EA
VNQ icon

Efficient Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Efficient 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 		$47.7M Sell
537,829
-68,847
-11% -$6.31M 3.39% 10
2025
Q4 		$53.7M Buy
606,676
+17,250
+3% +$1.55M 3.13% 10
2025
Q3 		$53.9M Buy
589,426
+37,708
+7% +$3.42M 3.04% 12
2025
Q2 		$49.1M Buy
551,718
+28,958
+6% +$2.55M 2.93% 12
2025
Q1 		$47.3M Buy
522,760
+21,503
+4% +$1.95M 3.08% 11
2024
Q4 		$44.7M Buy
501,257
+2,465
+0.5% +$233K 2.88% 12
2024
Q3 		$48.6M Sell
498,792
-39,879
-7% -$3.67M 3.05% 11
2024
Q2 		$45.1M Buy
538,671
+35,201
+7% +$2.91M 2.93% 12
2024
Q1 		$43.5M Buy
503,470
+15,765
+3% +$1.35M 2.79% 12
2023
Q4 		$43.1M Sell
487,705
-34,924
-7% -$2.77M 2.91% 11
2023
Q3 		$39.5M Buy
522,629
+11,319
+2% +$933K 2.68% 11
2023
Q2 		$42.7M Buy
511,310
+69,451
+16% +$5.69M 2.79% 11
2023
Q1 		$36.7M Buy
441,859
+8,240
+2% +$708K 2.56% 11
2022
Q4 		$35.8M Buy
433,619
+59,177
+16% +$4.91M 3.63% 7
2022
Q3 		$30M Buy
374,442
+10,787
+3% +$1.01M 2.62% 14
2022
Q2 		$33.1M Buy
363,655
+23,276
+7% +$2.32M 2.77% 11
2022
Q1 		$36.9M Sell
340,379
-3,343
-1% -$354K 2.82% 11
2021
Q4 		$39.9M Buy
343,722
+121,615
+55% +$13.3M 2.83% 12
2021
Q3 		$22.6M Buy
222,107
+103,470
+87% +$11M 2.16% 15
2021
Q2 		$12.1M Buy
118,637
+19,373
+20% +$1.92M 1.5% 20
2021
Q1 		$9.12M Buy
99,264
+44,517
+81% +$3.91M 1.25% 24
2020
Q4 		$4.65M Buy
54,747
+46,931
+600% +$3.89M 0.71% 28
2020
Q3 		$617K Buy
7,816
+277
+4% +$22.2K 0.11% 43
2020
Q2 		$592K Buy
7,539
+316
+4% +$24K 0.11% 45
2020
Q1 		$505K Buy
7,223
+563
+8% +$49.4K 0.11% 45
2019
Q4 		$618K Sell
6,660
-48
-0.7% -$4.45K 0.11% 46
2019
Q3 		$626K Sell
6,708
-252
-4% -$22.9K 0.11% 44
2019
Q2 		$608K Sell
6,960
-872
-11% -$76.3K 0.11% 45
2019
Q1 		$681K Sell
7,832
-27
-0.3% -$2.23K 0.12% 44
2018
Q4 		$586K Sell
7,859
-514
-6% -$40.5K 0.11% 43
2018
Q3 		$676K Sell
8,373
-4
-0% -$329 0.12% 41
2018
Q2 		$682K Buy
8,377
+188
+2% +$14.6K 0.12% 41
2018
Q1 		$618K Buy
8,189
+570
+7% +$43.6K 0.1% 43
2017
Q4 		$632K Buy
7,619
+926
+14% +$77.6K 0.11% 43
2017
Q3 		$556K Sell
6,693
-10,447
-61% -$873K 0.1% 43
2017
Q2 		$1.43M Sell
17,140
-24,245
-59% -$2.02M 0.21% 34
2017
Q1 		$3.42M Sell
41,385
-3,725
-8% -$309K 0.48% 28
2016
Q4 		$3.72M Buy
45,110
+865
+2% +$70.4K 0.53% 26
2016
Q3 		$3.84M Buy
44,245
+3,529
+9% +$315K 0.56% 27
2016
Q2 		$3.61M Buy
40,716
+26,249
+181% +$2.21M 0.57% 31
2016
Q1 		$1.21M Buy
14,467
+7,886
+120% +$614K 0.22% 39
2015
Q4 		$525K Buy
6,581
+312
+5% +$24.7K 0.11% 38
2015
Q3 		$474K Sell
6,269
-621
-9% -$47.7K 0.11% 36
2015
Q2 		$515K Buy
+6,890
New +$551K 0.11% 35

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

Efficient Advisors's VNQ Position: Q1 2026 in Review

Efficient Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 11% in Q1 2026, selling an estimated $6.31M and leaving 537,829 shares worth $47.7M. The position accounts for 3.39% of the portfolio, ranked #10.

Efficient Advisors first reported a position in VNQ in Q2 2015 and has held it in 44 quarters since. The position peaked at $53.9M in Q3 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Efficient Advisors held 537,829 shares of Vanguard Real Estate ETF worth $47.7M as of Q1 2026.
  • Efficient Advisors sold 68,847 Vanguard Real Estate ETF shares in Q1 2026, an estimated $6.31M.
  • Vanguard Real Estate ETF made up 3.39% of Efficient Advisors's portfolio in Q1 2026, its #10 holding.
  • Efficient Advisors first reported a position in Vanguard Real Estate ETF in Q2 2015 and has held it in 44 quarters since.
  • Efficient Advisors's Vanguard Real Estate ETF position peaked at $53.9M in Q3 2025.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.