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Cooper/Haims Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Cooper/Haims Advisors’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 		$278K Sell
3,136
-27
-0.9% -$2.48K 0.13% 74
2025
Q4 		$280K Sell
3,163
-16
-0.5% -$1.44K 0.13% 69
2025
Q3 		$291K Buy
3,179
+4
+0.1% +$363 0.14% 66
2025
Q2 		$283K Buy
3,175
+12
+0.4% +$1.06K 0.14% 66
2025
Q1 		$286K Hold
3,163
– – 0.16% 59
2024
Q4 		$282K Hold
3,163
– – 0.16% 60
2024
Q3 		$308K Sell
3,163
-80
-2% -$7.37K 0.17% 57
2024
Q2 		$272K Sell
3,243
-12
-0.4% -$991 0.15% 64
2024
Q1 		$281K Buy
3,255
+2
+0.1% +$171 0.16% 59
2023
Q4 		$287K Buy
3,253
+4
+0.1% +$317 0.16% 55
2023
Q3 		$246K Buy
3,249
+2
+0.1% +$165 0.19% 58
2023
Q2 		$271K Sell
3,247
-6
-0.2% -$492 0.21% 53
2023
Q1 		$270K Buy
3,253
+2
+0.1% +$172 0.22% 53
2022
Q4 		$268K Buy
3,251
+3
+0.1% +$249 0.19% 55
2022
Q3 		$260K Buy
3,248
+3
+0.1% +$281 0.22% 46
2022
Q2 		$296K Sell
3,245
-62
-2% -$6.18K 0.19% 51
2022
Q1 		$358K Buy
3,307
+66
+2% +$6.99K 0.23% 51
2021
Q4 		$376K Sell
3,241
-108
-3% -$11.8K 0.23% 50
2021
Q3 		$341K Buy
3,349
+1
+0% +$106 0.21% 56
2021
Q2 		$341K Buy
3,348
+2
+0.1% +$198 0.22% 53
2021
Q1 		$307K Buy
3,346
+882
+36% +$77.5K 0.22% 53
2020
Q4 		$209K Buy
+2,464
New +$204K 0.16% 63
2020
Q1 		– Sell
-2,454
Closed -$228K – 55
2019
Q4 		$228K Sell
2,454
-74
-3% -$6.85K 0.13% 54
2019
Q3 		$236K Sell
2,528
-10
-0.4% -$908 0.14% 45
2019
Q2 		$222K Sell
2,538
-15
-0.6% -$1.31K 0.14% 49
2019
Q1 		$222K Sell
2,553
-1,516
-37% -$125K 0.14% 51
2018
Q4 		$303K Buy
4,069
+1,503
+59% +$118K 0.21% 38
2018
Q3 		$207K Sell
2,566
-29
-1% -$2.39K 0.14% 54
2018
Q2 		$211K Buy
+2,595
New +$201K 0.16% 53
2018
Q1 		– Sell
-3,011
Closed -$250K – 54
2017
Q4 		$250K Buy
+3,011
New +$252K 0.23% 40

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

Cooper/Haims Advisors's VNQ Position: Q1 2026 in Review

Cooper/Haims Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 0.85% in Q1 2026, selling an estimated $2.48K and leaving 3,136 shares worth $278K. The position accounts for 0.13% of the portfolio, ranked #74.

Cooper/Haims Advisors first reported a position in VNQ in Q4 2017 and has held it in 30 quarters since. The position peaked at $376K in Q4 2021. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Cooper/Haims Advisors held 3,136 shares of Vanguard Real Estate ETF worth $278K as of Q1 2026.
  • Cooper/Haims Advisors sold 27 Vanguard Real Estate ETF shares in Q1 2026, an estimated $2.48K.
  • Vanguard Real Estate ETF made up 0.13% of Cooper/Haims Advisors's portfolio in Q1 2026, its #74 holding.
  • Cooper/Haims Advisors first reported a position in Vanguard Real Estate ETF in Q4 2017 and has held it in 30 quarters since.
  • Cooper/Haims Advisors's Vanguard Real Estate ETF position peaked at $376K in Q4 2021.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.