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Burton Enright Welch’s Vanguard Real Estate ETF VNQ Stock Holding History

Burton Enright Welch’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 		$1.46M Sell
15,157
-1,585
-9% -$151K 0.17% 58
2026
Q1 		$1.49M Sell
16,742
-605
-3% -$55.5K 0.2% 51
2025
Q4 		$1.54M Sell
17,347
-311
-2% -$27.9K 0.22% 49
2025
Q3 		$1.61M Sell
17,658
-611
-3% -$55.4K 0.24% 46
2025
Q2 		$1.63M Sell
18,269
-582
-3% -$51.3K 0.28% 43
2025
Q1 		$1.71M Buy
18,851
+67
+0.4% +$6.08K 0.35% 34
2024
Q4 		$1.67M Sell
18,784
-344
-2% -$32.5K 0.35% 32
2024
Q3 		$1.86M Sell
19,128
-359
-2% -$33.1K 0.4% 31
2024
Q2 		$1.63M Sell
19,487
-463
-2% -$38.2K 0.38% 30
2024
Q1 		$1.73M Sell
19,950
-395
-2% -$33.7K 0.42% 29
2023
Q4 		$1.8M Buy
20,345
+9,734
+92% +$771K 0.48% 26
2023
Q3 		$803K Sell
10,611
-1,689
-14% -$139K 0.25% 35
2023
Q2 		$1.03M Sell
12,300
-3,090
-20% -$253K 0.32% 29
2023
Q1 		$1.28M Buy
15,390
+4,678
+44% +$402K 0.49% 25
2022
Q4 		$884K Buy
10,712
+1,899
+22% +$157K 0.37% 28
2022
Q3 		$707K Sell
8,813
-31,254
-78% -$2.92M 0.35% 27
2022
Q2 		$3.65M Buy
+40,067
New +$3.99M 2.19% 12

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

Burton Enright Welch's VNQ Position: Q2 2026 in Review

Burton Enright Welch reduced its Vanguard Real Estate ETF (VNQ) stake by 9.5% in Q2 2026, selling an estimated $151K and leaving 15,157 shares worth $1.46M. The position accounts for 0.17% of the portfolio, ranked #58.

Burton Enright Welch first reported a position in VNQ in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.65M in Q2 2022. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Burton Enright Welch held 15,157 shares of Vanguard Real Estate ETF worth $1.46M as of Q2 2026.
  • Burton Enright Welch sold 1,585 Vanguard Real Estate ETF shares in Q2 2026, an estimated $151K.
  • Vanguard Real Estate ETF made up 0.17% of Burton Enright Welch's portfolio in Q2 2026, its #58 holding.
  • Burton Enright Welch first reported a position in Vanguard Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
  • Burton Enright Welch's Vanguard Real Estate ETF position peaked at $3.65M in Q2 2022.
  • 1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.