Beckerman Institutional’s Vanguard Real Estate ETF VNQ Stock Holding History

Beckerman Institutional’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	$394K	Hold	4,089	–	–	0.19%	101
2026 Q1	$363K	Buy	4,089 +88	+2%	+$8.07K	0.19%	95
2025 Q4	$354K	Hold	4,001	–	–	0.2%	96
2025 Q3	$366K	Buy	4,001 +1	+0%	+$91	0.22%	87
2025 Q2	$356K	Hold	4,000	–	–	0.24%	81
2025 Q1	$362K	Buy	4,000 +182	+5%	+$16.5K	0.26%	80
2024 Q4	$340K	Buy	3,818 +600	+19%	+$56.7K	0.27%	78
2024 Q3	$313K	Buy	+3,218	New	+$296K	0.26%	80

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

Beckerman Institutional's VNQ Position: Q2 2026 in Review

Beckerman Institutional held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 4,089 shares worth $394K. The position accounts for 0.19% of the portfolio, ranked #101.

Beckerman Institutional first reported a position in VNQ in Q3 2024 and has held it in 8 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Beckerman Institutional held 4,089 shares of Vanguard Real Estate ETF worth $394K as of Q2 2026.
Beckerman Institutional left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.19% of Beckerman Institutional's portfolio in Q2 2026, its #101 holding.
Beckerman Institutional first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.