BEI
VNQ icon

Benjamin Edwards Inc’s Vanguard Real Estate ETF VNQ Stock Holding History

Benjamin Edwards Inc’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 		$538K Buy
6,065
+207
+4% +$19K 0.01% 973
2025
Q4 		$518K Buy
5,858
+1,694
+41% +$152K 0.01% 942
2025
Q3 		$381K Sell
4,164
-105
-2% -$9.52K ﹤0.01% 1012
2025
Q2 		$380K Buy
4,269
+22
+0.5% +$1.94K ﹤0.01% 932
2025
Q1 		$385K Sell
4,247
-132
-3% -$12K 0.01% 871
2024
Q4 		$390K Buy
4,379
+26
+0.6% +$2.46K 0.01% 910
2024
Q3 		$424K Buy
+4,353
New +$401K 0.01% 842
2022
Q1 		– Sell
-916
Closed -$106K – 757
2021
Q4 		$106K Sell
916
-361
-28% -$39.4K 0.03% 339
2021
Q3 		$130K Buy
+1,277
New +$135K 0.08% 212
2021
Q2 		– Sell
-7,333
Closed -$674K – 443
2021
Q1 		$674K Sell
7,333
-1
-0% -$88 0.51% 79
2020
Q4 		$623K Buy
7,334
+737
+11% +$61.1K 0.48% 82
2020
Q3 		$521K Buy
6,597
+599
+10% +$48.1K 0.43% 80
2020
Q2 		$471K Buy
5,998
+384
+7% +$29.1K 0.39% 87
2020
Q1 		$392K Buy
5,614
+1,755
+45% +$154K 0.41% 84
2019
Q4 		$358K Buy
3,859
+570
+17% +$52.8K 0.73% 35
2019
Q3 		$307K Buy
3,289
+275
+9% +$25K 0.66% 38
2019
Q2 		$263K Sell
3,014
-2,411
-44% -$211K 0.64% 37
2019
Q1 		$471K Buy
+5,425
New +$448K 2.25% 7

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

Benjamin Edwards Inc's VNQ Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Vanguard Real Estate ETF (VNQ) stake by 3.5% in Q1 2026, buying an estimated $19K and bringing the position to 6,065 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #973.

Benjamin Edwards Inc first reported a position in VNQ in Q1 2019 and has held it in 18 quarters since. The position peaked at $674K in Q1 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Benjamin Edwards Inc held 6,065 shares of Vanguard Real Estate ETF worth $538K as of Q1 2026.
  • Benjamin Edwards Inc bought 207 Vanguard Real Estate ETF shares in Q1 2026, an estimated $19K.
  • Vanguard Real Estate ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #973 holding.
  • Benjamin Edwards Inc first reported a position in Vanguard Real Estate ETF in Q1 2019 and has held it in 18 quarters since.
  • Benjamin Edwards Inc's Vanguard Real Estate ETF position peaked at $674K in Q1 2021.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.