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VNQ icon

Brio Consultants’s Vanguard Real Estate ETF VNQ Stock Holding History

Brio Consultants’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
Q1 		$1.07M Sell
11,226
-443
-4% -$40.6K 0.13% 76
2025
Q4 		$1.03M Buy
11,669
+1,934
+20% +$174K 0.13% 73
2025
Q3 		$890K Sell
9,735
-576
-6% -$52.2K 0.12% 76
2025
Q2 		$918K Sell
10,311
-1,275
-11% -$112K 0.13% 70
2025
Q1 		$1.05M Buy
11,586
+293
+3% +$26.6K 0.16% 63
2024
Q4 		$1.01M Buy
11,293
+747
+7% +$70.6K 0.16% 62
2024
Q3 		$1.03M Sell
10,546
-987
-9% -$90.9K 0.16% 62
2024
Q2 		$966K Buy
11,533
+1,548
+16% +$128K 0.16% 61
2024
Q1 		$863K Sell
9,985
-55
-0.5% -$4.7K 0.15% 63
2023
Q4 		$887K Sell
10,040
-23,467
-70% -$1.86M 0.16% 60
2023
Q3 		$2.54M Sell
33,507
-2,479
-7% -$204K 0.48% 39
2023
Q2 		$3.01M Sell
35,986
-10,845
-23% -$888K 0.54% 38
2023
Q1 		$3.89M Sell
46,831
-48
-0.1% -$4.12K 0.72% 34
2022
Q4 		$3.87M Sell
46,879
-741
-2% -$61.4K 0.77% 34
2022
Q3 		$3.72M Buy
47,620
+10,788
+29% +$1.01M 0.79% 34
2022
Q2 		$3.35M Sell
36,832
-10,531
-22% -$1.05M 0.76% 28
2022
Q1 		$5.13M Buy
47,363
+8,141
+21% +$862K 1.09% 24
2021
Q4 		$4.55M Buy
39,222
+1,547
+4% +$169K 1.07% 20
2021
Q3 		$3.83M Buy
37,675
+603
+2% +$64K 0.93% 23
2021
Q2 		$3.77M Buy
37,072
+1,721
+5% +$171K 0.96% 24
2021
Q1 		$3.25M Buy
35,351
+2,129
+6% +$187K 0.96% 25
2020
Q4 		$2.82M Buy
33,222
+1,505
+5% +$125K 0.91% 26
2020
Q3 		$2.5M Buy
31,717
+4,205
+15% +$338K 0.76% 27
2020
Q2 		$2.16M Buy
27,512
+21,571
+363% +$1.64M 0.72% 26
2020
Q1 		$415K Sell
5,941
-401
-6% -$35.2K 0.17% 46
2019
Q4 		$588K Buy
6,342
+48
+0.8% +$4.45K 0.2% 45
2019
Q3 		$587K Buy
6,294
+427
+7% +$38.8K 0.22% 42
2019
Q2 		$513K Sell
5,867
-802
-12% -$70.2K 0.21% 43
2019
Q1 		$580K Buy
6,669
+128
+2% +$10.6K 0.26% 39
2018
Q4 		$488K Buy
+6,541
New +$515K 0.25% 39

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Brio Consultants's VNQ Position: Q1 2026 in Review

Brio Consultants reduced its Vanguard Real Estate ETF (VNQ) stake by 3.8% in Q1 2026, selling an estimated $40.6K and leaving 11,226 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #76.

Brio Consultants first reported a position in VNQ in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.13M in Q1 2022. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Brio Consultants held 11,226 shares of Vanguard Real Estate ETF worth $1.07M as of Q1 2026.
  • Brio Consultants sold 443 Vanguard Real Estate ETF shares in Q1 2026, an estimated $40.6K.
  • Vanguard Real Estate ETF made up 0.13% of Brio Consultants's portfolio in Q1 2026, its #76 holding.
  • Brio Consultants first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 30 quarters since.
  • Brio Consultants's Vanguard Real Estate ETF position peaked at $5.13M in Q1 2022.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.