Bellevue Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Bellevue Asset Management’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	$45.1K	Hold	467	–	–	0.02%	180
2026 Q1	$41.5K	Hold	467	–	–	0.02%	176
2025 Q4	$41.3K	Buy	467 +1	+0.2%	+$90	0.01%	173
2025 Q3	$42.7K	Sell	466 -600	-56%	-$54.4K	0.02%	174
2025 Q2	$95K	Hold	1,066	–	–	0.05%	110
2025 Q1	$96.6K	Hold	1,066	–	–	0.05%	103
2024 Q4	$95K	Hold	1,066	–	–	0.05%	104
2024 Q3	$104K	Hold	1,066	–	–	0.05%	101
2024 Q2	$89.3K	Hold	1,066	–	–	0.05%	102
2024 Q1	$92.2K	Hold	1,066	–	–	0.05%	100
2023 Q4	$94.2K	Hold	1,066	–	–	0.08%	94
2023 Q3	$80.7K	Hold	1,066	–	–	0.05%	97
2023 Q2	$89.1K	Sell	1,066 -20	-2%	-$1.64K	0.06%	97
2023 Q1	$90.2K	Hold	1,086	–	–	0.06%	98
2022 Q4	$88.8K	Buy	1,086 +549	+102%	+$45.5K	0.07%	102
2022 Q3	$44K	Sell	537 -49	-8%	-$4.58K	0.03%	164
2022 Q2	$54K	Hold	586	–	–	0.04%	148
2022 Q1	$64K	Sell	586 -15	-2%	-$1.59K	0.04%	147
2021 Q4	$70K	Sell	601 -80	-12%	-$8.74K	0.04%	145
2021 Q3	$70K	Sell	681 -44	-6%	-$4.67K	0.04%	149
2021 Q2	$74K	Hold	725	–	–	0.05%	148
2021 Q1	$67K	Sell	725 -535	-42%	-$47K	0.04%	152
2020 Q4	$99K	Hold	1,260	–	–	0.06%	115
2020 Q3	$99K	Sell	1,260 -48	-4%	-$3.85K	0.07%	108
2020 Q2	$103K	Hold	1,308	–	–	0.11%	107
2020 Q1	$98K	Sell	1,308 -303	-19%	-$26.6K	0.1%	108
2019 Q4	$149K	Buy	+1,611	New	+$149K	0.12%	85

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

Bellevue Asset Management's VNQ Position: Q2 2026 in Review

Bellevue Asset Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 467 shares worth $45.1K. The position accounts for 0.02% of the portfolio, ranked #180.

Bellevue Asset Management first reported a position in VNQ in Q4 2019 and has held it in 27 quarters since. The position peaked at $149K in Q4 2019. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Bellevue Asset Management held 467 shares of Vanguard Real Estate ETF worth $45.1K as of Q2 2026.
Bellevue Asset Management left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #180 holding.
Bellevue Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Vanguard Real Estate ETF position peaked at $149K in Q4 2019.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.