Broadview Financial Management’s Vanguard Real Estate ETF VNQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.61M | Buy |
29,456
+93
| +0.3% | +$8.53K | 1.78% | 16 |
|
|
2025
Q4 | $2.6M | Buy |
29,363
+623
| +2% | +$56K | 1.74% | 16 |
|
|
2025
Q3 | $2.63M | Sell |
28,740
-1,517
| -5% | -$138K | 1.77% | 15 |
|
|
2025
Q2 | $2.69M | Buy |
30,257
+154
| +0.5% | +$13.6K | 1.83% | 15 |
|
|
2025
Q1 | $2.73M | Buy |
30,103
+397
| +1% | +$36K | 2.03% | 14 |
|
|
2024
Q4 | $2.65M | Sell |
29,706
-70
| -0.2% | -$6.61K | 1.89% | 16 |
|
|
2024
Q3 | $2.9M | Sell |
29,776
-475
| -2% | -$43.7K | 1.96% | 15 |
|
|
2024
Q2 | $2.53M | Sell |
30,251
-495
| -2% | -$40.9K | 1.85% | 15 |
|
|
2024
Q1 | $2.66M | Sell |
30,746
-51
| -0.2% | -$4.36K | 1.94% | 15 |
|
|
2023
Q4 | $2.72M | Sell |
30,797
-7,413
| -19% | -$588K | 2.1% | 14 |
|
|
2023
Q3 | $2.89M | Sell |
38,210
-918
| -2% | -$75.7K | 2.67% | 11 |
|
|
2023
Q2 | $3.27M | Sell |
39,128
-312
| -0.8% | -$25.6K | 2.79% | 11 |
|
|
2023
Q1 | $3.28M | Buy |
39,440
+1,747
| +5% | +$150K | 2.86% | 11 |
|
|
2022
Q4 | $3.11M | Buy |
37,693
+2,496
| +7% | +$207K | 2.79% | 11 |
|
|
2022
Q3 | $2.82M | Buy |
35,197
+302
| +0.9% | +$28.2K | 2.83% | 11 |
|
|
2022
Q2 | $3.18M | Sell |
34,895
-932
| -3% | -$92.9K | 2.96% | 11 |
|
|
2022
Q1 | $3.88M | Sell |
35,827
-797
| -2% | -$84.3K | 2.88% | 11 |
|
|
2021
Q4 | $4.25M | Sell |
36,624
-73
| -0.2% | -$7.97K | 3.03% | 10 |
|
|
2021
Q3 | $3.73M | Buy |
36,697
+318
| +0.9% | +$33.7K | 2.89% | 11 |
|
|
2021
Q2 | $3.7M | Sell |
36,379
-7,309
| -17% | -$725K | 2.79% | 11 |
|
|
2021
Q1 | $4.01M | Buy |
43,688
+208
| +0.5% | +$18.3K | 3.12% | 11 |
|
|
2020
Q4 | $3.69M | Buy |
43,480
+1,737
| +4% | +$144K | 2.83% | 11 |
|
|
2020
Q3 | $3.3M | Sell |
41,743
-1,501
| -3% | -$120K | 2.78% | 11 |
|
|
2020
Q2 | $3.4M | Buy |
43,244
+4,997
| +13% | +$379K | 2.72% | 12 |
|
|
2020
Q1 | $2.67M | Buy |
38,247
+4,436
| +13% | +$390K | 2.39% | 13 |
|
|
2019
Q4 | $3.14M | Sell |
33,811
-748
| -2% | -$69.3K | 2.18% | 14 |
|
|
2019
Q3 | $3.22M | Buy |
34,559
+2,814
| +9% | +$255K | 2.39% | 13 |
|
|
2019
Q2 | $2.77M | Buy |
31,745
+1,233
| +4% | +$108K | 2.09% | 14 |
|
|
2019
Q1 | $2.65M | Buy |
30,512
+3,079
| +11% | +$254K | 2.07% | 14 |
|
|
2018
Q4 | $2.05M | Sell |
27,433
-8,146
| -23% | -$642K | 1.82% | 15 |
|
|
2018
Q3 | $2.87M | Buy |
35,579
+159
| +0.4% | +$13.1K | 2.58% | 11 |
|
|
2018
Q2 | $2.88M | Sell |
35,420
-617
| -2% | -$47.8K | 2.82% | 11 |
|
|
2018
Q1 | $2.72M | Buy |
36,037
+544
| +2% | +$41.6K | 2.69% | 11 |
|
|
2017
Q4 | $2.94M | Buy |
+35,493
| New | +$2.97M | 2.86% | 11 |
|
Other funds holding VNQ
Broadview Financial Management's VNQ Position: Q1 2026 in Review
Broadview Financial Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.32% in Q1 2026, buying an estimated $8.53K and bringing the position to 29,456 shares worth $2.61M. The position accounts for 1.78% of the portfolio, ranked #16.
Broadview Financial Management first reported a position in VNQ in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.25M in Q4 2021. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.
- Broadview Financial Management held 29,456 shares of Vanguard Real Estate ETF worth $2.61M as of Q1 2026.
- Broadview Financial Management bought 93 Vanguard Real Estate ETF shares in Q1 2026, an estimated $8.53K.
- Vanguard Real Estate ETF made up 1.78% of Broadview Financial Management's portfolio in Q1 2026, its #16 holding.
- Broadview Financial Management first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 34 quarters since.
- Broadview Financial Management's Vanguard Real Estate ETF position peaked at $4.25M in Q4 2021.
- 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.
Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.