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BOS Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

BOS Asset 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
Q3 		$4.85M Buy
54,114
+2,089
+4% +$202K 1.13% 24
2026
Q2 		$5.02M Buy
52,025
+3,018
+6% +$288K 1.16% 26
2026
Q1 		$4.35M Buy
49,007
+1,734
+4% +$159K 1.11% 24
2025
Q4 		$4.18M Buy
47,273
+3,525
+8% +$317K 1.12% 24
2025
Q3 		$4M Buy
43,748
+3,237
+8% +$294K 1.13% 23
2025
Q2 		$3.61M Buy
40,511
+907
+2% +$80K 1.15% 22
2025
Q1 		$3.59M Buy
39,604
+3,141
+9% +$285K 1.23% 21
2024
Q4 		$3.25M Buy
36,463
+1,731
+5% +$164K 1.16% 23
2024
Q3 		$3.38M Buy
34,732
+1,122
+3% +$103K 1.25% 18
2024
Q2 		$2.82M Buy
33,610
+5,927
+21% +$489K 1.3% 20
2024
Q1 		$2.39M Buy
+27,683
New +$2.37M 1.26% 21
2023
Q4 		– Sell
-4,503
Closed -$341K – 162
2023
Q3 		$341K Buy
+4,503
New +$371K 0.25% 90

Other funds holding VNQ

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
AA
Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

BOS Asset Management's VNQ Position: Q3 2026 in Review

BOS Asset Management increased its Vanguard Real Estate ETF (VNQ) stake by 4% in Q3 2026, buying an estimated $202K and bringing the position to 54,114 shares worth $4.85M. The position accounts for 1.13% of the portfolio, ranked #24.

BOS Asset Management first reported a position in VNQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.02M in Q2 2026. 110 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • BOS Asset Management held 54,114 shares of Vanguard Real Estate ETF worth $4.85M as of Q3 2026.
  • BOS Asset Management bought 2,089 Vanguard Real Estate ETF shares in Q3 2026, an estimated $202K.
  • Vanguard Real Estate ETF made up 1.13% of BOS Asset Management's portfolio in Q3 2026, its #24 holding.
  • BOS Asset Management first reported a position in Vanguard Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
  • BOS Asset Management's Vanguard Real Estate ETF position peaked at $5.02M in Q2 2026.
  • 110 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.