Coordinated Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Coordinated Financial Services’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	$1.03M	Sell	11,666 -2,752	-19%	-$252K	0.59%	47
2025 Q4	$1.28M	Buy	14,418 +37	+0.3%	+$3.33K	0.73%	35
2025 Q3	$1.31M	Buy	14,381 +99	+0.7%	+$8.98K	0.84%	30
2025 Q2	$1.27M	Buy	14,282 +800	+6%	+$70.6K	0.88%	29
2025 Q1	$1.22M	Buy	13,482 +396	+3%	+$35.9K	0.94%	32
2024 Q4	$1.17M	Buy	+13,086	New	+$1.24M	0.91%	32
2024 Q2	$1.03M	Sell	12,247 -220	-2%	-$18.2K	0.88%	33
2024 Q1	$1.08M	Buy	+12,467	New	+$1.07M	0.94%	28

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Coordinated Financial Services's VNQ Position: Q1 2026 in Review

Coordinated Financial Services reduced its Vanguard Real Estate ETF (VNQ) stake by 19% in Q1 2026, selling an estimated $252K and leaving 11,666 shares worth $1.03M. The position accounts for 0.59% of the portfolio, ranked #47.

Coordinated Financial Services first reported a position in VNQ in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q3 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Coordinated Financial Services held 11,666 shares of Vanguard Real Estate ETF worth $1.03M as of Q1 2026.
Coordinated Financial Services sold 2,752 Vanguard Real Estate ETF shares in Q1 2026, an estimated $252K.
Vanguard Real Estate ETF made up 0.59% of Coordinated Financial Services's portfolio in Q1 2026, its #47 holding.
Coordinated Financial Services first reported a position in Vanguard Real Estate ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's Vanguard Real Estate ETF position peaked at $1.31M in Q3 2025.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.