BIG
VNQ icon

Brookwood Investment Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Brookwood Investment Group’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 		$481K Sell
4,992
-330
-6% -$31.5K 0.05% 309
2026
Q1 		$472K Buy
5,322
+1,781
+50% +$163K 0.06% 296
2025
Q4 		$313K Buy
3,541
+71
+2% +$6.38K 0.04% 383
2025
Q3 		$317K Sell
3,470
-407
-10% -$36.9K 0.04% 361
2025
Q2 		$345K Sell
3,877
-2,449
-39% -$216K 0.06% 307
2025
Q1 		$573K Buy
+6,326
New +$574K 0.1% 203

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

Brookwood Investment Group's VNQ Position: Q2 2026 in Review

Brookwood Investment Group reduced its Vanguard Real Estate ETF (VNQ) stake by 6.2% in Q2 2026, selling an estimated $31.5K and leaving 4,992 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #309.

Brookwood Investment Group first reported a position in VNQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $573K in Q1 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Brookwood Investment Group held 4,992 shares of Vanguard Real Estate ETF worth $481K as of Q2 2026.
  • Brookwood Investment Group sold 330 Vanguard Real Estate ETF shares in Q2 2026, an estimated $31.5K.
  • Vanguard Real Estate ETF made up 0.05% of Brookwood Investment Group's portfolio in Q2 2026, its #309 holding.
  • Brookwood Investment Group first reported a position in Vanguard Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Vanguard Real Estate ETF position peaked at $573K in Q1 2025.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.