Atwater Malick’s Vanguard Real Estate ETF VNQ Stock Holding History

Atwater Malick’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	$297K	Sell	3,075 -210	-6%	-$20.1K	0.06%	98
2026 Q1	$291K	Hold	3,285	–	–	0.08%	80
2025 Q4	$291K	Hold	3,285	–	–	0.08%	72
2025 Q3	$300K	Hold	3,285	–	–	0.09%	69
2025 Q2	$293K	Sell	3,285 -170	-5%	-$15K	0.09%	68
2025 Q1	$313K	Sell	3,455 -100	-3%	-$9.08K	0.11%	63
2024 Q4	$317K	Hold	3,555	–	–	0.11%	61
2024 Q3	$346K	Hold	3,555	–	–	0.11%	62
2024 Q2	$298K	Hold	3,555	–	–	0.1%	65
2024 Q1	$307K	Hold	3,555	–	–	0.11%	65
2023 Q4	$314K	Buy	+3,555	New	+$282K	0.12%	57

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Atwater Malick's VNQ Position: Q2 2026 in Review

Atwater Malick reduced its Vanguard Real Estate ETF (VNQ) stake by 6.4% in Q2 2026, selling an estimated $20.1K and leaving 3,075 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #98.

Atwater Malick first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $346K in Q3 2024. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Atwater Malick held 3,075 shares of Vanguard Real Estate ETF worth $297K as of Q2 2026.
Atwater Malick sold 210 Vanguard Real Estate ETF shares in Q2 2026, an estimated $20.1K.
Vanguard Real Estate ETF made up 0.06% of Atwater Malick's portfolio in Q2 2026, its #98 holding.
Atwater Malick first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Atwater Malick's Vanguard Real Estate ETF position peaked at $346K in Q3 2024.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.