CAM
VNQ icon

Clark Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Clark Asset Management’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 		$890K Buy
9,231
+4,922
+114% +$470K 0.07% 108
2026
Q1 		$382K Sell
4,309
-3,893
-47% -$357K 0.04% 152
2025
Q4 		$726K Buy
8,202
+4,893
+148% +$440K 0.08% 96
2025
Q3 		$303K Sell
3,309
-1,363
-29% -$124K 0.04% 160
2025
Q2 		$416K Sell
4,672
-758
-14% -$66.9K 0.06% 119
2025
Q1 		$492K Buy
5,430
+1,049
+24% +$95.2K 0.08% 85
2024
Q4 		$390K Buy
4,381
+1,321
+43% +$125K 0.07% 83
2024
Q3 		$298K Buy
+3,060
New +$282K 0.06% 92
2024
Q2 		– Sell
-4,494
Closed -$389K – 103
2024
Q1 		$389K Buy
4,494
+2,061
+85% +$176K 0.12% 58
2023
Q4 		$215K Buy
+2,433
New +$193K 0.08% 80

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

Clark Asset Management's VNQ Position: Q2 2026 in Review

Clark Asset Management increased its Vanguard Real Estate ETF (VNQ) stake by 114% in Q2 2026, buying an estimated $470K and bringing the position to 9,231 shares worth $890K. The position accounts for 0.07% of the portfolio, ranked #108.

Clark Asset Management first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Clark Asset Management held 9,231 shares of Vanguard Real Estate ETF worth $890K as of Q2 2026.
  • Clark Asset Management bought 4,922 Vanguard Real Estate ETF shares in Q2 2026, an estimated $470K.
  • Vanguard Real Estate ETF made up 0.07% of Clark Asset Management's portfolio in Q2 2026, its #108 holding.
  • Clark Asset Management first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.