BBR Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

BBR Partners’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	$969K	Buy	+10,053	New	+$961K	0.05%	124
2025 Q3	–	Sell	-15,941	Closed	-$1.42M	–	276
2025 Q2	$1.42M	Buy	+15,941	New	+$1.41M	0.09%	86
2024 Q3	–	Sell	-2,429	Closed	-$203K	–	254
2024 Q2	$203K	Sell	2,429 -1,699	-41%	-$140K	0.02%	198
2024 Q1	$357K	Buy	+4,128	New	+$353K	0.03%	171
2022 Q2	–	Sell	-2,881	Closed	-$312K	–	262
2022 Q1	$312K	Buy	2,881 +1,000	+53%	+$106K	0.03%	178
2021 Q4	$218K	Buy	+1,881	New	+$205K	0.03%	185
2020 Q2	–	Sell	-2,882	Closed	-$201K	–	185
2020 Q1	$201K	Buy	+2,882	New	+$253K	0.03%	136

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

BBR Partners's VNQ Position: Q2 2026 in Review

BBR Partners opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 10,053 shares worth $969K. The stake represents 0.05% of the portfolio and ranks #124 among its holdings. This is a return to the name: BBR Partners previously reported a position in VNQ as recently as Q2 2025.

BBR Partners first reported a position in VNQ in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.42M in Q2 2025. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

BBR Partners held 10,053 shares of Vanguard Real Estate ETF worth $969K as of Q2 2026.
Vanguard Real Estate ETF was a new BBR Partners position in Q2 2026.
Vanguard Real Estate ETF made up 0.05% of BBR Partners's portfolio in Q2 2026, its #124 holding.
BBR Partners first reported a position in Vanguard Real Estate ETF in Q1 2020 and has held it in 7 quarters since.
BBR Partners's Vanguard Real Estate ETF position peaked at $1.42M in Q2 2025.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.