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Bryant Woods Investment Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Bryant Woods Investment Advisors’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 		$735K Sell
7,620
-14
-0.2% -$1.34K 0.2% 51
2026
Q1 		$677K Buy
7,634
+596
+8% +$54.6K 0.25% 34
2025
Q4 		$623K Buy
7,038
+134
+2% +$12K 0.24% 35
2025
Q3 		$631K Buy
6,904
+1,525
+28% +$138K 0.25% 33
2025
Q2 		$479K Buy
5,379
+25
+0.5% +$2.21K 0.21% 37
2025
Q1 		$485K Sell
5,354
-358
-6% -$32.5K 0.23% 37
2024
Q4 		$509K Sell
5,712
-90
-2% -$8.5K 0.25% 35
2024
Q3 		$565K Buy
5,802
+188
+3% +$17.3K 0.29% 30
2024
Q2 		$425K Sell
5,614
-596
-10% -$49.2K 0.31% 30
2024
Q1 		$537K Sell
6,210
-2,252
-27% -$192K 0.32% 28
2023
Q4 		$748K Buy
8,462
+2,848
+51% +$226K 0.48% 23
2023
Q3 		$425K Sell
5,614
-2,755
-33% -$227K 0.31% 30
2023
Q2 		$699K Sell
8,369
-2,601
-24% -$213K 0.5% 24
2023
Q1 		$911K Sell
10,970
-4,692
-30% -$403K 0.7% 19
2022
Q4 		$1.29M Buy
15,662
+6,064
+63% +$503K 1.1% 13
2022
Q3 		$770K Buy
9,598
+1,878
+24% +$176K 0.73% 21
2022
Q2 		$701K Buy
7,720
+91
+1% +$9.07K 0.66% 19
2022
Q1 		$827K Sell
7,629
-666
-8% -$70.5K 0.67% 20
2021
Q4 		$962K Buy
+8,295
New +$906K 0.75% 17

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bryant Woods Investment Advisors's VNQ Position: Q2 2026 in Review

Bryant Woods Investment Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 0.18% in Q2 2026, selling an estimated $1.34K and leaving 7,620 shares worth $735K. The position accounts for 0.2% of the portfolio, ranked #51.

Bryant Woods Investment Advisors first reported a position in VNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q4 2022. 757 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Bryant Woods Investment Advisors held 7,620 shares of Vanguard Real Estate ETF worth $735K as of Q2 2026.
  • Bryant Woods Investment Advisors sold 14 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.34K.
  • Vanguard Real Estate ETF made up 0.2% of Bryant Woods Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Bryant Woods Investment Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 19 quarters since.
  • Bryant Woods Investment Advisors's Vanguard Real Estate ETF position peaked at $1.29M in Q4 2022.
  • 757 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.