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WMS Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

WMS Partners’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
-12,518
Closed -$1.12M – 271
2024
Q4 		$1.12M Sell
12,518
-40
-0.3% -$3.78K 0.06% 115
2024
Q3 		$1.22M Buy
12,558
+242
+2% +$22.3K 0.07% 107
2024
Q2 		$1.03M Sell
12,316
-346
-3% -$28.6K 0.07% 106
2024
Q1 		$1.09M Buy
12,662
+20
+0.2% +$1.71K 0.08% 107
2023
Q4 		$1.12M Buy
12,642
+6,304
+99% +$500K 0.08% 97
2023
Q3 		$480K Sell
6,338
-722
-10% -$59.5K 0.04% 157
2023
Q2 		$590K Buy
7,060
+4,632
+191% +$379K 0.05% 145
2023
Q1 		$202K Sell
2,428
-13
-0.5% -$1.12K 0.02% 258
2022
Q4 		$201K Sell
2,441
-8,085
-77% -$670K 0.02% 252
2022
Q3 		$844K Buy
10,526
+1,174
+13% +$110K 0.11% 99
2022
Q2 		$852K Buy
9,352
+7,227
+340% +$720K 0.13% 92
2022
Q1 		$230K Buy
+2,125
New +$225K 0.03% 225
2021
Q4 		– Sell
-1,968
Closed -$200K – 286
2021
Q3 		$200K Buy
1,968
+6
+0.3% +$636 0.03% 262
2021
Q2 		$200K Buy
+1,962
New +$195K 0.03% 251
2021
Q1 		– Sell
-2,644
Closed -$225K – 254
2020
Q4 		$225K Buy
2,644
+107
+4% +$8.87K 0.04% 223
2020
Q3 		$200K Buy
+2,537
New +$204K 0.04% 219
2017
Q3 		– Sell
-8,341
Closed -$694K – 216
2017
Q2 		$694K Buy
+8,341
New +$696K 0.09% 97
2014
Q2 		– Sell
-7,381
Closed -$521K – 248
2014
Q1 		$521K Buy
7,381
+750
+11% +$51.3K 0.08% 133
2013
Q4 		$428K Buy
6,631
+1,372
+26% +$91.8K 0.07% 142
2013
Q3 		$348K Sell
5,259
-14
-0.3% -$951 0.07% 137
2013
Q2 		$362K Buy
+5,273
New +$383K 0.07% 146

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

WMS Partners's VNQ Position: Q1 2025 in Review

WMS Partners sold out of Vanguard Real Estate ETF (VNQ) in Q1 2025, closing a stake of 12,518 shares — an estimated $1.12M sold.

WMS Partners first reported a position in VNQ in Q2 2013 and held it in 21 quarters. The position peaked at $1.22M in Q3 2024. 1,712 funds tracked by Wall St. Rank hold VNQ as of Q1 2025.

  • WMS Partners reported no remaining Vanguard Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 12,518 Vanguard Real Estate ETF shares in Q1 2025, an estimated $1.12M.
  • WMS Partners first reported a position in Vanguard Real Estate ETF in Q2 2013 and held it in 21 quarters.
  • WMS Partners's Vanguard Real Estate ETF position peaked at $1.22M in Q3 2024.
  • 1,712 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.