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Beacon Pointe Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Beacon Pointe Advisors’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 		$28.5M Sell
295,599
-8,278
-3% -$791K 0.13% 161
2026
Q1 		$27M Buy
303,877
+30,432
+11% +$2.79M 0.14% 144
2025
Q4 		$24.2M Buy
273,445
+160,169
+141% +$14.4M 0.17% 131
2025
Q3 		$10.4M Buy
113,276
+13,894
+14% +$1.26M 0.09% 216
2025
Q2 		$8.85M Sell
99,382
-6,068
-6% -$535K 0.09% 198
2025
Q1 		$9.55M Sell
105,450
-12,379
-11% -$1.12M 0.11% 179
2024
Q4 		$10.5M Sell
117,829
-5,296
-4% -$500K 0.12% 165
2024
Q3 		$12M Buy
123,125
+3,839
+3% +$353K 0.14% 146
2024
Q2 		$9.99M Buy
119,286
+8,862
+8% +$732K 0.12% 161
2024
Q1 		$9.55M Buy
110,424
+1,894
+2% +$162K 0.11% 182
2023
Q4 		$9.59M Sell
108,530
-2,021
-2% -$160K 0.11% 172
2023
Q3 		$8.36M Buy
110,551
+21,018
+23% +$1.73M 0.1% 181
2023
Q2 		$7.48M Sell
89,533
-25,913
-22% -$2.12M 0.12% 162
2023
Q1 		$9.59M Sell
115,446
-19,809
-15% -$1.7M 0.16% 130
2022
Q4 		$11.2M Buy
135,255
+4,193
+3% +$348K 0.22% 105
2022
Q3 		$10.5M Sell
131,062
-4,176
-3% -$390K 0.24% 99
2022
Q2 		$12.3M Sell
135,238
-35,248
-21% -$3.51M 0.26% 90
2022
Q1 		$18.5M Sell
170,486
-4,869
-3% -$515K 0.25% 94
2021
Q4 		$20.3M Buy
175,355
+78,079
+80% +$8.53M 0.53% 39
2021
Q3 		$9.9M Buy
97,276
+8,986
+10% +$953K 0.24% 103
2021
Q2 		$8.99M Buy
88,290
+16,501
+23% +$1.64M 0.32% 79
2021
Q1 		$6.59M Buy
71,789
+876
+1% +$77K 0.41% 63
2020
Q4 		$6.02M Buy
70,913
+6,122
+9% +$508K 0.41% 62
2020
Q3 		$5.12M Sell
64,791
-2,104
-3% -$169K 0.49% 51
2020
Q2 		$5.25M Sell
66,895
-73,375
-52% -$5.56M 0.53% 50
2020
Q1 		$9.79M Buy
140,270
+67,791
+94% +$5.95M 1.56% 12
2019
Q4 		$6.72M Buy
72,479
+225
+0.3% +$20.8K 2.08% 9
2019
Q3 		$6.74M Buy
72,254
+9,790
+16% +$889K 2.91% 7
2019
Q2 		$5.46M Buy
62,464
+52,314
+515% +$4.58M 1.99% 10
2019
Q1 		$880K Buy
10,150
+1,693
+20% +$140K 0.33% 79
2018
Q4 		$628K Buy
+8,457
New +$666K 0.38% 73

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

Beacon Pointe Advisors's VNQ Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 2.7% in Q2 2026, selling an estimated $791K and leaving 295,599 shares worth $28.5M. The position accounts for 0.13% of the portfolio, ranked #161.

Beacon Pointe Advisors first reported a position in VNQ in Q4 2018 and has held it in 31 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Beacon Pointe Advisors held 295,599 shares of Vanguard Real Estate ETF worth $28.5M as of Q2 2026.
  • Beacon Pointe Advisors sold 8,278 Vanguard Real Estate ETF shares in Q2 2026, an estimated $791K.
  • Vanguard Real Estate ETF made up 0.13% of Beacon Pointe Advisors's portfolio in Q2 2026, its #161 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.