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Allodium Investment Consultants’s Vanguard Real Estate ETF VNQ Stock Holding History

Allodium Investment Consultants’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
Q2 		$14.8M Sell
153,716
-4,413
-3% -$422K 6.3% 5
2026
Q1 		$14M Buy
158,129
+10,138
+7% +$930K 6.72% 5
2025
Q4 		$13.1M Buy
147,991
+19,969
+16% +$1.79M 6.64% 4
2025
Q3 		$11.7M Buy
128,022
+6,297
+5% +$571K 6.61% 4
2025
Q2 		$10.8M Buy
121,725
+4,255
+4% +$375K 6.86% 4
2025
Q1 		$10.6M Buy
117,470
+9,897
+9% +$898K 7.85% 4
2024
Q4 		$9.58M Buy
+107,573
New +$10.2M 8% 4

Other funds holding VNQ

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Allodium Investment Consultants's VNQ Position: Q2 2026 in Review

Allodium Investment Consultants reduced its Vanguard Real Estate ETF (VNQ) stake by 2.8% in Q2 2026, selling an estimated $422K and leaving 153,716 shares worth $14.8M. The position accounts for 6.3% of the portfolio, ranked #5.

Allodium Investment Consultants first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 1,388 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Allodium Investment Consultants held 153,716 shares of Vanguard Real Estate ETF worth $14.8M as of Q2 2026.
  • Allodium Investment Consultants sold 4,413 Vanguard Real Estate ETF shares in Q2 2026, an estimated $422K.
  • Vanguard Real Estate ETF made up 6.3% of Allodium Investment Consultants's portfolio in Q2 2026, its #5 holding.
  • Allodium Investment Consultants first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.