BDF
VNQ icon

Black Diamond Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Black Diamond Financial’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 		$5.14M Buy
53,345
+3,784
+8% +$362K 0.45% 40
2026
Q1 		$4.4M Buy
49,561
+509
+1% +$46.7K 0.48% 39
2025
Q4 		$4.34M Buy
49,052
+1,487
+3% +$134K 0.46% 41
2025
Q3 		$4.35M Buy
47,565
+8,250
+21% +$748K 0.49% 41
2025
Q2 		$3.5M Sell
39,315
-6,506
-14% -$574K 0.54% 37
2025
Q1 		$4.15M Buy
45,821
+864
+2% +$78.4K 0.62% 38
2024
Q4 		$4M Buy
44,957
+3,485
+8% +$329K 0.6% 40
2024
Q3 		$4.04M Buy
41,472
+4,892
+13% +$450K 0.69% 35
2024
Q2 		$3.06M Sell
36,580
-1,564
-4% -$129K 0.59% 39
2024
Q1 		$3.37M Hold
38,144
– – 0.91% 27
2023
Q4 		$3.37M Buy
38,144
+1,301
+4% +$103K 0.91% 27
2023
Q3 		$2.79M Buy
36,843
+401
+1% +$33.1K 0.86% 28
2023
Q2 		$3.05M Sell
36,442
-954
-3% -$78.2K 0.9% 27
2023
Q1 		$3.11M Buy
37,396
+126
+0.3% +$10.8K 1.02% 25
2022
Q4 		$3.07M Buy
37,270
+4,238
+13% +$351K 1.11% 25
2022
Q3 		$2.65M Buy
33,032
+5,293
+19% +$495K 1.07% 25
2022
Q2 		$2.53M Buy
27,739
+2,481
+10% +$247K 1% 26
2022
Q1 		$2.74M Sell
25,258
-1,197
-5% -$127K 0.86% 26
2021
Q4 		$3.07M Buy
26,455
+5,446
+26% +$595K 1.03% 21
2021
Q3 		$2.14M Sell
21,009
-8,662
-29% -$919K 1.03% 22
2021
Q2 		$3.02M Sell
29,671
-557
-2% -$55.2K 1.18% 19
2021
Q1 		$2.78M Sell
30,228
-331
-1% -$29.1K 1.18% 18
2020
Q4 		$2.6M Sell
30,559
-692
-2% -$57.4K 1.19% 20
2020
Q3 		$2.47M Buy
31,251
+4,910
+19% +$394K 1.38% 17
2020
Q2 		$2.07M Buy
26,341
+2,653
+11% +$201K 1.35% 18
2020
Q1 		$1.66M Buy
23,688
+3,730
+19% +$328K 1.26% 24
2019
Q4 		$1.85M Buy
19,958
+1,760
+10% +$163K 1.34% 24
2019
Q3 		$1.7M Buy
18,198
+1,839
+11% +$167K 1.25% 25
2019
Q2 		$1.43M Buy
16,359
+2,591
+19% +$227K 1.22% 25
2019
Q1 		$1.2M Buy
13,768
+2,232
+19% +$184K 1.07% 28
2018
Q4 		$858K Buy
+11,536
New +$909K 0.68% 35

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

Black Diamond Financial's VNQ Position: Q2 2026 in Review

Black Diamond Financial increased its Vanguard Real Estate ETF (VNQ) stake by 7.6% in Q2 2026, buying an estimated $362K and bringing the position to 53,345 shares worth $5.14M. The position accounts for 0.45% of the portfolio, ranked #40.

Black Diamond Financial first reported a position in VNQ in Q4 2018 and has held it in 31 quarters since. 1,800 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Black Diamond Financial held 53,345 shares of Vanguard Real Estate ETF worth $5.14M as of Q2 2026.
  • Black Diamond Financial bought 3,784 Vanguard Real Estate ETF shares in Q2 2026, an estimated $362K.
  • Vanguard Real Estate ETF made up 0.45% of Black Diamond Financial's portfolio in Q2 2026, its #40 holding.
  • Black Diamond Financial first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,800 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.