AFO
VNQ icon

Allie Family Office’s Vanguard Real Estate ETF VNQ Stock Holding History

Allie Family Office’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 		$5.76M Sell
64,919
-841
-1% -$77.1K 2.52% 7
2025
Q4 		$5.82M Buy
65,760
+3,514
+6% +$316K 2.72% 7
2025
Q3 		$5.69M Sell
62,246
-11,864
-16% -$1.08M 2.7% 7
2025
Q2 		$6.6M Buy
74,110
+4,859
+7% +$429K 3.27% 5
2025
Q1 		$6.27M Buy
69,251
+310
+0.4% +$28.1K 3.43% 6
2024
Q4 		$6.14M Buy
68,941
+3,359
+5% +$317K 3.41% 6
2024
Q3 		$6.44M Sell
65,582
-5,379
-8% -$495K 3.47% 6
2024
Q2 		$5.92M Sell
70,961
-4,401
-6% -$363K 3.56% 6
2024
Q1 		$6.55M Buy
75,362
+8,261
+12% +$706K 3.86% 6
2023
Q4 		$5.95M Sell
67,101
-2,252
-3% -$178K 4.12% 5
2023
Q3 		$5.31M Sell
69,353
-2,687
-4% -$222K 4.3% 5
2023
Q2 		$6.08M Buy
72,040
+1,145
+2% +$93.8K 4.36% 6
2023
Q1 		$5.89M Buy
70,895
+7,701
+12% +$662K 4.4% 6
2022
Q4 		$5.21M Buy
63,194
+4,893
+8% +$406K 4.29% 5
2022
Q3 		$4.67M Buy
58,301
+2,084
+4% +$195K 4.02% 4
2022
Q2 		$5.12M Buy
56,217
+2,273
+4% +$227K 4.15% 4
2022
Q1 		$5.85M Sell
53,944
-5,026
-9% -$532K 4.48% 4
2021
Q4 		$6.84M Buy
+58,970
New +$6.44M 5.39% 4

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
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 $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
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

Allie Family Office's VNQ Position: Q1 2026 in Review

Allie Family Office reduced its Vanguard Real Estate ETF (VNQ) stake by 1.3% in Q1 2026, selling an estimated $77.1K and leaving 64,919 shares worth $5.76M. The position accounts for 2.52% of the portfolio, ranked #7.

Allie Family Office first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.84M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Allie Family Office held 64,919 shares of Vanguard Real Estate ETF worth $5.76M as of Q1 2026.
  • Allie Family Office sold 841 Vanguard Real Estate ETF shares in Q1 2026, an estimated $77.1K.
  • Vanguard Real Estate ETF made up 2.52% of Allie Family Office's portfolio in Q1 2026, its #7 holding.
  • Allie Family Office first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • Allie Family Office's Vanguard Real Estate ETF position peaked at $6.84M in Q4 2021.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.