Balanced Rock Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Balanced Rock Investment Advisors’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 Q1	$384K	Buy	4,325 +157	+4%	+$14.4K	0.27%	71
2025 Q4	$369K	Buy	4,168 +314	+8%	+$28.2K	0.26%	74
2025 Q3	$352K	Sell	3,854 -798	-17%	-$72.4K	0.26%	76
2025 Q2	$414K	Sell	4,652 -716	-13%	-$63.1K	0.33%	66
2025 Q1	$486K	Buy	5,368 +101	+2%	+$9.17K	0.39%	48
2024 Q4	$469K	Sell	5,267 -7,507	-59%	-$709K	0.37%	51
2024 Q3	$1.24M	Sell	12,774 -414	-3%	-$38.1K	0.98%	30
2024 Q2	$1.1M	Sell	13,188 -431	-3%	-$35.6K	0.93%	30
2024 Q1	$1.18M	Sell	13,619 -7,425	-35%	-$634K	1%	30
2023 Q4	$1.86M	Buy	+21,044	New	+$1.67M	1.65%	17

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Balanced Rock Investment Advisors's VNQ Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 3.8% in Q1 2026, buying an estimated $14.4K and bringing the position to 4,325 shares worth $384K. The position accounts for 0.27% of the portfolio, ranked #71.

Balanced Rock Investment Advisors first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.86M in Q4 2023. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Balanced Rock Investment Advisors held 4,325 shares of Vanguard Real Estate ETF worth $384K as of Q1 2026.
Balanced Rock Investment Advisors bought 157 Vanguard Real Estate ETF shares in Q1 2026, an estimated $14.4K.
Vanguard Real Estate ETF made up 0.27% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #71 holding.
Balanced Rock Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Balanced Rock Investment Advisors's Vanguard Real Estate ETF position peaked at $1.86M in Q4 2023.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.