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VNQ icon

Box Hill Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

Box Hill Private Wealth’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 		$421K Sell
4,699
-1,253
-21% -$121K 0.31% 49
2026
Q2 		$574K Buy
5,952
+31
+0.5% +$2.96K 0.46% 37
2026
Q1 		$525K Sell
5,921
-11,059
-65% -$1.01M 0.52% 30
2025
Q4 		$1.5M Buy
+16,980
New +$1.53M 1.52% 19

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

Box Hill Private Wealth's VNQ Position: Q3 2026 in Review

Box Hill Private Wealth reduced its Vanguard Real Estate ETF (VNQ) stake by 21% in Q3 2026, selling an estimated $121K and leaving 4,699 shares worth $421K. The position accounts for 0.31% of the portfolio, ranked #49.

Box Hill Private Wealth first reported a position in VNQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.5M in Q4 2025. 110 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Box Hill Private Wealth held 4,699 shares of Vanguard Real Estate ETF worth $421K as of Q3 2026.
  • Box Hill Private Wealth sold 1,253 Vanguard Real Estate ETF shares in Q3 2026, an estimated $121K.
  • Vanguard Real Estate ETF made up 0.31% of Box Hill Private Wealth's portfolio in Q3 2026, its #49 holding.
  • Box Hill Private Wealth first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 4 quarters since.
  • Box Hill Private Wealth's Vanguard Real Estate ETF position peaked at $1.5M in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.