Colony Family Offices’s Vanguard Real Estate ETF VNQ Stock Holding History

Colony Family Offices’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	$327K	Hold	3,387	–	–	0.07%	47
2026 Q1	$300K	Buy	3,387 +228	+7%	+$20.9K	0.07%	48
2025 Q4	$280K	Hold	3,159	–	–	0.07%	48
2025 Q3	$289K	Hold	3,159	–	–	0.07%	48
2025 Q2	$281K	Hold	3,159	–	–	0.07%	48
2025 Q1	$286K	Hold	3,159	–	–	0.09%	47
2024 Q4	$281K	Hold	3,159	–	–	0.09%	50
2024 Q3	$310K	Hold	3,159	–	–	0.1%	46
2024 Q2	$268K	Hold	3,159	–	–	0.09%	52
2024 Q1	$273K	Hold	3,159	–	–	0.09%	57
2023 Q4	$279K	Hold	3,159	–	–	0.1%	58
2023 Q3	$241K	Sell	3,159 -505	-14%	-$41.6K	0.1%	33
2023 Q2	$310K	Sell	3,664 -317	-8%	-$26K	0.13%	30
2023 Q1	$331K	Buy	3,981 +500	+14%	+$43K	0.13%	63
2022 Q4	$287K	Hold	3,481	–	–	0.12%	61
2022 Q3	$279K	Hold	3,481	–	–	0.12%	63
2022 Q2	$317K	Hold	3,481	–	–	0.14%	54
2022 Q1	$377K	Hold	3,481	–	–	0.18%	23
2021 Q4	$404K	Hold	3,481	–	–	0.19%	19
2021 Q3	$354K	Sell	3,481 -555	-14%	-$58.9K	0.22%	14
2021 Q2	$411K	Hold	4,036	–	–	0.25%	15
2021 Q1	$371K	Buy	4,036 +172	+4%	+$15.1K	0.29%	32
2020 Q4	$328K	Buy	+3,864	New	+$320K	0.31%	18

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

Colony Family Offices's VNQ Position: Q2 2026 in Review

Colony Family Offices held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 3,387 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #47.

Colony Family Offices first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $411K in Q2 2021. 1,797 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Colony Family Offices held 3,387 shares of Vanguard Real Estate ETF worth $327K as of Q2 2026.
Colony Family Offices left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.07% of Colony Family Offices's portfolio in Q2 2026, its #47 holding.
Colony Family Offices first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
Colony Family Offices's Vanguard Real Estate ETF position peaked at $411K in Q2 2021.
1,797 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.