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Annis Gardner Whiting Capital Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$347K Buy
3,599
+3,265
+978% +$312K 0.05% 257
2026
Q1 		$29.6K Hold
334
– – ﹤0.01% 662
2025
Q4 		$29.6K Hold
334
– – 0.01% 596
2025
Q3 		$30.5K Hold
334
– – 0.01% 552
2025
Q2 		$29.7K Buy
334
+60
+22% +$5.29K 0.01% 495
2025
Q1 		$24.8K Hold
274
– – 0.01% 422
2024
Q4 		$24.4K Hold
274
– – 0.01% 419
2024
Q3 		$27K Sell
274
-259
-49% -$23.8K 0.01% 426
2024
Q2 		$44.9K Buy
533
+20
+4% +$1.65K 0.01% 419
2024
Q1 		$44.4K Buy
513
+104
+25% +$8.89K 0.02% 400
2023
Q4 		$36.1K Hold
409
– – 0.02% 338
2023
Q3 		$31.1K Buy
+409
New +$33.7K 0.02% 344

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's VNQ Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 978% in Q2 2026, buying an estimated $312K and bringing the position to 3,599 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #257.

Annis Gardner Whiting Capital Advisors first reported a position in VNQ in Q3 2023 and has held it in 12 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 3,599 shares of Vanguard Real Estate ETF worth $347K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 3,265 Vanguard Real Estate ETF shares in Q2 2026, an estimated $312K.
  • Vanguard Real Estate ETF made up 0.05% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #257 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.