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VNQ icon

Bard Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Bard Associates’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 		$13.4M Buy
139,298
+131
+0.1% +$12.5K 2.98% 8
2026
Q1 		$12.3M Buy
139,167
+232
+0.2% +$21.3K 3.1% 6
2025
Q4 		$12.3M Buy
138,935
+70,456
+103% +$6.33M 3.16% 5
2025
Q3 		$6.26M Buy
68,479
+64,800
+1,761% +$5.88M 1.66% 15
2025
Q2 		$328K Buy
3,679
+403
+12% +$35.5K 0.11% 135
2025
Q1 		$297K Buy
3,276
+169
+5% +$15.3K 0.11% 140
2024
Q4 		$277K Buy
+3,107
New +$294K 0.09% 145

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

Bard Associates's VNQ Position: Q2 2026 in Review

Bard Associates increased its Vanguard Real Estate ETF (VNQ) stake by 0.09% in Q2 2026, buying an estimated $12.5K and bringing the position to 139,298 shares worth $13.4M. The position accounts for 2.98% of the portfolio, ranked #8.

Bard Associates first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 1,800 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Bard Associates held 139,298 shares of Vanguard Real Estate ETF worth $13.4M as of Q2 2026.
  • Bard Associates bought 131 Vanguard Real Estate ETF shares in Q2 2026, an estimated $12.5K.
  • Vanguard Real Estate ETF made up 2.98% of Bard Associates's portfolio in Q2 2026, its #8 holding.
  • Bard Associates first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,800 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.