.97K 0.65% 24
2022
Q1 		$1.68M Sell
15,497
-929
-6% -$98.3K 0.69% 25
2021
Q4 		$1.91M Sell
16,426
-2,573
-14% -$281K 0.74% 22
2021
Q3 		$1.93M Sell
18,999
-3,289
-15% -$349K 0.79% 22
2021
Q2 		$2.27M Sell
22,288
-2,326
-9% -$231K 0.93% 21
2021
Q1 		$2.26M Sell
24,614
-6,803
-22% -$598K 1% 19
2020
Q4 		$2.67M Buy
+31,417
New +$2.61M 1.25% 18

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Windward Private Wealth Management's VNQ Position: Q4 2025 in Review

Windward Private Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 2,238 shares — an estimated $205K sold.

Windward Private Wealth Management first reported a position in VNQ in Q4 2020 and held it in 19 quarters. The position peaked at $2.67M in Q4 2020. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • Windward Private Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • Windward Private Wealth Management sold 2,238 Vanguard Real Estate ETF shares in Q4 2025, an estimated $205K.
  • Windward Private Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2020 and held it in 19 quarters.
  • Windward Private Wealth Management's Vanguard Real Estate ETF position peaked at $2.67M in Q4 2020.
  • 1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on Windward Private Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.