EWM
VNQ icon

Empirical Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Empirical Wealth 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 		$46.3M Buy
479,864
+24,402
+5% +$2.33M 0.68% 27
2026
Q1 		$40.4M Buy
455,462
+26,158
+6% +$2.4M 0.7% 26
2025
Q4 		$38M Buy
429,304
+27,063
+7% +$2.43M 0.68% 27
2025
Q3 		$36.8M Buy
402,241
+15,172
+4% +$1.38M 0.74% 24
2025
Q2 		$34.5M Buy
387,069
+5,734
+2% +$506K 0.78% 23
2025
Q1 		$34.5M Buy
381,335
+9,375
+3% +$851K 0.89% 23
2024
Q4 		$33.1M Sell
371,960
-17,722
-5% -$1.67M 0.9% 23
2024
Q3 		$38M Sell
389,682
-198,463
-34% -$18.3M 1.07% 21
2024
Q2 		$49.3M Sell
588,145
-29,921
-5% -$2.47M 1.46% 18
2024
Q1 		$53.5M Buy
618,066
+17,432
+3% +$1.49M 1.61% 16
2023
Q4 		$53.1M Buy
600,634
+40,960
+7% +$3.25M 1.76% 16
2023
Q3 		$42.3M Buy
559,674
+34,469
+7% +$2.84M 1.66% 16
2023
Q2 		$43.9M Buy
525,205
+41,796
+9% +$3.42M 1.77% 16
2023
Q1 		$40.1M Buy
483,409
+30,206
+7% +$2.6M 1.74% 16
2022
Q4 		$37.4M Buy
453,203
+48,792
+12% +$4.05M 1.76% 15
2022
Q3 		$32.4M Buy
404,411
+34,338
+9% +$3.21M 1.7% 17
2022
Q2 		$33.7M Buy
370,073
+589
+0.2% +$58.7K 1.77% 15
2022
Q1 		$40M Buy
369,484
+19,120
+5% +$2.02M 2% 14
2021
Q4 		$40.6M Buy
350,364
+14,257
+4% +$1.56M 2.03% 13
2021
Q3 		$34.2M Buy
336,107
+16,070
+5% +$1.7M 1.95% 13
2021
Q2 		$32.6M Buy
320,037
+61,787
+24% +$6.13M 1.97% 12
2021
Q1 		$23.7M Sell
258,250
-14,422
-5% -$1.27M 1.9% 13
2020
Q4 		$23.2M Buy
272,672
+17,695
+7% +$1.47M 1.77% 14
2020
Q3 		$20.1M Buy
254,977
+9,304
+4% +$747K 1.72% 15
2020
Q2 		$19.3M Buy
245,673
+12,743
+5% +$966K 1.8% 13
2020
Q1 		$16.3M Sell
232,930
-19,046
-8% -$1.67M 1.78% 10
2019
Q4 		$23.4M Buy
251,976
+12,590
+5% +$1.17M 2.57% 7
2019
Q3 		$22.3M Buy
239,386
+7,526
+3% +$683K 2.7% 7
2019
Q2 		$20.3M Buy
231,860
+11,157
+5% +$977K 2.64% 7
2019
Q1 		$19.2M Buy
220,703
+20,628
+10% +$1.7M 2.79% 7
2018
Q4 		$14.9M Buy
200,075
+24,102
+14% +$1.9M 2.53% 7
2018
Q3 		$14.2M Buy
175,973
+9,035
+5% +$744K 2.52% 7
2018
Q2 		$13.6M Buy
166,938
+11,969
+8% +$927K 2.55% 7
2018
Q1 		$11.7M Buy
154,969
+11,531
+8% +$883K 2.31% 7
2017
Q4 		$11.9M Buy
143,438
+9,885
+7% +$828K 2.55% 7
2017
Q3 		$11.1M Buy
133,553
+4,649
+4% +$388K 2.56% 7
2017
Q2 		$10.7M Buy
128,904
+3,323
+3% +$277K 2.61% 7
2017
Q1 		$10.4M Sell
125,581
-712
-0.6% -$59.1K 2.58% 7
2016
Q4 		$10.4M Buy
126,293
+4,549
+4% +$370K 2.56% 7
2016
Q3 		$10.6M Sell
121,744
-13,473
-10% -$1.2M 2.76% 8
2016
Q2 		$12M Sell
135,217
-42,710
-24% -$3.59M 3.15% 8
2016
Q1 		$14.9M Sell
177,927
-54,189
-23% -$4.22M 3.61% 9
2015
Q4 		$18.5M Buy
232,116
+971
+0.4% +$76.9K 4.5% 6
2015
Q3 		$17.5M Buy
231,145
+9,684
+4% +$744K 4.12% 6
2015
Q2 		$16.5M Buy
221,461
+2,710
+1% +$217K 3.84% 7
2015
Q1 		$18.4M Sell
218,751
-9,194
-4% -$781K 4.42% 6
2014
Q4 		$18.5M Buy
227,945
+795
+0.3% +$62.4K 4.51% 6
2014
Q3 		$16.3M Buy
227,150
+11,049
+5% +$834K 3.95% 7
2014
Q2 		$16.2M Buy
216,101
+7,858
+4% +$578K 4.01% 7
2014
Q1 		$14.7M Buy
208,243
+16,466
+9% +$1.13M 3.87% 7
2013
Q4 		$12.4M Buy
191,777
+20,357
+12% +$1.36M 3.5% 8
2013
Q3 		$11.3M Buy
171,420
+15,181
+10% +$1.03M 3.55% 8
2013
Q2 		$10.7M Buy
+156,239
New +$11.4M 3.58% 8

Other funds holding VNQ

BP
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
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
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Empirical Wealth Management's VNQ Position: Q2 2026 in Review

Empirical Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 5.4% in Q2 2026, buying an estimated $2.33M and bringing the position to 479,864 shares worth $46.3M. The position accounts for 0.68% of the portfolio, ranked #27.

Empirical Wealth Management first reported a position in VNQ in Q2 2013 and has held it in 53 quarters since. The position peaked at $53.5M in Q1 2024. 804 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Empirical Wealth Management held 479,864 shares of Vanguard Real Estate ETF worth $46.3M as of Q2 2026.
  • Empirical Wealth Management bought 24,402 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.33M.
  • Vanguard Real Estate ETF made up 0.68% of Empirical Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Empirical Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
  • Empirical Wealth Management's Vanguard Real Estate ETF position peaked at $53.5M in Q1 2024.
  • 804 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.