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Badgley Phelps Wealth Managers’s Vanguard Real Estate ETF VNQ Stock Holding History

Badgley Phelps Wealth Managers’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 		$601K Buy
6,230
+1,807
+41% +$173K 0.01% 234
2026
Q1 		$392K Hold
4,423
– – 0.01% 260
2025
Q4 		$391K Buy
4,423
+119
+3% +$10.7K 0.01% 255
2025
Q3 		$393K Sell
4,304
-94
-2% -$8.53K 0.01% 237
2025
Q2 		$392K Buy
4,398
+384
+10% +$33.9K 0.01% 234
2025
Q1 		$363K Hold
4,014
– – 0.01% 239
2024
Q4 		$358K Sell
4,014
-74
-2% -$6.99K 0.01% 240
2024
Q3 		$402K Buy
4,088
+274
+7% +$25.2K 0.01% 224
2024
Q2 		$323K Sell
3,814
-547
-13% -$45.2K 0.01% 215
2024
Q1 		$377K Buy
4,361
+172
+4% +$14.7K 0.01% 207
2023
Q4 		$370K Hold
4,189
– – 0.01% 203
2023
Q3 		$317K Sell
4,189
-197
-4% -$16.2K 0.01% 194
2023
Q2 		$366K Buy
+4,386
New +$359K 0.01% 194
2022
Q1 		– Sell
-1,813
Closed -$210K – 229
2021
Q4 		$210K Buy
+1,813
New +$198K 0.01% 203

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

Badgley Phelps Wealth Managers's VNQ Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Vanguard Real Estate ETF (VNQ) stake by 41% in Q2 2026, buying an estimated $173K and bringing the position to 6,230 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #234.

Badgley Phelps Wealth Managers first reported a position in VNQ in Q4 2021 and has held it in 14 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Badgley Phelps Wealth Managers held 6,230 shares of Vanguard Real Estate ETF worth $601K as of Q2 2026.
  • Badgley Phelps Wealth Managers bought 1,807 Vanguard Real Estate ETF shares in Q2 2026, an estimated $173K.
  • Vanguard Real Estate ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #234 holding.
  • Badgley Phelps Wealth Managers first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.