Boltwood Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Boltwood Capital 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	$546K	Buy	5,660 +4	+0.1%	+$382	0.13%	131
2026 Q1	$502K	Hold	5,656	–	–	0.13%	129
2025 Q4	$500K	Hold	5,656	–	–	0.13%	127
2025 Q3	$517K	Hold	5,656	–	–	0.14%	126
2025 Q2	$504K	Hold	5,656	–	–	0.14%	126
2025 Q1	$512K	Hold	5,656	–	–	0.16%	118
2024 Q4	$504K	Sell	5,656 -100	-2%	-$9.45K	0.15%	114
2024 Q3	$561K	Buy	5,756 +100	+2%	+$9.21K	0.17%	107
2024 Q2	$474K	Buy	5,656 +231	+4%	+$19.1K	0.15%	117
2024 Q1	$469K	Hold	5,425	–	–	0.15%	118
2023 Q4	$479K	Hold	5,425	–	–	0.16%	115
2023 Q3	$410K	Sell	5,425 -25	-0.5%	-$2.06K	0.15%	112
2023 Q2	$455K	Sell	5,450 -610	-10%	-$50K	0.16%	113
2023 Q1	$503K	Hold	6,060	–	–	0.19%	104
2022 Q4	$500K	Sell	6,060 -35	-0.6%	-$2.9K	0.2%	101
2022 Q3	$489K	Hold	6,095	–	–	0.22%	97
2022 Q2	$555K	Sell	6,095 -28	-0.5%	-$2.79K	0.24%	99
2022 Q1	$664K	Hold	6,123	–	–	0.26%	95
2021 Q4	$710K	Hold	6,123	–	–	0.26%	93
2021 Q3	$623K	Hold	6,123	–	–	0.25%	99
2021 Q2	$623K	Hold	6,123	–	–	0.26%	100
2021 Q1	$562K	Hold	6,123	–	–	0.25%	99
2020 Q4	$520K	Hold	6,123	–	–	0.25%	97
2020 Q3	$483K	Sell	6,123 -25	-0.4%	-$2.01K	0.27%	96
2020 Q2	$483K	Hold	6,148	–	–	0.29%	88
2020 Q1	$429K	Sell	6,148 -22	-0.4%	-$1.93K	0.3%	87
2019 Q4	$573K	Hold	6,170	–	–	0.32%	90
2019 Q3	$575K	Hold	6,170	–	–	0.36%	85
2019 Q2	$539K	Sell	6,170 -48	-0.8%	-$4.2K	0.34%	86
2019 Q1	$540K	Hold	6,218	–	–	0.35%	84
2018 Q4	$463K	Sell	6,218 -100	-2%	-$7.88K	0.32%	88
2018 Q3	$509K	Hold	6,318	–	–	0.3%	97
2018 Q2	$514K	Sell	6,318 -48	-0.8%	-$3.72K	0.33%	93
2018 Q1	$480K	Hold	6,366	–	–	0.33%	94
2017 Q4	$528K	Sell	6,366 -118	-2%	-$9.89K	0.32%	90
2017 Q3	$538K	Hold	6,484	–	–	0.35%	86
2017 Q2	$539K	Hold	6,484	–	–	0.36%	84
2017 Q1	$535K	Hold	6,484	–	–	0.37%	82
2016 Q4	$535K	Sell	6,484 -165	-2%	-$13.4K	0.41%	78
2016 Q3	$576K	Hold	6,649	–	–	0.46%	71
2016 Q2	$590K	Sell	6,649 -40	-0.6%	-$3.36K	0.49%	68
2016 Q1	$561K	Hold	6,689	–	–	0.49%	68
2015 Q4	$533K	Sell	6,689 -120	-2%	-$9.5K	0.49%	63
2015 Q3	$514K	Buy	6,809 +40	+0.6%	+$3.07K	0.55%	58
2015 Q2	$506K	Buy	6,769 +262	+4%	+$20.9K	0.5%	63
2015 Q1	$549K	Hold	6,507	–	–	0.16%	75
2014 Q4	$527K	Sell	6,507 -5	-0.1%	-$392	0.15%	77
2014 Q3	$468K	Buy	6,512 +165	+3%	+$12.5K	0.14%	78
2014 Q2	$475K	Hold	6,347	–	–	0.14%	78
2014 Q1	$448K	Sell	6,347 -105	-2%	-$7.19K	0.14%	74
2013 Q4	$417K	Hold	6,452	–	–	0.14%	74
2013 Q3	$427K	Buy	6,452 +100	+2%	+$6.8K	0.15%	69
2013 Q2	$437K	Buy	+6,352	New	+$461K	0.18%	67

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Boltwood Capital Management's VNQ Position: Q2 2026 in Review

Boltwood Capital Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.07% in Q2 2026, buying an estimated $382 and bringing the position to 5,660 shares worth $546K. The position accounts for 0.13% of the portfolio, ranked #131.

Boltwood Capital Management first reported a position in VNQ in Q2 2013 and has held it in 53 quarters since. The position peaked at $710K in Q4 2021. 621 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Boltwood Capital Management held 5,660 shares of Vanguard Real Estate ETF worth $546K as of Q2 2026.
Boltwood Capital Management bought 4 Vanguard Real Estate ETF shares in Q2 2026, an estimated $382.
Vanguard Real Estate ETF made up 0.13% of Boltwood Capital Management's portfolio in Q2 2026, its #131 holding.
Boltwood Capital Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
Boltwood Capital Management's Vanguard Real Estate ETF position peaked at $710K in Q4 2021.
621 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.