Elm Partners Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Elm Partners Management’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	$31.2M	Buy	323,939 +229,951	+245%	+$22M	0.93%	22
2026 Q1	$8.21M	Sell	93,988 -2,035	-2%	-$187K	0.36%	29
2025 Q4	$8.5M	Buy	96,023 +29,780	+45%	+$2.68M	0.31%	29
2025 Q3	$6.06M	Buy	66,243 +3,208	+5%	+$291K	0.24%	28
2025 Q2	$5.61M	Sell	63,035 -24,321	-28%	-$2.15M	0.26%	28
2025 Q1	$7.91M	Sell	87,356 -56,006	-39%	-$5.08M	0.41%	26
2024 Q4	$12.8M	Sell	143,362 -147,695	-51%	-$14M	0.87%	21
2024 Q3	$28.4M	Buy	291,057 +203,360	+232%	+$18.7M	2.03%	14
2024 Q2	$7.35M	Sell	87,697 -271,290	-76%	-$22.4M	0.56%	24
2024 Q1	$31M	Sell	358,987 -36,504	-9%	-$3.12M	2.46%	12
2023 Q4	$34.9M	Buy	395,491 +310,883	+367%	+$24.6M	3.18%	11
2023 Q3	$6.4M	Sell	84,608 -63,976	-43%	-$5.28M	0.66%	23
2023 Q2	$12.4M	Buy	148,584 +47,232	+47%	+$3.87M	1.25%	18
2023 Q1	$8.42M	Buy	101,352 +60,420	+148%	+$5.19M	0.89%	21
2022 Q4	$3.38M	Sell	40,932 -50,106	-55%	-$4.15M	0.39%	24
2022 Q3	$7.3M	Sell	91,038 -49,818	-35%	-$4.66M	0.99%	18
2022 Q2	$12.8M	Sell	140,856 -97,139	-41%	-$9.68M	1.67%	14
2022 Q1	$25.8M	Sell	237,995 -80,531	-25%	-$8.52M	3.26%	11
2021 Q4	$37M	Buy	318,526 +5,378	+2%	+$587K	4.55%	8
2021 Q3	$31.9M	Buy	313,148 +21,700	+7%	+$2.3M	4.25%	8
2021 Q2	$29.7M	Buy	291,448 +24,163	+9%	+$2.4M	3.9%	8
2021 Q1	$24.6M	Buy	267,285 +50,613	+23%	+$4.45M	3.49%	9
2020 Q4	$18.4M	Buy	216,672 +41,237	+24%	+$3.42M	2.75%	11
2020 Q3	$13.9M	Sell	175,435 -33,293	-16%	-$2.67M	2.33%	13
2020 Q2	$16.4M	Buy	208,728 +13,804	+7%	+$1.05M	2.93%	13
2020 Q1	$13.6M	Sell	194,924 -33,592	-15%	-$2.95M	3%	14
2019 Q4	$21.3M	Buy	228,516 +4,792	+2%	+$444K	4.67%	7
2019 Q3	$20.9M	Sell	223,724 -626	-0.3%	-$56.8K	4.72%	7
2019 Q2	$19.6M	Buy	224,350 +18,410	+9%	+$1.61M	4.39%	8
2019 Q1	$17.9M	Buy	205,940 +77,740	+61%	+$6.42M	4.79%	8
2018 Q4	$9.53M	Buy	+128,200	New	+$10.1M	3.29%	8

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Elm Partners Management's VNQ Position: Q2 2026 in Review

Elm Partners Management increased its Vanguard Real Estate ETF (VNQ) stake by 245% in Q2 2026, buying an estimated $22M and bringing the position to 323,939 shares worth $31.2M. The position accounts for 0.93% of the portfolio, ranked #22.

Elm Partners Management first reported a position in VNQ in Q4 2018 and has held it in 31 quarters since. The position peaked at $37M in Q4 2021. 1,810 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Elm Partners Management held 323,939 shares of Vanguard Real Estate ETF worth $31.2M as of Q2 2026.
Elm Partners Management bought 229,951 Vanguard Real Estate ETF shares in Q2 2026, an estimated $22M.
Vanguard Real Estate ETF made up 0.93% of Elm Partners Management's portfolio in Q2 2026, its #22 holding.
Elm Partners Management first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 31 quarters since.
Elm Partners Management's Vanguard Real Estate ETF position peaked at $37M in Q4 2021.
1,810 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.