Claro Advisors
VNQ icon

Claro Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Claro 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
Q3 		$350K Buy
3,904
+45
+1% +$4.36K 0.03% 371
2026
Q2 		$372K Sell
3,859
-166
-4% -$15.9K 0.04% 340
2026
Q1 		$357K Buy
4,025
+122
+3% +$11.2K 0.04% 324
2025
Q4 		$345K Buy
3,903
+30
+0.8% +$2.7K 0.05% 297
2025
Q3 		$354K Sell
3,873
-571
-13% -$51.8K 0.05% 286
2025
Q2 		$396K Sell
4,444
-290
-6% -$25.6K 0.07% 243
2025
Q1 		$429K Sell
4,734
-433
-8% -$39.3K 0.06% 300
2024
Q4 		$460K Buy
5,167
+379
+8% +$35.8K 0.06% 261
2024
Q3 		$466K Sell
4,788
-72
-1% -$6.63K 0.06% 274
2024
Q2 		$407K Sell
4,860
-114
-2% -$9.41K 0.06% 263
2024
Q1 		$430K Sell
4,974
-325
-6% -$27.8K 0.07% 260
2023
Q4 		$468K Sell
5,299
-857
-14% -$67.9K 0.1% 222
2023
Q3 		$466K Buy
6,156
+355
+6% +$29.3K 0.12% 204
2023
Q2 		$485K Sell
5,801
-255
-4% -$20.9K 0.12% 198
2023
Q1 		$503K Sell
6,056
-63
-1% -$5.41K 0.15% 176
2022
Q4 		$505K Sell
6,119
-3,133
-34% -$260K 0.17% 150
2022
Q3 		$843K Hold
9,252
– – 0.34% 72
2022
Q2 		$843K Sell
9,252
-228
-2% -$22.7K 0.34% 72
2022
Q1 		$1.1M Hold
9,480
– – 0.4% 63
2021
Q4 		$1.1M Buy
9,480
+505
+6% +$55.2K 0.4% 63
2021
Q3 		$913K Buy
8,975
+325
+4% +$34.5K 0.38% 64
2021
Q2 		$880K Buy
8,650
+3,451
+66% +$342K 0.4% 59
2021
Q1 		$478K Sell
5,199
-1,704
-25% -$150K 0.24% 118
2020
Q4 		$586K Sell
6,903
-831
-11% -$68.9K 0.31% 87
2020
Q3 		$611K Sell
7,734
-1,375
-15% -$110K 0.39% 74
2020
Q2 		$715K Sell
9,109
-1,266
-12% -$96K 0.49% 56
2020
Q1 		$725K Sell
10,375
-664
-6% -$58.3K 0.68% 35
2019
Q4 		$1.02M Buy
11,039
+941
+9% +$87.1K 0.79% 34
2019
Q3 		$942K Buy
10,098
+1,079
+12% +$98K 0.84% 32
2019
Q2 		$788K Buy
9,019
+465
+5% +$40.7K 0.73% 38
2019
Q1 		$743K Buy
8,554
+1,109
+15% +$91.6K 0.74% 36
2018
Q4 		$601K Buy
+7,445
New +$587K 0.48% 44

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Claro Advisors's VNQ Position: Q3 2026 in Review

Claro Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 1.2% in Q3 2026, buying an estimated $4.36K and bringing the position to 3,904 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #371.

Claro Advisors first reported a position in VNQ in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.1M in Q1 2022. 1,219 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Claro Advisors held 3,904 shares of Vanguard Real Estate ETF worth $350K as of Q3 2026.
  • Claro Advisors bought 45 Vanguard Real Estate ETF shares in Q3 2026, an estimated $4.36K.
  • Vanguard Real Estate ETF made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #371 holding.
  • Claro Advisors first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 32 quarters since.
  • Claro Advisors's Vanguard Real Estate ETF position peaked at $1.1M in Q1 2022.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.