Define Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Define Financial’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	$22M	Buy	228,368 +11,108	+5%	+$1.06M	10.11%	6
2026 Q1	$19.3M	Buy	217,260 +12,762	+6%	+$1.17M	10.46%	6
2025 Q4	$18.1M	Buy	204,498 +15,892	+8%	+$1.43M	10.26%	6
2025 Q3	$17.2M	Buy	188,606 +4,700	+3%	+$426K	10.35%	6
2025 Q2	$16.4M	Buy	183,906 +5,865	+3%	+$517K	10.79%	6
2025 Q1	$14.9M	Buy	178,041 +5,078	+3%	+$461K	11.34%	6
2024 Q4	$15.4M	Buy	+172,963	New	+$16.3M	11.63%	5

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

Define Financial's VNQ Position: Q2 2026 in Review

Define Financial increased its Vanguard Real Estate ETF (VNQ) stake by 5.1% in Q2 2026, buying an estimated $1.06M and bringing the position to 228,368 shares worth $22M. The position accounts for 10.11% of the portfolio, ranked #6.

Define Financial first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Define Financial held 228,368 shares of Vanguard Real Estate ETF worth $22M as of Q2 2026.
Define Financial bought 11,108 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.06M.
Vanguard Real Estate ETF made up 10.11% of Define Financial's portfolio in Q2 2026, its #6 holding.
Define Financial first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Define Financial's 13F filing for Q2 2026, filed 14 Jul 2026.