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Berman McAleer’s Vanguard Real Estate ETF VNQ Stock Holding History

Berman McAleer’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 		$436K Sell
4,524
-3,855
-46% -$368K 0.05% 113
2026
Q1 		$743K Sell
8,379
-600
-7% -$55K 0.1% 78
2025
Q4 		$795K Hold
8,979
– – 0.11% 73
2025
Q3 		$821K Buy
+8,979
New +$814K 0.11% 66

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Berman McAleer's VNQ Position: Q2 2026 in Review

Berman McAleer reduced its Vanguard Real Estate ETF (VNQ) stake by 46% in Q2 2026, selling an estimated $368K and leaving 4,524 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #113.

Berman McAleer first reported a position in VNQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $821K in Q3 2025. 1,796 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Berman McAleer held 4,524 shares of Vanguard Real Estate ETF worth $436K as of Q2 2026.
  • Berman McAleer sold 3,855 Vanguard Real Estate ETF shares in Q2 2026, an estimated $368K.
  • Vanguard Real Estate ETF made up 0.05% of Berman McAleer's portfolio in Q2 2026, its #113 holding.
  • Berman McAleer first reported a position in Vanguard Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's Vanguard Real Estate ETF position peaked at $821K in Q3 2025.
  • 1,796 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.