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Atwood & Palmer’s Vanguard Real Estate ETF VNQ Stock Holding History

Atwood & Palmer’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 		$107K Hold
1,112
– – 0.01% 198
2026
Q1 		$98.6K Hold
1,112
– – 0.01% 195
2025
Q4 		$98.4K Hold
1,112
– – 0.01% 189
2025
Q3 		$102K Sell
1,112
-146
-12% -$13.2K 0.01% 189
2025
Q2 		$112K Buy
1,258
+146
+13% +$12.9K 0.01% 181
2025
Q1 		$101K Hold
1,112
– – 0.01% 184
2024
Q4 		$99K Hold
1,112
– – 0.01% 179
2024
Q3 		$108K Hold
1,112
– – 0.01% 178
2024
Q2 		$93.1K Buy
+1,112
New +$91.8K 0.01% 185
2024
Q1 		– Sell
-193
Closed -$17.1K – 431
2023
Q4 		$17.1K Buy
+193
New +$15.3K ﹤0.01% 290
2020
Q3 		– Sell
-100
Closed -$8K – 348
2020
Q2 		$8K Hold
100
– – ﹤0.01% 271
2020
Q1 		$7K Hold
100
– – ﹤0.01% 270
2019
Q4 		$9K Hold
100
– – ﹤0.01% 250
2019
Q3 		$9K Hold
100
– – ﹤0.01% 255
2019
Q2 		$9K Sell
100
-54
-35% -$4.73K ﹤0.01% 249
2019
Q1 		$13K Buy
154
+54
+54% +$4.46K ﹤0.01% 245
2018
Q4 		$7K Hold
100
– – ﹤0.01% 267
2018
Q3 		$8K Sell
100
-23
-19% -$1.89K ﹤0.01% 266
2018
Q2 		$10K Sell
123
-977
-89% -$75.7K ﹤0.01% 260
2018
Q1 		$83K Hold
1,100
– – 0.01% 162
2017
Q4 		$91K Sell
1,100
-4,000
-78% -$335K 0.01% 159
2017
Q3 		$424K Sell
5,100
-200
-4% -$16.7K 0.06% 88
2017
Q2 		$441K Buy
5,300
+5,200
+5,200% +$434K 0.07% 87
2017
Q1 		$8K Sell
100
-195
-66% -$16.2K ﹤0.01% 252
2016
Q4 		$24K Hold
295
– – ﹤0.01% 218
2016
Q3 		$26K Buy
295
+117
+66% +$10.4K ﹤0.01% 210
2016
Q2 		$16K Hold
178
– – ﹤0.01% 234
2016
Q1 		$15K Hold
178
– – ﹤0.01% 244
2015
Q4 		$14K Hold
178
– – ﹤0.01% 302
2015
Q3 		$13K Buy
178
+78
+78% +$5.99K ﹤0.01% 309
2015
Q2 		$7K Hold
100
– – ﹤0.01% 315
2015
Q1 		$8K Hold
100
– – ﹤0.01% 284
2014
Q4 		$9K Sell
100
-930
-90% -$73K ﹤0.01% 310
2014
Q3 		$74K Hold
1,030
– – 0.01% 181
2014
Q2 		$77K Buy
+1,030
New +$75.7K 0.02% 171

Other funds holding VNQ

BP
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Atwood & Palmer's VNQ Position: Q2 2026 in Review

Atwood & Palmer held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 1,112 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #198.

Atwood & Palmer first reported a position in VNQ in Q2 2014 and has held it in 35 quarters since. The position peaked at $441K in Q2 2017. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Atwood & Palmer held 1,112 shares of Vanguard Real Estate ETF worth $107K as of Q2 2026.
  • Atwood & Palmer left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
  • Vanguard Real Estate ETF made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #198 holding.
  • Atwood & Palmer first reported a position in Vanguard Real Estate ETF in Q2 2014 and has held it in 35 quarters since.
  • Atwood & Palmer's Vanguard Real Estate ETF position peaked at $441K in Q2 2017.
  • 635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.