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

Clearstead 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
Q1 		$6.23M Buy
70,237
+9,282
+15% +$851K 0.06% 209
2025
Q4 		$5.39M Buy
60,955
+2,335
+4% +$210K 0.07% 194
2025
Q3 		$5.36M Sell
58,620
-283
-0.5% -$25.7K 0.07% 195
2025
Q2 		$5.25M Sell
58,903
-3,514
-6% -$310K 0.07% 189
2025
Q1 		$5.65M Buy
62,417
+1,876
+3% +$170K 0.09% 167
2024
Q4 		$5.39M Sell
60,541
-81
-0.1% -$7.65K 0.08% 176
2024
Q3 		$5.91M Sell
60,622
-6,658
-10% -$613K 0.09% 164
2024
Q2 		$5.64M Buy
67,280
+5,356
+9% +$442K 0.1% 166
2024
Q1 		$5.15M Sell
61,924
-13,034
-17% -$1.11M 0.25% 78
2023
Q4 		$6.62M Sell
74,958
-66,512
-47% -$5.27M 0.35% 58
2023
Q3 		$10.7M Buy
141,470
+65,240
+86% +$5.38M 0.31% 64
2023
Q2 		$6.37M Sell
76,230
-2,079
-3% -$170K 0.39% 54
2023
Q1 		$6.5M Buy
78,309
+805
+1% +$69.2K 0.47% 43
2022
Q4 		$6.39M Buy
77,504
+1,674
+2% +$139K 0.5% 41
2022
Q3 		$6.08M Buy
75,830
+2,606
+4% +$244K 0.56% 37
2022
Q2 		$6.67M Buy
73,224
+27
+0% +$2.69K 0.52% 45
2022
Q1 		$7.93M Buy
73,197
+607
+0.8% +$64.2K 0.54% 39
2021
Q4 		$8.42M Sell
72,590
-1,712
-2% -$187K 0.57% 34
2021
Q3 		$7.56M Buy
74,302
+4,281
+6% +$454K 0.56% 34
2021
Q2 		$7.13M Buy
70,021
+979
+1% +$97.1K 0.55% 38
2021
Q1 		$6.34M Sell
69,042
-10,884
-14% -$957K 0.53% 40
2020
Q4 		$6.79M Sell
79,926
-38,611
-33% -$3.2M 0.62% 36
2020
Q3 		$9.36M Sell
118,537
-56,042
-32% -$4.5M 1% 20
2020
Q2 		$13.7M Sell
174,579
-4,476
-2% -$339K 1.59% 13
2020
Q1 		$12.5M Buy
179,055
+55,924
+45% +$4.91M 1.82% 14
2019
Q4 		$11.4M Buy
123,131
+1,137
+0.9% +$105K 1.39% 14
2019
Q3 		$11.4M Sell
121,994
-3,566
-3% -$324K 1.52% 16
2019
Q2 		$11M Buy
125,560
+10,668
+9% +$934K 1.46% 15
2019
Q1 		$9.98M Sell
114,892
-2,916
-2% -$241K 1.38% 17
2018
Q4 		$8.79M Sell
117,808
-15,872
-12% -$1.25M 1.37% 16
2018
Q3 		$10.8M Buy
133,680
+3,105
+2% +$256K 1.48% 16
2018
Q2 		$10.6M Sell
130,575
-12,856
-9% -$996K 1.52% 16
2018
Q1 		$10.8M Sell
143,431
-1,972
-1% -$151K 1.57% 16
2017
Q4 		$12.1M Sell
145,403
-3,069
-2% -$257K 1.64% 13
2017
Q3 		$12.3M Buy
148,472
+1,014
+0.7% +$84.7K 1.61% 12
2017
Q2 		$12.3M Buy
147,458
+2,732
+2% +$228K 1.79% 12
2017
Q1 		$12M Buy
144,726
+24,022
+20% +$1.99M 1.74% 12
2016
Q4 		$9.96M Buy
+120,704
New +$9.83M 1.61% 10

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Clearstead Advisors's VNQ Position: Q1 2026 in Review

Clearstead Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 15% in Q1 2026, buying an estimated $851K and bringing the position to 70,237 shares worth $6.23M. The position accounts for 0.06% of the portfolio, ranked #209.

Clearstead Advisors first reported a position in VNQ in Q4 2016 and has held it in 38 quarters since. The position peaked at $13.7M in Q2 2020. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Clearstead Advisors held 70,237 shares of Vanguard Real Estate ETF worth $6.23M as of Q1 2026.
  • Clearstead Advisors bought 9,282 Vanguard Real Estate ETF shares in Q1 2026, an estimated $851K.
  • Vanguard Real Estate ETF made up 0.06% of Clearstead Advisors's portfolio in Q1 2026, its #209 holding.
  • Clearstead Advisors first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 38 quarters since.
  • Clearstead Advisors's Vanguard Real Estate ETF position peaked at $13.7M in Q2 2020.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.