BWS
VNQ icon

BCR Wealth Strategies’s Vanguard Real Estate ETF VNQ Stock Holding History

BCR Wealth Strategies’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 		$13M Buy
146,803
+7,597
+5% +$697K 4.08% 9
2025
Q4 		$12.3M Buy
139,206
+7,860
+6% +$706K 4.08% 9
2025
Q3 		$12M Buy
131,346
+7,342
+6% +$666K 4.22% 9
2025
Q2 		$11M Buy
124,004
+7,704
+7% +$679K 4.27% 9
2025
Q1 		$10.5M Buy
116,300
+1,708
+1% +$155K 4.62% 9
2024
Q4 		$10.2M Buy
114,592
+5,242
+5% +$495K 4.77% 8
2024
Q3 		$10.7M Buy
109,350
+3,517
+3% +$324K 5.03% 8
2024
Q2 		$8.86M Buy
105,833
+6,138
+6% +$507K 5.77% 6
2024
Q1 		$8.62M Buy
99,695
+1,737
+2% +$148K 5.84% 6
2023
Q4 		$8.65M Buy
97,958
+2,203
+2% +$175K 6.21% 6
2023
Q3 		$7.24M Sell
95,755
-185
-0.2% -$15.3K 5.77% 6
2023
Q2 		$8.02M Buy
95,940
+1,738
+2% +$142K 6.2% 5
2023
Q1 		$7.82M Hold
94,202
– – 6.24% 5
2022
Q4 		$7.77M Buy
94,202
+4,540
+5% +$376K 6.7% 5
2022
Q3 		$7.19M Buy
89,662
+2,200
+3% +$206K 7.37% 5
2022
Q2 		$7.97M Sell
87,462
-536
-0.6% -$53.4K 8.24% 4
2022
Q1 		$9.54M Buy
87,998
+1,174
+1% +$124K 9.12% 4
2021
Q4 		$10.1M Buy
+86,824
New +$9.48M 9.53% 4

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

BCR Wealth Strategies's VNQ Position: Q1 2026 in Review

BCR Wealth Strategies increased its Vanguard Real Estate ETF (VNQ) stake by 5.5% in Q1 2026, buying an estimated $697K and bringing the position to 146,803 shares worth $13M. The position accounts for 4.08% of the portfolio, ranked #9.

BCR Wealth Strategies first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • BCR Wealth Strategies held 146,803 shares of Vanguard Real Estate ETF worth $13M as of Q1 2026.
  • BCR Wealth Strategies bought 7,597 Vanguard Real Estate ETF shares in Q1 2026, an estimated $697K.
  • Vanguard Real Estate ETF made up 4.08% of BCR Wealth Strategies's portfolio in Q1 2026, its #9 holding.
  • BCR Wealth Strategies first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on BCR Wealth Strategies's 13F filing for Q1 2026, filed 1 May 2026.