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

Clearstead Trust’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	$81.4K	Sell	844 -220	-21%	-$21K	0.01%	269
2026 Q1	$94.4K	Hold	1,064	–	–	0.02%	251
2025 Q4	$94.2K	Hold	1,064	–	–	0.01%	262
2025 Q3	$97.3K	Hold	1,064	–	–	0.02%	245
2025 Q2	$94.8K	Buy	1,064 +372	+54%	+$32.8K	0.02%	247
2025 Q1	$62.7K	Hold	692	–	–	0.01%	253
2024 Q4	$61.6K	Hold	692	–	–	0.01%	243
2024 Q3	$67.4K	Sell	692 -200	-22%	-$18.4K	0.02%	217
2024 Q2	$74.7K	Sell	892 -22,229	-96%	-$1.84M	0.02%	211
2024 Q1	$2M	Buy	23,121 +22,429	+3,241%	+$1.92M	0.52%	35
2023 Q4	$61.1K	Sell	692 -74	-10%	-$5.87K	0.02%	226
2023 Q3	$58K	Hold	766	–	–	0.02%	212
2023 Q2	$64K	Hold	766	–	–	0.02%	194
2023 Q1	$63.6K	Sell	766 -1,517	-66%	-$130K	0.02%	201
2022 Q4	$188K	Buy	2,283 +1,517	+198%	+$126K	0.06%	135
2022 Q3	$61K	Buy	+766	New	+$71.6K	0.02%	202
2019 Q1	–	Sell	-152	Closed	-$11K	–	233
2018 Q4	$11K	Buy	+152	New	+$12K	0.01%	185

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Clearstead Trust's VNQ Position: Q2 2026 in Review

Clearstead Trust reduced its Vanguard Real Estate ETF (VNQ) stake by 21% in Q2 2026, selling an estimated $21K and leaving 844 shares worth $81.4K. The position accounts for 0.01% of the portfolio, ranked #269.

Clearstead Trust first reported a position in VNQ in Q4 2018 and has held it in 17 quarters since. The position peaked at $2M in Q1 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Clearstead Trust held 844 shares of Vanguard Real Estate ETF worth $81.4K as of Q2 2026.
Clearstead Trust sold 220 Vanguard Real Estate ETF shares in Q2 2026, an estimated $21K.
Vanguard Real Estate ETF made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #269 holding.
Clearstead Trust first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 17 quarters since.
Clearstead Trust's Vanguard Real Estate ETF position peaked at $2M in Q1 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.