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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
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

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

Claro Advisors's VNQ Position: Q2 2026 in Review

Claro Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 4.1% in Q2 2026, selling an estimated $15.9K and leaving 3,859 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #340.

Claro Advisors first reported a position in VNQ in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.1M in Q1 2022. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Claro Advisors held 3,859 shares of Vanguard Real Estate ETF worth $372K as of Q2 2026.
  • Claro Advisors sold 166 Vanguard Real Estate ETF shares in Q2 2026, an estimated $15.9K.
  • Vanguard Real Estate ETF made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #340 holding.
  • Claro Advisors first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
  • Claro Advisors's Vanguard Real Estate ETF position peaked at $1.1M in Q1 2022.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.