AlTi Global’s Vanguard Real Estate ETF VNQ Stock Holding History

AlTi Global’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	$770K	Sell	7,982 -418	-5%	-$39.9K	0.02%	305
2026 Q1	$745K	Sell	8,400 -173	-2%	-$15.9K	0.02%	269
2025 Q4	$759K	Sell	8,573 -1,637	-16%	-$147K	0.02%	268
2025 Q3	$933K	Sell	10,210 -822	-7%	-$74.6K	0.02%	254
2025 Q2	$982K	Sell	11,032 -18,505	-63%	-$1.63M	0.02%	238
2025 Q1	$2.67M	Sell	29,537 -43,853	-60%	-$3.98M	0.07%	122
2024 Q4	$6.54M	Sell	73,390 -15,651	-18%	-$1.48M	0.16%	78
2024 Q3	$8.75M	Sell	89,041 -29,571	-25%	-$2.72M	0.21%	61
2024 Q2	$10.1M	Sell	118,612 -21,128	-15%	-$1.74M	0.27%	46
2024 Q1	$12.1M	Sell	139,740 -2,983	-2%	-$255K	0.34%	38
2023 Q4	$12.6M	Buy	+142,723	New	+$11.3M	0.39%	30

Other funds holding VNQ

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

AlTi Global's VNQ Position: Q2 2026 in Review

AlTi Global reduced its Vanguard Real Estate ETF (VNQ) stake by 5% in Q2 2026, selling an estimated $39.9K and leaving 7,982 shares worth $770K. The position accounts for 0.02% of the portfolio, ranked #305.

AlTi Global first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.6M in Q4 2023. 1,220 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

AlTi Global held 7,982 shares of Vanguard Real Estate ETF worth $770K as of Q2 2026.
AlTi Global sold 418 Vanguard Real Estate ETF shares in Q2 2026, an estimated $39.9K.
Vanguard Real Estate ETF made up 0.02% of AlTi Global's portfolio in Q2 2026, its #305 holding.
AlTi Global first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
AlTi Global's Vanguard Real Estate ETF position peaked at $12.6M in Q4 2023.
1,220 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.