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Benchmark Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Benchmark Investment 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
Q1 		$643K Buy
+7,245
New +$664K 0.37% 48
2025
Q3 		$691K Buy
+7,556
New +$685K 0.4% 47
2025
Q1 		$980K Sell
10,824
-586
-5% -$53.2K 0.64% 43
2024
Q4 		$1.02M Sell
11,410
-510
-4% -$48.2K 0.66% 40
2024
Q3 		$1.16M Buy
11,920
+2,866
+32% +$264K 0.83% 37
2024
Q2 		$758K Sell
9,054
-1,127
-11% -$93.1K 0.55% 43
2024
Q1 		$880K Buy
10,181
+7,274
+250% +$621K 0.69% 41
2023
Q4 		$257K Sell
2,907
-2,964
-50% -$235K 0.24% 78
2023
Q3 		$444K Sell
5,871
-1,909
-25% -$157K 0.45% 56
2023
Q2 		$650K Sell
7,780
-13,057
-63% -$1.07M 0.6% 48
2023
Q1 		$1.73M Sell
20,837
-402
-2% -$34.5K 1.78% 20
2022
Q4 		$1.75M Sell
21,239
-220
-1% -$18.2K 1.85% 18
2022
Q3 		$1.72M Sell
21,459
-403
-2% -$37.7K 1.85% 18
2022
Q2 		$1.99M Buy
21,862
+6,250
+40% +$623K 2.08% 13
2022
Q1 		$1.69M Sell
15,612
-841
-5% -$89K 1.27% 26
2021
Q4 		$1.91M Buy
+16,453
New +$1.8M 1.57% 18

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

Benchmark Investment Advisors's VNQ Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 7,245 shares worth $643K. The stake represents 0.37% of the portfolio and ranks #48 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in VNQ as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in VNQ in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.99M in Q2 2022. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Benchmark Investment Advisors held 7,245 shares of Vanguard Real Estate ETF worth $643K as of Q1 2026.
  • Vanguard Real Estate ETF was a new Benchmark Investment Advisors position in Q1 2026.
  • Vanguard Real Estate ETF made up 0.37% of Benchmark Investment Advisors's portfolio in Q1 2026, its #48 holding.
  • Benchmark Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 16 quarters since.
  • Benchmark Investment Advisors's Vanguard Real Estate ETF position peaked at $1.99M in Q2 2022.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.