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Biltmore Family Office’s Vanguard Real Estate ETF VNQ Stock Holding History

Biltmore Family Office’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 		$5.77M Buy
65,100
+2,217
+4% +$203K 0.81% 25
2025
Q4 		$5.56M Buy
62,883
+13,911
+28% +$1.25M 0.77% 29
2025
Q3 		$4.48M Buy
48,972
+1,836
+4% +$167K 0.64% 32
2025
Q2 		$4.2M Buy
47,136
+7,604
+19% +$671K 0.71% 26
2025
Q1 		$3.58M Buy
39,532
+2,087
+6% +$189K 0.61% 31
2024
Q4 		$3.34M Sell
37,445
-85
-0.2% -$8.03K 0.56% 33
2024
Q3 		$3.69M Sell
37,530
-85
-0.2% -$7.83K 0.63% 30
2024
Q2 		$3.19M Sell
37,615
-5,730
-13% -$473K 0.59% 31
2024
Q1 		$3.75M Sell
43,345
-6,172
-12% -$527K 0.74% 23
2023
Q4 		$4.38M Sell
49,517
-33,183
-40% -$2.63M 0.9% 17
2023
Q3 		$6.32M Buy
82,700
+8
+0% +$660 1.43% 8
2023
Q2 		$6.99M Buy
82,692
+1,129
+1% +$92.5K 1.48% 7
2023
Q1 		$6.77M Buy
81,563
+160
+0.2% +$13.7K 1.43% 7
2022
Q4 		$6.71M Buy
81,403
+80,091
+6,104% +$6.64M 1.38% 8
2022
Q3 		$105K Sell
1,312
-159
-11% -$14.9K 0.02% 173
2022
Q2 		$134K Hold
1,471
– – 0.03% 169
2022
Q1 		$159K Sell
1,471
-198
-12% -$21K 0.03% 177
2021
Q4 		$194K Buy
1,669
+1,086
+186% +$119K 0.04% 191
2021
Q3 		$59K Buy
583
+53
+10% +$5.62K 0.01% 182
2021
Q2 		$54K Buy
530
+17
+3% +$1.69K 0.02% 166
2021
Q1 		$47K Hold
513
– – 0.01% 159
2020
Q4 		$44K Hold
513
– – 0.01% 160
2020
Q3 		$41K Buy
513
+3
+0.6% +$241 0.02% 143
2020
Q2 		$40K Hold
510
– – 0.02% 154
2020
Q1 		$36K Sell
510
-284
-36% -$24.9K 0.02% 148
2019
Q4 		$74K Buy
794
+284
+56% +$26.3K 0.03% 174
2019
Q3 		$48K Hold
510
– – 0.02% 155
2019
Q2 		$45K Buy
+510
New +$44.6K 0.02% 146

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

Biltmore Family Office's VNQ Position: Q1 2026 in Review

Biltmore Family Office increased its Vanguard Real Estate ETF (VNQ) stake by 3.5% in Q1 2026, buying an estimated $203K and bringing the position to 65,100 shares worth $5.77M. The position accounts for 0.81% of the portfolio, ranked #25.

Biltmore Family Office first reported a position in VNQ in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.99M in Q2 2023. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Biltmore Family Office held 65,100 shares of Vanguard Real Estate ETF worth $5.77M as of Q1 2026.
  • Biltmore Family Office bought 2,217 Vanguard Real Estate ETF shares in Q1 2026, an estimated $203K.
  • Vanguard Real Estate ETF made up 0.81% of Biltmore Family Office's portfolio in Q1 2026, its #25 holding.
  • Biltmore Family Office first reported a position in Vanguard Real Estate ETF in Q2 2019 and has held it in 28 quarters since.
  • Biltmore Family Office's Vanguard Real Estate ETF position peaked at $6.99M in Q2 2023.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.