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 Q3	$6.26M	Buy	69,814 +1,680	+2%	+$163K	0.96%	25
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

PSU

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Clune & Associates's VNQ Position: Q3 2026 in Review

Clune & Associates increased its Vanguard Real Estate ETF (VNQ) stake by 2.5% in Q3 2026, buying an estimated $163K and bringing the position to 69,814 shares worth $6.26M. The position accounts for 0.96% of the portfolio, ranked #25.

Clune & Associates first reported a position in VNQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.57M in Q2 2026. 439 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Clune & Associates held 69,814 shares of Vanguard Real Estate ETF worth $6.26M as of Q3 2026.
Clune & Associates bought 1,680 Vanguard Real Estate ETF shares in Q3 2026, an estimated $163K.
Vanguard Real Estate ETF made up 0.96% of Clune & Associates's portfolio in Q3 2026, its #25 holding.
Clune & Associates first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Vanguard Real Estate ETF position peaked at $6.57M in Q2 2026.
439 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.