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 Q3	$276K	Hold	3,075	–	–	0.06%	106
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Vista Capital Partners Portland, Oregon $1.15B AUM 13.75% 1-Year Est. Return

Atwater Malick's VNQ Position: Q3 2026 in Review

Atwater Malick held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2026 at 3,075 shares worth $276K. The position accounts for 0.06% of the portfolio, ranked #106.

Atwater Malick first reported a position in VNQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $346K in Q3 2024. 1,168 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Atwater Malick held 3,075 shares of Vanguard Real Estate ETF worth $276K as of Q3 2026.
Atwater Malick left its Vanguard Real Estate ETF share count unchanged in Q3 2026.
Vanguard Real Estate ETF made up 0.06% of Atwater Malick's portfolio in Q3 2026, its #106 holding.
Atwater Malick first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 12 quarters since.
Atwater Malick's Vanguard Real Estate ETF position peaked at $346K in Q3 2024.
1,168 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.