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VNQ icon

Clifford Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Clifford Group’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 		$811K Buy
9,143
+585
+7% +$53.6K 0.62% 25
2025
Q4 		$757K Buy
8,558
+471
+6% +$42.3K 0.58% 23
2025
Q3 		$739K Buy
8,087
+1,066
+15% +$96.7K 0.58% 23
2025
Q2 		$625K Buy
7,021
+256
+4% +$22.6K 0.51% 29
2025
Q1 		$613K Sell
6,765
-665
-9% -$60.4K 0.57% 29
2024
Q4 		$662K Buy
7,430
+448
+6% +$42.3K 0.5% 32
2024
Q3 		$680K Sell
6,982
-428
-6% -$39.4K 0.53% 32
2024
Q2 		$621K Sell
7,410
-10,379
-58% -$857K 0.5% 32
2024
Q1 		$1.54M Buy
17,789
+589
+3% +$50.3K 1.27% 17
2023
Q4 		$1.52M Buy
17,200
+676
+4% +$53.6K 1.41% 14
2023
Q3 		$1.25M Buy
16,524
+794
+5% +$65.5K 1.36% 15
2023
Q2 		$1.31M Sell
15,730
-2,554
-14% -$209K 1.41% 14
2023
Q1 		$1.52M Sell
18,284
-2,408
-12% -$207K 1.84% 15
2022
Q4 		$1.71M Buy
+20,692
New +$1.72M 2.13% 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

Clifford Group's VNQ Position: Q1 2026 in Review

Clifford Group increased its Vanguard Real Estate ETF (VNQ) stake by 6.8% in Q1 2026, buying an estimated $53.6K and bringing the position to 9,143 shares worth $811K. The position accounts for 0.62% of the portfolio, ranked #25.

Clifford Group first reported a position in VNQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.71M in Q4 2022. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Clifford Group held 9,143 shares of Vanguard Real Estate ETF worth $811K as of Q1 2026.
  • Clifford Group bought 585 Vanguard Real Estate ETF shares in Q1 2026, an estimated $53.6K.
  • Vanguard Real Estate ETF made up 0.62% of Clifford Group's portfolio in Q1 2026, its #25 holding.
  • Clifford Group first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • Clifford Group's Vanguard Real Estate ETF position peaked at $1.71M in Q4 2022.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.