BIP Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

BIP Wealth’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	$647K	Sell	7,292 -659	-8%	-$60.4K	0.03%	256
2025 Q4	$704K	Sell	7,951 -29	-0.4%	-$2.61K	0.02%	250
2025 Q3	$730K	Sell	7,980 -196	-2%	-$17.8K	0.04%	145
2025 Q2	$728K	Sell	8,176 -517	-6%	-$45.6K	0.04%	125
2025 Q1	$787K	Buy	8,693 +774	+10%	+$70.3K	0.05%	118
2024 Q4	$705K	Sell	7,919 -43	-0.5%	-$4.06K	0.05%	128
2024 Q3	$776K	Buy	7,962 +2,551	+47%	+$235K	0.05%	104
2024 Q2	$453K	Sell	5,411 -537	-9%	-$44.3K	0.04%	122
2024 Q1	$514K	Sell	5,948 -1,152	-16%	-$98.4K	0.04%	122
2023 Q4	$627K	Sell	7,100 -118	-2%	-$9.35K	0.05%	99
2023 Q3	$546K	Sell	7,218 -1,917	-21%	-$158K	0.05%	101
2023 Q2	$763K	Sell	9,135 -4,471	-33%	-$366K	0.06%	86
2023 Q1	$1.13M	Buy	+13,606	New	+$1.17M	0.12%	74

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

BIP Wealth's VNQ Position: Q1 2026 in Review

BIP Wealth reduced its Vanguard Real Estate ETF (VNQ) stake by 8.3% in Q1 2026, selling an estimated $60.4K and leaving 7,292 shares worth $647K. The position accounts for 0.03% of the portfolio, ranked #256.

BIP Wealth first reported a position in VNQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.13M in Q1 2023. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

BIP Wealth held 7,292 shares of Vanguard Real Estate ETF worth $647K as of Q1 2026.
BIP Wealth sold 659 Vanguard Real Estate ETF shares in Q1 2026, an estimated $60.4K.
Vanguard Real Estate ETF made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #256 holding.
BIP Wealth first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's Vanguard Real Estate ETF position peaked at $1.13M in Q1 2023.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.