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Bartlett & Co Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Bartlett & Co Wealth Management’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 		$1.79M Sell
18,613
-134
-0.7% -$12.8K 0.02% 223
2026
Q1 		$1.79M Buy
18,747
+203
+1% +$18.6K 0.02% 221
2025
Q4 		$1.64M Sell
18,544
-11
-0.1% -$989 0.02% 230
2025
Q3 		$1.7M Sell
18,555
-14
-0.1% -$1.27K 0.02% 222
2025
Q2 		$1.65M Buy
18,569
+117
+0.6% +$10.3K 0.02% 217
2025
Q1 		$1.67M Buy
18,452
+599
+3% +$54.4K 0.02% 209
2024
Q4 		$1.59M Hold
17,853
– – 0.02% 213
2024
Q3 		$1.75M Hold
17,853
– – 0.03% 207
2024
Q2 		$1.51M Sell
17,853
-500
-3% -$41.3K 0.02% 216
2024
Q1 		$1.59M Sell
18,353
-281
-2% -$24K 0.02% 219
2023
Q4 		$1.67M Sell
18,634
-17
-0.1% -$1.35K 0.03% 218
2023
Q3 		$1.42M Sell
18,651
-270
-1% -$22.3K 0.03% 224
2023
Q2 		$1.6M Hold
18,921
– – 0.03% 220
2023
Q1 		$1.57M Sell
18,921
-325
-2% -$27.9K 0.03% 191
2022
Q4 		$1.59M Buy
19,246
+1,167
+6% +$96.8K 0.03% 193
2022
Q3 		$1.45M Sell
18,079
-629
-3% -$58.8K 0.03% 192
2022
Q2 		$1.7M Buy
18,708
+67
+0.4% +$6.68K 0.03% 179
2022
Q1 		$2.02M Buy
18,641
+21
+0.1% +$2.22K 0.04% 177
2021
Q4 		$2.16M Buy
18,620
+15,448
+487% +$1.69M 0.04% 174
2021
Q3 		$323K Buy
3,172
+26
+0.8% +$2.76K 0.01% 299
2021
Q2 		$320K Hold
3,146
– – 0.01% 294
2021
Q1 		$289K Sell
3,146
-353
-10% -$31K 0.01% 304
2020
Q4 		$297K Hold
3,499
– – 0.01% 296
2020
Q3 		$276K Hold
3,499
– – 0.01% 281
2020
Q2 		$275K Hold
3,499
– – 0.01% 281
2020
Q1 		$244K Buy
3,499
+700
+25% +$61.5K 0.01% 282
2019
Q4 		$260K Buy
2,799
+1,065
+61% +$98.6K 0.01% 305
2019
Q3 		$162K Buy
1,734
+484
+39% +$43.9K ﹤0.01% 346
2019
Q2 		$110K Hold
1,250
– – ﹤0.01% 320
2019
Q1 		$109K Sell
1,250
-70
-5% -$5.78K ﹤0.01% 310
2018
Q4 		$98.4K Buy
1,320
+70
+6% +$5.51K ﹤0.01% 315
2018
Q3 		$101K Hold
1,250
– – ﹤0.01% 324
2018
Q2 		$102K Sell
1,250
-945
-43% -$73.2K ﹤0.01% 324
2018
Q1 		$166K Buy
+2,195
New +$168K 0.01% 267

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

Bartlett & Co Wealth Management's VNQ Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 0.71% in Q2 2026, selling an estimated $12.8K and leaving 18,613 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #223.

Bartlett & Co Wealth Management first reported a position in VNQ in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.16M in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Bartlett & Co Wealth Management held 18,613 shares of Vanguard Real Estate ETF worth $1.79M as of Q2 2026.
  • Bartlett & Co Wealth Management sold 134 Vanguard Real Estate ETF shares in Q2 2026, an estimated $12.8K.
  • Vanguard Real Estate ETF made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2018 and has held it in 34 quarters since.
  • Bartlett & Co Wealth Management's Vanguard Real Estate ETF position peaked at $2.16M in Q4 2021.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.