Alexander Randolph Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Alexander Randolph Advisory’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
2026 Q1	$266K	Hold	3,000	–	–	0.23%	50
2025 Q4	$265K	Hold	3,000	–	–	0.22%	50
2025 Q3	$274K	Buy	3,000 +73	+2%	+$6.62K	0.23%	50
2025 Q2	$261K	Hold	2,927	–	–	0.23%	49
2025 Q1	$265K	Buy	2,927 +106	+4%	+$9.62K	0.26%	46
2024 Q4	$251K	Hold	2,821	–	–	0.23%	46
2024 Q3	$275K	Hold	2,821	–	–	0.24%	46
2024 Q2	$236K	Hold	2,821	–	–	0.22%	50
2024 Q1	$244K	Buy	2,821 +143	+5%	+$12.2K	0.21%	50
2023 Q4	$237K	Buy	+2,678	New	+$212K	0.22%	49

Other funds holding VNQ

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.47T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return