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VNQ icon

Birchcreek Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Birchcreek Wealth Management’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 		$320K Buy
3,319
+225
+7% +$21.5K 0.12% 105
2026
Q1 		$274K Buy
3,094
+32
+1% +$2.93K 0.13% 98
2025
Q4 		$271K Buy
3,062
+57
+2% +$5.12K 0.13% 97
2025
Q3 		$275K Buy
3,005
+162
+6% +$14.7K 0.14% 94
2025
Q2 		$253K Hold
2,843
– – 0.14% 95
2025
Q1 		$257K Sell
2,843
-199
-7% -$18.1K 0.16% 95
2024
Q4 		$271K Buy
3,042
+2
+0.1% +$189 0.17% 98
2024
Q3 		$296K Sell
3,040
-162
-5% -$14.9K 0.19% 91
2024
Q2 		$268K Buy
3,202
+58
+2% +$4.79K 0.15% 119
2024
Q1 		$272K Sell
3,144
-17
-0.5% -$1.45K 0.14% 124
2023
Q4 		$279K Buy
3,161
+2
+0.1% +$159 0.17% 108
2023
Q3 		$239K Hold
3,159
– – 0.16% 115
2023
Q2 		$264K Sell
3,159
-508
-14% -$41.6K 0.18% 113
2023
Q1 		$305K Sell
3,667
-761
-17% -$65.4K 0.24% 100
2022
Q4 		$365K Buy
4,428
+767
+21% +$63.6K 0.32% 76
2022
Q3 		$294K Buy
3,661
+181
+5% +$16.9K 0.27% 88
2022
Q2 		$317K Buy
3,480
+545
+19% +$54.3K 0.28% 80
2022
Q1 		$318K Sell
2,935
-139
-5% -$14.7K 0.28% 80
2021
Q4 		$357K Sell
3,074
-89
-3% -$9.72K 0.31% 75
2021
Q3 		$322K Sell
3,163
-153
-5% -$16.2K 0.3% 74
2021
Q2 		$338K Sell
3,316
-62
-2% -$6.15K 0.33% 70
2021
Q1 		$310K Sell
3,378
-950
-22% -$83.5K 0.33% 72
2020
Q4 		$367K Buy
+4,328
New +$359K 0.36% 64

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

Birchcreek Wealth Management's VNQ Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 7.3% in Q2 2026, buying an estimated $21.5K and bringing the position to 3,319 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #105.

Birchcreek Wealth Management first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $367K in Q4 2020. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Birchcreek Wealth Management held 3,319 shares of Vanguard Real Estate ETF worth $320K as of Q2 2026.
  • Birchcreek Wealth Management bought 225 Vanguard Real Estate ETF shares in Q2 2026, an estimated $21.5K.
  • Vanguard Real Estate ETF made up 0.12% of Birchcreek Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Birchcreek Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • Birchcreek Wealth Management's Vanguard Real Estate ETF position peaked at $367K in Q4 2020.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.