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VNQ icon

Baron Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Baron Financial Group’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 		$6.11M Sell
63,343
-312
-0.5% -$29.8K 2.91% 9
2026
Q1 		$5.65M Buy
63,655
+1,663
+3% +$152K 3.05% 9
2025
Q4 		$5.49M Buy
61,992
+2,753
+5% +$247K 2.94% 9
2025
Q3 		$5.42M Buy
59,239
+624
+1% +$56.6K 2.97% 10
2025
Q2 		$5.22M Sell
58,615
-220
-0.4% -$19.4K 3.06% 10
2025
Q1 		$5.33M Buy
58,835
+154
+0.3% +$14K 3.35% 8
2024
Q4 		$5.23M Sell
58,681
-5
-0% -$472 3.24% 8
2024
Q3 		$5.72M Sell
58,686
-2,275
-4% -$209K 3.5% 7
2024
Q2 		$5.11M Buy
60,961
+666
+1% +$55K 3.25% 9
2024
Q1 		$5.21M Buy
60,295
+669
+1% +$57.2K 3.22% 8
2023
Q4 		$5.27M Buy
59,626
+2,941
+5% +$233K 3.36% 7
2023
Q3 		$4.29M Buy
56,685
+1,749
+3% +$144K 2.79% 11
2023
Q2 		$4.59M Buy
54,936
+1,190
+2% +$97.5K 2.83% 10
2023
Q1 		$4.46M Buy
53,746
+2,534
+5% +$218K 2.83% 11
2022
Q4 		$4.22M Buy
51,212
+7,415
+17% +$615K 2.8% 11
2022
Q3 		$3.51M Buy
43,797
+474
+1% +$44.3K 2.37% 13
2022
Q2 		$3.95M Sell
43,323
-1,323
-3% -$132K 2.61% 13
2022
Q1 		$4.84M Sell
44,646
-938
-2% -$99.3K 2.81% 12
2021
Q4 		$5.29M Sell
45,584
-441
-1% -$48.2K 3% 10
2021
Q3 		$4.68M Sell
46,025
-1,598
-3% -$169K 2.84% 11
2021
Q2 		$4.85M Sell
47,623
-1,171
-2% -$116K 3.02% 10
2021
Q1 		$4.48M Buy
48,794
+2,456
+5% +$216K 3.09% 9
2020
Q4 		$3.94M Buy
46,338
+1,397
+3% +$116K 3.14% 10
2020
Q3 		$3.55M Buy
+44,941
New +$3.61M 3.33% 10

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

Baron Financial Group's VNQ Position: Q2 2026 in Review

Baron Financial Group reduced its Vanguard Real Estate ETF (VNQ) stake by 0.49% in Q2 2026, selling an estimated $29.8K and leaving 63,343 shares worth $6.11M. The position accounts for 2.91% of the portfolio, ranked #9.

Baron Financial Group first reported a position in VNQ in Q3 2020 and has held it in 24 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Baron Financial Group held 63,343 shares of Vanguard Real Estate ETF worth $6.11M as of Q2 2026.
  • Baron Financial Group sold 312 Vanguard Real Estate ETF shares in Q2 2026, an estimated $29.8K.
  • Vanguard Real Estate ETF made up 2.91% of Baron Financial Group's portfolio in Q2 2026, its #9 holding.
  • Baron Financial Group first reported a position in Vanguard Real Estate ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.