Brown Financial Advisory’s Vanguard Real Estate ETF VNQ Stock Holding History

Brown Financial Advisory’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	–	Sell	-5,087	Closed	-$450K	–	58
2025 Q4	$450K	Hold	5,087	–	–	0.23%	32
2025 Q3	$465K	Hold	5,087	–	–	0.24%	32
2025 Q2	$453K	Sell	5,087 -91	-2%	-$8.03K	0.25%	31
2025 Q1	$469K	Sell	5,178 -110	-2%	-$9.98K	0.29%	25
2024 Q4	$471K	Hold	5,288	–	–	0.33%	19
2024 Q3	$515K	Hold	5,288	–	–	0.36%	19
2024 Q2	$443K	Hold	5,288	–	–	0.34%	20
2024 Q1	$457K	Sell	5,288 -23	-0.4%	-$1.97K	0.36%	19
2023 Q4	$469K	Hold	5,311	–	–	0.38%	19
2023 Q3	$402K	Buy	+5,311	New	+$438K	0.36%	19
2023 Q1	–	Sell	-11,404	Closed	-$941K	–	31
2022 Q4	$941K	Buy	+11,404	New	+$946K	0.97%	16

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Brown Financial Advisory's VNQ Position: Q1 2026 in Review

Brown Financial Advisory sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 5,087 shares — an estimated $450K sold.

Brown Financial Advisory first reported a position in VNQ in Q4 2022 and held it in 11 quarters. The position peaked at $941K in Q4 2022. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Brown Financial Advisory reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Brown Financial Advisory sold 5,087 Vanguard Real Estate ETF shares in Q1 2026, an estimated $450K.
Brown Financial Advisory first reported a position in Vanguard Real Estate ETF in Q4 2022 and held it in 11 quarters.
Brown Financial Advisory's Vanguard Real Estate ETF position peaked at $941K in Q4 2022.
1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Brown Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.