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VNQ icon

Clune & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Clune & Associates’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 		$6.57M Buy
68,134
+10,556
+18% +$1.01M 0.99% 24
2026
Q1 		$5.11M Buy
57,578
+9,787
+20% +$897K 0.96% 28
2025
Q4 		$4.23M Buy
47,791
+3,939
+9% +$354K 0.91% 35
2025
Q3 		$4.01M Buy
43,852
+1,282
+3% +$116K 1% 32
2025
Q2 		$3.79M Buy
42,570
+3,783
+10% +$334K 1.04% 29
2025
Q1 		$3.51M Buy
38,787
+2,498
+7% +$227K 1.08% 30
2024
Q4 		$3.23M Buy
+36,289
New +$3.43M 1.07% 28

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Clune & Associates's VNQ Position: Q2 2026 in Review

Clune & Associates increased its Vanguard Real Estate ETF (VNQ) stake by 18% in Q2 2026, buying an estimated $1.01M and bringing the position to 68,134 shares worth $6.57M. The position accounts for 0.99% of the portfolio, ranked #24.

Clune & Associates first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 440 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Clune & Associates held 68,134 shares of Vanguard Real Estate ETF worth $6.57M as of Q2 2026.
  • Clune & Associates bought 10,556 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.01M.
  • Vanguard Real Estate ETF made up 0.99% of Clune & Associates's portfolio in Q2 2026, its #24 holding.
  • Clune & Associates first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 440 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.