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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
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

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

BOS Asset Management's VNQ Position: Q2 2026 in Review

BOS Asset Management increased its Vanguard Real Estate ETF (VNQ) stake by 6.2% in Q2 2026, buying an estimated $288K and bringing the position to 52,025 shares worth $5.02M. The position accounts for 1.16% of the portfolio, ranked #26.

BOS Asset Management first reported a position in VNQ in Q3 2023 and has held it in 11 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • BOS Asset Management held 52,025 shares of Vanguard Real Estate ETF worth $5.02M as of Q2 2026.
  • BOS Asset Management bought 3,018 Vanguard Real Estate ETF shares in Q2 2026, an estimated $288K.
  • Vanguard Real Estate ETF made up 1.16% of BOS Asset Management's portfolio in Q2 2026, its #26 holding.
  • BOS Asset Management first reported a position in Vanguard Real Estate ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.