ZI
VNQ icon

ZEGA Investments’s Vanguard Real Estate ETF VNQ Stock Holding History

ZEGA Investments’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
-2,448
Closed -$224K – 182
2025
Q3 		$224K Sell
2,448
-554
-18% -$50.3K 0.03% 145
2025
Q2 		$267K Buy
3,002
+645
+27% +$56.9K 0.04% 117
2025
Q1 		$213K Buy
+2,357
New +$214K 0.03% 123

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

ZEGA Investments's VNQ Position: Q4 2025 in Review

ZEGA Investments sold out of Vanguard Real Estate ETF (VNQ) in Q4 2025, closing a stake of 2,448 shares — an estimated $224K sold.

ZEGA Investments first reported a position in VNQ in Q1 2025 and held it in 3 quarters. The position peaked at $267K in Q2 2025. 1,759 funds tracked by Wall St. Rank hold VNQ as of Q4 2025.

  • ZEGA Investments reported no remaining Vanguard Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • ZEGA Investments sold 2,448 Vanguard Real Estate ETF shares in Q4 2025, an estimated $224K.
  • ZEGA Investments first reported a position in Vanguard Real Estate ETF in Q1 2025 and held it in 3 quarters.
  • ZEGA Investments's Vanguard Real Estate ETF position peaked at $267K in Q2 2025.
  • 1,759 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q4 2025.

Based on ZEGA Investments's 13F filing for Q4 2025, filed 27 Jan 2026.