Envestnet Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Envestnet Asset 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	$191M	Buy	2,154,411 +497,171	+30%	+$45.6M	0.05%	340
2025 Q4	$147M	Sell	1,657,240 -522,283	-24%	-$46.9M	0.04%	386
2025 Q3	$199M	Sell	2,179,523 -122,949	-5%	-$11.2M	0.06%	322
2025 Q2	$205M	Sell	2,302,472 -388,398	-14%	-$34.3M	0.06%	299
2025 Q1	$244M	Sell	2,690,870 -8,730	-0.3%	-$792K	0.08%	240
2024 Q4	$240M	Sell	2,699,600 -163,423	-6%	-$15.4M	0.08%	232
2024 Q3	$279M	Sell	2,863,023 -85,573	-3%	-$7.88M	0.09%	205
2024 Q2	$247M	Sell	2,948,596 -32,607	-1%	-$2.69M	0.09%	222
2024 Q1	$258M	Buy	2,981,203 +414,935	+16%	+$35.5M	0.1%	203
2023 Q4	$227M	Sell	2,566,268 -1,009,355	-28%	-$80M	0.09%	204
2023 Q3	$271M	Buy	3,575,623 +115,167	+3%	+$9.5M	0.12%	153
2023 Q2	$289M	Sell	3,460,456 -398,808	-10%	-$32.7M	0.13%	133
2023 Q1	$320M	Buy	3,859,264 +346,975	+10%	+$29.8M	0.15%	109
2022 Q4	$290M	Buy	3,512,289 +107,748	+3%	+$8.93M	0.15%	119
2022 Q3	$273M	Sell	3,404,541 -218,321	-6%	-$20.4M	0.16%	114
2022 Q2	$330M	Sell	3,622,862 -1,421,209	-28%	-$142M	0.18%	96
2022 Q1	$547M	Buy	5,044,071 +135,484	+3%	+$14.3M	0.28%	68
2021 Q4	$569M	Buy	4,908,587 +359,423	+8%	+$39.3M	0.28%	67
2021 Q3	$463M	Buy	4,549,164 +169,673	+4%	+$18M	0.25%	71
2021 Q2	$446M	Buy	4,379,491 +673,151	+18%	+$66.8M	0.25%	75
2021 Q1	$340M	Buy	3,706,340 +333,503	+10%	+$29.3M	0.22%	82
2020 Q4	$286M	Buy	3,372,837 +139,593	+4%	+$11.6M	0.22%	76
2020 Q3	$255M	Sell	3,233,244 -110,766	-3%	-$8.89M	0.23%	72
2020 Q2	$263M	Sell	3,344,010 -264,151	-7%	-$20M	0.26%	71
2020 Q1	$252M	Buy	3,608,161 +684,154	+23%	+$60.1M	0.3%	53
2019 Q4	$271M	Sell	2,924,007 -64,566	-2%	-$5.98M	0.29%	56
2019 Q3	$279M	Buy	2,988,573 +228,381	+8%	+$20.7M	0.3%	60
2019 Q2	$241M	Sell	2,760,192 -417,746	-13%	-$36.6M	0.3%	60
2019 Q1	$276M	Buy	3,177,938 +98,908	+3%	+$8.17M	0.38%	44
2018 Q4	$230M	Sell	3,079,030 -5,089,352	-62%	-$401M	0.36%	49
2018 Q3	$659M	Buy	8,168,382 +5,953,288	+269%	+$490M	1.14%	23
2018 Q2	$180M	Sell	2,215,094 -170,035	-7%	-$13.2M	0.41%	43
2018 Q1	$182M	Sell	2,385,129 -1,535,447	-39%	-$118M	0.52%	39
2017 Q4	$325M	Buy	3,920,576 +210,611	+6%	+$17.6M	0.72%	28
2017 Q3	$308M	Buy	3,709,965 +797,664	+27%	+$66.7M	0.74%	28
2017 Q2	$242M	Buy	2,912,301 +504,919	+21%	+$42.1M	0.67%	28
2017 Q1	$199M	Buy	2,407,382 +249,566	+12%	+$20.7M	0.64%	30
2016 Q4	$178M	Sell	2,157,816 -25,040	-1%	-$2.04M	0.65%	32
2016 Q3	$189M	Buy	2,182,856 +292,666	+15%	+$26.1M	0.73%	29
2016 Q2	$168M	Buy	1,890,190 +222,037	+13%	+$18.7M	0.67%	28
2016 Q1	$140M	Sell	1,668,153 -20,402	-1%	-$1.59M	0.6%	33
2015 Q4	$135M	Buy	1,688,555 +485,981	+40%	+$38.5M	0.61%	35
2015 Q3	$90.8M	Buy	1,202,574 +375,828	+45%	+$28.9M	0.45%	44
2015 Q2	$61.8M	Sell	826,746 -756,543	-48%	-$60.5M	0.29%	60
2015 Q1	$133M	Buy	1,583,289 +525,403	+50%	+$44.6M	0.69%	26
2014 Q4	$85.7M	Buy	1,057,886 +117,888	+13%	+$9.25M	0.87%	30
2014 Q3	$67.5M	Sell	939,998 -112,294	-11%	-$8.47M	0.68%	38
2014 Q2	$78.8M	Buy	1,052,292 +101,676	+11%	+$7.48M	0.82%	32
2014 Q1	$67.1M	Buy	950,616 +160,251	+20%	+$11M	0.74%	38
2013 Q4	$51M	Buy	790,365 +307,173	+64%	+$20.5M	0.58%	49
2013 Q3	$32M	Sell	483,192 -80,575	-14%	-$5.48M	0.39%	71
2013 Q2	$38.7M	Buy	+563,767	New	+$41M	0.5%	60

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Envestnet Asset Management's VNQ Position: Q1 2026 in Review

Envestnet Asset Management increased its Vanguard Real Estate ETF (VNQ) stake by 30% in Q1 2026, buying an estimated $45.6M and bringing the position to 2,154,411 shares worth $191M. The position accounts for 0.05% of the portfolio, ranked #340.

Envestnet Asset Management first reported a position in VNQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $659M in Q3 2018. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Envestnet Asset Management held 2,154,411 shares of Vanguard Real Estate ETF worth $191M as of Q1 2026.
Envestnet Asset Management bought 497,171 Vanguard Real Estate ETF shares in Q1 2026, an estimated $45.6M.
Vanguard Real Estate ETF made up 0.05% of Envestnet Asset Management's portfolio in Q1 2026, its #340 holding.
Envestnet Asset Management first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
Envestnet Asset Management's Vanguard Real Estate ETF position peaked at $659M in Q3 2018.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.