Beaumont Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Beaumont Financial 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	$1.24M	Hold	12,895	–	–	0.08%	147
2026 Q1	$1.14M	Sell	12,895 -1,541	-11%	-$141K	0.08%	151
2025 Q4	$1.28M	Sell	14,436 -1,534	-10%	-$138K	0.08%	143
2025 Q3	$1.46M	Sell	15,970 -280	-2%	-$25.4K	0.1%	124
2025 Q2	$1.45M	Sell	16,250 -203	-1%	-$17.9K	0.1%	116
2025 Q1	$1.49M	Buy	16,453 +18	+0.1%	+$1.63K	0.12%	116
2024 Q4	$1.46M	Sell	16,435 -50	-0.3%	-$4.72K	0.11%	121
2024 Q3	$1.61M	Sell	16,485 -635	-4%	-$58.5K	0.13%	105
2024 Q2	$1.43M	Sell	17,120 -1,165	-6%	-$96.2K	0.11%	117
2024 Q1	$1.58M	Hold	18,285	–	–	0.13%	98
2023 Q4	$1.62M	Sell	18,285 -125	-0.7%	-$9.91K	0.15%	99
2023 Q3	$1.39M	Sell	18,410 -721	-4%	-$59.5K	0.14%	104
2023 Q2	$1.6M	Sell	19,131 -503	-3%	-$41.2K	0.15%	100
2023 Q1	$1.63M	Sell	19,634 -255	-1%	-$21.9K	0.17%	92
2022 Q4	$1.64M	Sell	19,889 -315	-2%	-$26.1K	0.16%	91
2022 Q3	$1.62M	Sell	20,204 -213	-1%	-$19.9K	0.16%	92
2022 Q2	$1.86M	Sell	20,417 -3,074	-13%	-$306K	0.17%	86
2022 Q1	$2.55M	Sell	23,491 -654	-3%	-$69.2K	0.19%	94
2021 Q4	$2.8M	Buy	24,145 +525	+2%	+$57.3K	0.2%	76
2021 Q3	$2.4M	Sell	23,620 -1,013	-4%	-$107K	0.19%	85
2021 Q2	$2.51M	Buy	24,633 +3	+0%	+$298	0.19%	81
2021 Q1	$2.26M	Sell	24,630 -3,049	-11%	-$268K	0.19%	91
2020 Q4	$2.35M	Sell	27,679 -79,307	-74%	-$6.58M	0.21%	89
2020 Q3	$8.45M	Sell	106,986 -2,655	-2%	-$213K	0.81%	40
2020 Q2	$8.61M	Sell	109,641 -17,630	-14%	-$1.34M	0.9%	39
2020 Q1	$8.89M	Sell	127,271 -2,798	-2%	-$246K	1.12%	28
2019 Q4	$12.1M	Buy	130,069 +1,618	+1%	+$150K	1.19%	32
2019 Q3	$12M	Buy	128,451 +2,474	+2%	+$225K	1.2%	31
2019 Q2	$11M	Buy	125,977 +3,312	+3%	+$290K	1.14%	32
2019 Q1	$10.7M	Sell	122,665 -535	-0.4%	-$44.2K	1.14%	32
2018 Q4	$9.19M	Sell	123,200 -6,293	-5%	-$496K	1.5%	20
2018 Q3	$10.4M	Sell	129,493 -2,129	-2%	-$175K	1.04%	34
2018 Q2	$10.7M	Sell	131,622 -12,603	-9%	-$976K	1.13%	29
2018 Q1	$10.9M	Sell	144,225 -3,727	-3%	-$285K	1.21%	26
2017 Q4	$12.3M	Sell	147,952 -602	-0.4%	-$50.5K	1.44%	28
2017 Q3	$12.3M	Buy	148,554 +1,992	+1%	+$166K	1.54%	23
2017 Q2	$12.2M	Sell	146,562 -1,436	-1%	-$120K	1.58%	22
2017 Q1	$12.2M	Buy	147,998 +745	+0.5%	+$61.8K	1.67%	22
2016 Q4	$12.2M	Sell	147,253 -107	-0.1%	-$8.71K	1.84%	16
2016 Q3	$12.8M	Sell	147,360 -1,679	-1%	-$150K	2.02%	8
2016 Q2	$13.2M	Buy	149,039 +12,104	+9%	+$1.02M	2.17%	13
2016 Q1	$11.5M	Sell	136,935 -4,281	-3%	-$333K	1.88%	14
2015 Q4	$11.3M	Buy	141,216 +168	+0.1%	+$13.3K	1.86%	22
2015 Q3	$10.5M	Hold	141,048	–	–	1.52%	28
2015 Q2	$10.5M	Sell	141,048 -4,430	-3%	-$354K	1.52%	28
2015 Q1	$12.3M	Buy	145,478 +1,391	+1%	+$118K	0.43%	50
2014 Q4	$11.7M	Buy	144,087 +1,668	+1%	+$131K	0.56%	52
2014 Q3	$10.2M	Sell	142,419 -408	-0.3%	-$30.8K	0.67%	55
2014 Q2	$10.7M	Buy	142,827 +59,067	+71%	+$4.34M	0.76%	55
2014 Q1	$5.92M	Buy	+83,760	New	+$5.73M	0.49%	53

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

Beaumont Financial Advisors's VNQ Position: Q2 2026 in Review

Beaumont Financial Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 12,895 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #147.

Beaumont Financial Advisors first reported a position in VNQ in Q1 2014 and has held it in 50 quarters since. The position peaked at $13.2M in Q2 2016. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Beaumont Financial Advisors held 12,895 shares of Vanguard Real Estate ETF worth $1.24M as of Q2 2026.
Beaumont Financial Advisors left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.08% of Beaumont Financial Advisors's portfolio in Q2 2026, its #147 holding.
Beaumont Financial Advisors first reported a position in Vanguard Real Estate ETF in Q1 2014 and has held it in 50 quarters since.
Beaumont Financial Advisors's Vanguard Real Estate ETF position peaked at $13.2M in Q2 2016.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.