ZRP
VNQ icon

Zynergy Retirement Planning’s Vanguard Real Estate ETF VNQ Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-2,010
Closed -$179K – 103
2025
Q1 		$179K Sell
2,010
-75
-4% -$6.81K 0.13% 27
2024
Q4 		$203K Hold
2,085
– – 0.14% 27
2024
Q3 		$203K Hold
2,085
– – 0.14% 27
2024
Q2 		$175K Buy
+2,085
New +$172K 0.13% 27

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Zynergy Retirement Planning's VNQ Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Vanguard Real Estate ETF (VNQ) in Q2 2025, closing a stake of 2,010 shares — an estimated $179K sold.

Zynergy Retirement Planning first reported a position in VNQ in Q2 2024 and held it in 4 quarters. The position peaked at $203K in Q4 2024. 1,670 funds tracked by Wall St. Rank hold VNQ as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Vanguard Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 2,010 Vanguard Real Estate ETF shares in Q2 2025, an estimated $179K.
  • Zynergy Retirement Planning first reported a position in Vanguard Real Estate ETF in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Vanguard Real Estate ETF position peaked at $203K in Q4 2024.
  • 1,670 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.