EPM
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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 		$18.5M Buy
191,483
+97,495
+104% +$9.32M 0.66% 25
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 0.39% 27
2025
Q3 		$6.06M Buy
66,243
+4,120
+7% +$374K 0.3% 27
2025
Q2 		$5.53M Sell
62,123
-24,354
-28% -$2.15M 0.32% 27
2025
Q1 		$7.83M Sell
86,477
-56,885
-40% -$5.16M 0.5% 25
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
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
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 104% in Q2 2026, buying an estimated $9.32M and bringing the position to 191,483 shares worth $18.5M. The position accounts for 0.66% of the portfolio, ranked #25.

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. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Elm Partners Management held 191,483 shares of Vanguard Real Estate ETF worth $18.5M as of Q2 2026.
  • Elm Partners Management bought 97,495 Vanguard Real Estate ETF shares in Q2 2026, an estimated $9.32M.
  • Vanguard Real Estate ETF made up 0.66% of Elm Partners Management's portfolio in Q2 2026, its #25 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.
  • 1,799 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.