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

BKM 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
Q1 		$2.09M Buy
23,613
+2,043
+9% +$187K 0.76% 38
2025
Q4 		$1.91M Buy
21,570
+1,367
+7% +$123K 0.7% 42
2025
Q3 		$1.85M Buy
20,203
+1,230
+6% +$112K 0.68% 46
2025
Q2 		$1.69M Buy
18,973
+78
+0.4% +$6.88K 0.66% 49
2025
Q1 		$1.71M Buy
18,895
+547
+3% +$49.6K 0.7% 46
2024
Q4 		$1.63M Hold
18,348
– – 0.67% 45
2024
Q3 		$1.79M Sell
18,348
-78
-0.4% -$7.18K 0.73% 36
2024
Q2 		$1.54M Buy
18,426
+1,773
+11% +$146K 0.74% 42
2024
Q1 		$1.44M Buy
16,653
+1,707
+11% +$146K 0.62% 46
2023
Q4 		$1.32M Buy
+14,946
New +$1.18M 0.56% 49

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

BKM Wealth Management's VNQ Position: Q1 2026 in Review

BKM Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 9.5% in Q1 2026, buying an estimated $187K and bringing the position to 23,613 shares worth $2.09M. The position accounts for 0.76% of the portfolio, ranked #38.

BKM Wealth Management first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • BKM Wealth Management held 23,613 shares of Vanguard Real Estate ETF worth $2.09M as of Q1 2026.
  • BKM Wealth Management bought 2,043 Vanguard Real Estate ETF shares in Q1 2026, an estimated $187K.
  • Vanguard Real Estate ETF made up 0.76% of BKM Wealth Management's portfolio in Q1 2026, its #38 holding.
  • BKM Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.