Clifford Swan Investment Counsel’s Vanguard Real Estate ETF VNQ Stock Holding History

Clifford Swan Investment Counsel’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	$738K	Buy	7,656 +100	+1%	+$9.56K	0.02%	197
2026 Q1	$670K	Hold	7,556	–	–	0.02%	190
2025 Q4	$669K	Sell	7,556 -197	-3%	-$17.7K	0.02%	199
2025 Q3	$709K	Buy	7,753 +197	+3%	+$17.9K	0.02%	198
2025 Q2	$673K	Hold	7,556	–	–	0.02%	197
2025 Q1	$684K	Hold	7,556	–	–	0.03%	192
2024 Q4	$673K	Hold	7,556	–	–	0.02%	197
2024 Q3	$736K	Hold	7,556	–	–	0.03%	196
2024 Q2	$633K	Sell	7,556 -116	-2%	-$9.58K	0.02%	199
2024 Q1	$663K	Sell	7,672 -1,300	-14%	-$111K	0.02%	196
2023 Q4	$793K	Hold	8,972	–	–	0.03%	186
2023 Q3	$679K	Sell	8,972 -2,333	-21%	-$192K	0.03%	193
2023 Q2	$945K	Sell	11,305 -1,982	-15%	-$162K	0.04%	175
2023 Q1	$1.1M	Sell	13,287 -82	-0.6%	-$7.05K	0.05%	164
2022 Q4	$1.1M	Hold	13,369	–	–	0.05%	162
2022 Q3	$1.07M	Sell	13,369 -49	-0.4%	-$4.58K	0.05%	163
2022 Q2	$1.22M	Buy	13,418 +2,351	+21%	+$234K	0.05%	160
2022 Q1	$1.2M	Buy	11,067 +108	+1%	+$11.4K	0.04%	168
2021 Q4	$1.27M	Buy	10,959 +21	+0.2%	+$2.29K	0.04%	170
2021 Q3	$1.2M	Sell	10,938 -999	-8%	-$106K	0.04%	176
2021 Q2	$1.26M	Sell	11,937 -187	-2%	-$18.5K	0.05%	163
2021 Q1	$1.11M	Hold	12,124	–	–	0.05%	169
2020 Q4	$1.03M	Buy	12,124 +278	+2%	+$23.1K	0.04%	171
2020 Q3	$935K	Sell	11,846 -7,997	-40%	-$642K	0.04%	168
2020 Q2	$1.56M	Sell	19,843 -230	-1%	-$17.4K	0.08%	138
2020 Q1	$1.4M	Buy	20,073 +162	+0.8%	+$14.2K	0.09%	134
2019 Q4	$1.85M	Sell	19,911 -105	-0.5%	-$9.72K	0.09%	138
2019 Q3	$1.87M	Hold	20,016	–	–	0.1%	134
2019 Q2	$1.75M	Hold	20,016	–	–	0.09%	138
2019 Q1	$1.74M	Buy	20,016 +16,400	+454%	+$1.35M	0.09%	134
2018 Q4	$270K	Sell	3,616 -1,218	-25%	-$96K	0.02%	259
2018 Q3	$390K	Buy	4,834 +103	+2%	+$8.48K	0.02%	229
2018 Q2	$385K	Hold	4,731	–	–	0.02%	231
2018 Q1	$357K	Sell	4,731 -230	-5%	-$17.6K	0.02%	239
2017 Q4	$412K	Hold	4,961	–	–	0.02%	228
2017 Q3	$412K	Sell	4,961 -3,558	-42%	-$297K	0.02%	229
2017 Q2	$709K	Buy	8,519 +3,118	+58%	+$260K	0.04%	185
2017 Q1	$446K	Sell	5,401 -17	-0.3%	-$1.41K	0.03%	210
2016 Q4	$447K	Buy	5,418 +602	+13%	+$49K	0.03%	202
2016 Q3	$418K	Buy	4,816 +323	+7%	+$28.8K	0.03%	209
2016 Q2	$398K	Hold	4,493	–	–	0.03%	196
2016 Q1	$377K	Buy	4,493 +340	+8%	+$26.5K	0.03%	207
2015 Q4	$331K	Buy	4,153 +287	+7%	+$22.7K	0.02%	224
2015 Q3	$292K	Hold	3,866	–	–	0.02%	220
2015 Q2	$289K	Hold	3,866	–	–	0.02%	223
2015 Q1	$326K	Hold	3,866	–	–	0.02%	213
2014 Q4	$313K	Sell	3,866 -325	-8%	-$25.5K	0.02%	217
2014 Q3	$301K	Hold	4,191	–	–	0.02%	211
2014 Q2	$314K	Sell	4,191 -499	-11%	-$36.7K	0.02%	214
2014 Q1	$331K	Buy	4,690 +56	+1%	+$3.83K	0.02%	205
2013 Q4	$299K	Buy	+4,634	New	+$310K	0.02%	201

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

Clifford Swan Investment Counsel's VNQ Position: Q2 2026 in Review

Clifford Swan Investment Counsel increased its Vanguard Real Estate ETF (VNQ) stake by 1.3% in Q2 2026, buying an estimated $9.56K and bringing the position to 7,656 shares worth $738K. The position accounts for 0.02% of the portfolio, ranked #197.

Clifford Swan Investment Counsel first reported a position in VNQ in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.87M in Q3 2019. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Clifford Swan Investment Counsel held 7,656 shares of Vanguard Real Estate ETF worth $738K as of Q2 2026.
Clifford Swan Investment Counsel bought 100 Vanguard Real Estate ETF shares in Q2 2026, an estimated $9.56K.
Vanguard Real Estate ETF made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #197 holding.
Clifford Swan Investment Counsel first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 51 quarters since.
Clifford Swan Investment Counsel's Vanguard Real Estate ETF position peaked at $1.87M in Q3 2019.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.