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VNQ icon

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

Endowment 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
Q1 		$1.16M Buy
13,040
+245
+2% +$22.5K 0.51% 48
2025
Q4 		$1.13M Buy
12,795
+690
+6% +$62K 0.52% 48
2025
Q3 		$1.11M Buy
12,105
+317
+3% +$28.8K 0.5% 53
2025
Q2 		$1.05M Sell
11,788
-309
-3% -$27.3K 0.54% 50
2025
Q1 		$1.1M Sell
12,097
-432
-3% -$39.2K 0.7% 41
2024
Q4 		$1.12M Buy
12,529
+321
+3% +$30.3K 0.75% 38
2024
Q3 		$1.19M Buy
12,208
+295
+2% +$27.2K 0.78% 36
2024
Q2 		$998K Sell
11,913
-72
-0.6% -$5.95K 0.73% 40
2024
Q1 		$1.04M Buy
11,985
+2,150
+22% +$184K 0.78% 36
2023
Q4 		$869K Buy
9,835
+353
+4% +$28K 0.72% 35
2023
Q3 		$717K Buy
9,482
+181
+2% +$14.9K 0.64% 39
2023
Q2 		$777K Sell
9,301
-60
-0.6% -$4.92K 0.71% 34
2023
Q1 		$771K Buy
9,361
+1,500
+19% +$129K 0.77% 30
2022
Q4 		$648K Buy
7,861
+67
+0.9% +$5.55K 0.71% 31
2022
Q3 		$625K Buy
7,794
+193
+3% +$18K 0.76% 28
2022
Q2 		$693K Buy
7,601
+155
+2% +$15.4K 0.83% 25
2022
Q1 		$807K Sell
7,446
-2,433
-25% -$257K 0.85% 23
2021
Q4 		$1.15M Buy
+9,879
New +$1.08M 1.16% 22

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

Endowment Wealth Management's VNQ Position: Q1 2026 in Review

Endowment Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 1.9% in Q1 2026, buying an estimated $22.5K and bringing the position to 13,040 shares worth $1.16M. The position accounts for 0.51% of the portfolio, ranked #48.

Endowment Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.19M in Q3 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Endowment Wealth Management held 13,040 shares of Vanguard Real Estate ETF worth $1.16M as of Q1 2026.
  • Endowment Wealth Management bought 245 Vanguard Real Estate ETF shares in Q1 2026, an estimated $22.5K.
  • Vanguard Real Estate ETF made up 0.51% of Endowment Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Endowment Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • Endowment Wealth Management's Vanguard Real Estate ETF position peaked at $1.19M in Q3 2024.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.