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Baltimore-Washington Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Baltimore-Washington Financial 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 		– Sell
-2,395
Closed -$212K – 206
2025
Q4 		$212K Buy
+2,395
New +$215K 0.01% 185
2022
Q4 		– Sell
-5,881
Closed -$516K – 151
2022
Q3 		$516K Buy
5,881
+2,959
+101% +$277K 0.04% 107
2022
Q2 		$266K Buy
2,922
+131
+5% +$13.1K 0.03% 112
2022
Q1 		$275K Sell
2,791
-143
-5% -$15.1K 0.03% 128
2021
Q4 		$340K Buy
2,934
+10
+0.3% +$1.09K 0.03% 109
2021
Q3 		$297K Sell
2,924
-112
-4% -$11.9K 0.03% 110
2021
Q2 		$309K Buy
3,036
+10
+0.3% +$992 0.03% 107
2021
Q1 		$278K Buy
3,026
+8
+0.3% +$703 0.03% 108
2020
Q4 		$256K Buy
3,018
+23
+0.8% +$1.91K 0.03% 108
2020
Q3 		$236K Buy
2,995
+22
+0.7% +$1.77K 0.03% 106
2020
Q2 		$233K Sell
2,973
-10
-0.3% -$758 0.03% 107
2020
Q1 		$208K Buy
2,983
+11
+0.4% +$966 0.04% 110
2019
Q4 		$275K Buy
2,972
+16
+0.5% +$1.48K 0.04% 105
2019
Q3 		$275K Buy
2,956
+20
+0.7% +$1.82K 0.05% 101
2019
Q2 		$257K Sell
2,936
-35
-1% -$3.06K 0.04% 99
2019
Q1 		$258K Hold
2,971
– – 0.05% 100
2018
Q4 		$221K Buy
2,971
+15
+0.5% +$1.18K 0.05% 93
2018
Q3 		$238K Buy
2,956
+118
+4% +$9.72K 0.04% 93
2018
Q2 		$231K Sell
2,838
-31
-1% -$2.4K 0.05% 85
2018
Q1 		$216K Buy
+2,869
New +$220K 0.05% 80
2015
Q4 		– Sell
-1,630
Closed -$123K – 250
2015
Q3 		$123K Hold
1,630
– – 0.04% 104
2015
Q2 		$121K Hold
1,630
– – 0.04% 104
2015
Q1 		$137K Buy
1,630
+1,454
+826% +$123K 0.04% 106
2014
Q4 		$14K Buy
176
+130
+283% +$10.2K ﹤0.01% 195
2014
Q3 		$3K Buy
+46
New +$3.47K ﹤0.01% 258

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Baltimore-Washington Financial Advisors's VNQ Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 2,395 shares — an estimated $212K sold.

Baltimore-Washington Financial Advisors first reported a position in VNQ in Q3 2014 and held it in 25 quarters. The position peaked at $516K in Q3 2022. 1,787 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Baltimore-Washington Financial Advisors reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 2,395 Vanguard Real Estate ETF shares in Q1 2026, an estimated $212K.
  • Baltimore-Washington Financial Advisors first reported a position in Vanguard Real Estate ETF in Q3 2014 and held it in 25 quarters.
  • Baltimore-Washington Financial Advisors's Vanguard Real Estate ETF position peaked at $516K in Q3 2022.
  • 1,787 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.