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Aspen Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Aspen Investment Management’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 		$3.05M Buy
31,632
+10,287
+48% +$983K 0.82% 31
2026
Q1 		$1.89M Buy
21,345
+1,247
+6% +$114K 0.58% 55
2025
Q4 		$1.78M Sell
20,098
-17,082
-46% -$1.54M 0.54% 57
2025
Q3 		$3.4M Buy
37,180
+746
+2% +$67.7K 1.31% 16
2025
Q2 		$3.25M Buy
36,434
+2,934
+9% +$259K 1.36% 17
2025
Q1 		$3.03M Buy
33,500
+446
+1% +$40.5K 1.4% 17
2024
Q4 		$2.94M Buy
33,054
+2,470
+8% +$233K 1.37% 17
2024
Q3 		$2.98M Buy
30,584
+7,713
+34% +$710K 1.39% 17
2024
Q2 		$1.92M Sell
22,871
-748
-3% -$61.8K 0.96% 25
2024
Q1 		$2.04M Sell
23,619
-538
-2% -$46K 1.04% 22
2023
Q4 		$2.13M Buy
24,157
+6,064
+34% +$481K 1.19% 23
2023
Q3 		$1.37M Sell
18,093
-31
-0.2% -$2.56K 0.83% 34
2023
Q2 		$1.51M Sell
18,124
-59
-0.3% -$4.83K 0.9% 30
2023
Q1 		$1.51M Sell
18,183
-5,958
-25% -$512K 0.97% 27
2022
Q4 		$1.99M Sell
24,141
-761
-3% -$63.1K 1.3% 23
2022
Q3 		$2M Sell
24,902
-9,791
-28% -$916K 1.33% 20
2022
Q2 		$3.16M Sell
34,693
-180
-0.5% -$17.9K 1.98% 9
2022
Q1 		$3.78M Sell
34,873
-1,961
-5% -$208K 1.98% 9
2021
Q4 		$4.27M Buy
36,834
+568
+2% +$62K 2.1% 9
2021
Q3 		$3.69M Buy
36,266
+10,547
+41% +$1.12M 1.95% 10
2021
Q2 		$2.62M Buy
25,719
+7,916
+44% +$785K 1.37% 19
2021
Q1 		$1.64M Sell
17,803
-123
-0.7% -$10.8K 0.91% 36
2020
Q4 		$1.52M Buy
17,926
+88
+0.5% +$7.3K 0.9% 34
2020
Q3 		$1.41M Sell
17,838
-297
-2% -$23.8K 0.94% 33
2020
Q2 		$1.42M Buy
18,135
+400
+2% +$30.3K 1.02% 29
2020
Q1 		$1.24M Sell
17,735
-17,518
-50% -$1.54M 1.07% 24
2019
Q4 		$3.27M Buy
35,253
+386
+1% +$35.7K 2.04% 7
2019
Q3 		$3.25M Buy
34,867
+134
+0.4% +$12.2K 2.17% 7
2019
Q2 		$3.04M Buy
34,733
+62
+0.2% +$5.43K 2% 7
2019
Q1 		$3.01M Buy
34,671
+418
+1% +$34.5K 2.1% 7
2018
Q4 		$2.55M Sell
34,253
-30
-0.1% -$2.36K 2.05% 8
2018
Q3 		$2.77M Sell
34,283
-370
-1% -$30.5K 1.83% 9
2018
Q2 		$2.82M Sell
34,653
-60
-0.2% -$4.65K 1.95% 7
2018
Q1 		$2.62M Buy
34,713
+1,569
+5% +$120K 1.88% 9
2017
Q4 		$2.75M Buy
33,144
+921
+3% +$77.2K 1.95% 9
2017
Q3 		$2.68M Sell
32,223
-210
-0.6% -$17.5K 1.99% 9
2017
Q2 		$2.7M Buy
32,433
+765
+2% +$63.8K 2.03% 8
2017
Q1 		$2.62M Buy
31,668
+1,150
+4% +$95.4K 1.94% 9
2016
Q4 		$2.52M Buy
30,518
+1,010
+3% +$82.3K 1.9% 9
2016
Q3 		$2.56M Sell
29,508
-423
-1% -$37.7K 2.03% 9
2016
Q2 		$2.65M Buy
29,931
+280
+0.9% +$23.5K 2.18% 7
2016
Q1 		$2.48M Sell
29,651
-540
-2% -$42K 2.28% 7
2015
Q4 		$2.41M Buy
30,191
+300
+1% +$23.7K 2.39% 8
2015
Q3 		$2.26M Sell
29,891
-686
-2% -$52.7K 2.2% 9
2015
Q2 		$2.28M Hold
30,577
– – 1.92% 10
2015
Q1 		$2.58M Sell
30,577
-38
-0.1% -$3.23K 2.06% 11
2014
Q4 		$2.48M Buy
30,615
+710
+2% +$55.7K 2.08% 12
2014
Q3 		$2.15M Buy
29,905
+280
+0.9% +$21.1K 1.8% 12
2014
Q2 		$2.22M Buy
29,625
+1,603
+6% +$118K 1.35% 20
2014
Q1 		$1.98M Buy
28,022
+1,004
+4% +$68.7K 1.26% 22
2013
Q4 		$1.74M Sell
27,018
-779
-3% -$52.1K 1.16% 21
2013
Q3 		$1.84M Sell
27,797
-549
-2% -$37.3K 1.3% 19
2013
Q2 		$1.95M Buy
+28,346
New +$2.06M 1.32% 16

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

Aspen Investment Management's VNQ Position: Q2 2026 in Review

Aspen Investment Management increased its Vanguard Real Estate ETF (VNQ) stake by 48% in Q2 2026, buying an estimated $983K and bringing the position to 31,632 shares worth $3.05M. The position accounts for 0.82% of the portfolio, ranked #31.

Aspen Investment Management first reported a position in VNQ in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.27M in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Aspen Investment Management held 31,632 shares of Vanguard Real Estate ETF worth $3.05M as of Q2 2026.
  • Aspen Investment Management bought 10,287 Vanguard Real Estate ETF shares in Q2 2026, an estimated $983K.
  • Vanguard Real Estate ETF made up 0.82% of Aspen Investment Management's portfolio in Q2 2026, its #31 holding.
  • Aspen Investment Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
  • Aspen Investment Management's Vanguard Real Estate ETF position peaked at $4.27M in Q4 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.