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Bleakley Financial Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Bleakley Financial Group’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 		$3.2M Sell
33,187
-3,647
-10% -$349K 0.04% 350
2026
Q1 		$3.27M Buy
36,834
+21,593
+142% +$1.98M 0.05% 279
2025
Q4 		$1.35M Buy
15,241
+2,391
+19% +$215K 0.02% 418
2025
Q3 		$1.17M Sell
12,850
-6,578
-34% -$597K 0.03% 380
2025
Q2 		$1.73M Buy
19,428
+3,304
+20% +$291K 0.04% 295
2025
Q1 		$1.46M Sell
16,124
-7,510
-32% -$682K 0.05% 287
2024
Q4 		$2.11M Buy
23,634
+3,930
+20% +$371K 0.06% 250
2024
Q3 		$1.92M Sell
19,704
-1,755
-8% -$162K 0.06% 261
2024
Q2 		$1.8M Sell
21,459
-2,563
-11% -$212K 0.05% 293
2024
Q1 		$2.08M Buy
24,022
+8,233
+52% +$703K 0.06% 288
2023
Q4 		$1.4M Sell
15,789
-11,527
-42% -$914K 0.04% 334
2023
Q3 		$2.07M Buy
27,316
+15,918
+140% +$1.31M 0.07% 256
2023
Q2 		$952K Buy
11,398
+261
+2% +$21.4K 0.03% 411
2023
Q1 		$925K Buy
11,137
+1,865
+20% +$160K 0.03% 404
2022
Q4 		$765K Buy
+9,272
New +$769K 0.03% 436

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

Bleakley Financial Group's VNQ Position: Q2 2026 in Review

Bleakley Financial Group reduced its Vanguard Real Estate ETF (VNQ) stake by 9.9% in Q2 2026, selling an estimated $349K and leaving 33,187 shares worth $3.2M. The position accounts for 0.04% of the portfolio, ranked #350.

Bleakley Financial Group first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.27M in Q1 2026. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Bleakley Financial Group held 33,187 shares of Vanguard Real Estate ETF worth $3.2M as of Q2 2026.
  • Bleakley Financial Group sold 3,647 Vanguard Real Estate ETF shares in Q2 2026, an estimated $349K.
  • Vanguard Real Estate ETF made up 0.04% of Bleakley Financial Group's portfolio in Q2 2026, its #350 holding.
  • Bleakley Financial Group first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Vanguard Real Estate ETF position peaked at $3.27M in Q1 2026.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.