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 Q3	$23M	Buy	256,795 +28,427	+12%	+$2.75M	9.58%	6
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Seven Post Investment Office San Francisco, California $328M AUM 7.15% 1-Year Est. Return

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

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Define Financial's VNQ Position: Q3 2026 in Review

Define Financial increased its Vanguard Real Estate ETF (VNQ) stake by 12% in Q3 2026, buying an estimated $2.75M and bringing the position to 256,795 shares worth $23M. The position accounts for 9.58% of the portfolio, ranked #6.

Define Financial first reported a position in VNQ in Q4 2024 and has held it in 8 quarters since. 975 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Define Financial held 256,795 shares of Vanguard Real Estate ETF worth $23M as of Q3 2026.
Define Financial bought 28,427 Vanguard Real Estate ETF shares in Q3 2026, an estimated $2.75M.
Vanguard Real Estate ETF made up 9.58% of Define Financial's portfolio in Q3 2026, its #6 holding.
Define Financial first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
975 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.