EFS
VNQ icon

Essex Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Essex Financial Services’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 		$341K Sell
3,840
-196
-5% -$18K 0.02% 565
2025
Q4 		$357K Buy
4,036
+482
+14% +$43.3K 0.02% 549
2025
Q3 		$325K Buy
3,554
+115
+3% +$10.4K 0.02% 557
2025
Q2 		$306K Hold
3,439
– – 0.02% 539
2025
Q1 		$311K Sell
3,439
-1,460
-30% -$133K 0.02% 486
2024
Q4 		$436K Buy
4,899
+307
+7% +$29K 0.03% 407
2024
Q3 		$440K Sell
4,592
-2,028
-31% -$187K 0.03% 406
2024
Q2 		$600K Sell
6,620
-23
-0.3% -$1.9K 0.04% 337
2024
Q1 		$575K Sell
6,643
-926
-12% -$79.1K 0.05% 298
2023
Q4 		$669K Buy
7,569
+731
+11% +$57.9K 0.07% 250
2023
Q3 		$517K Buy
6,838
+40
+0.6% +$3.3K 0.06% 273
2023
Q2 		$568K Sell
6,798
-445
-6% -$36.5K 0.06% 258
2023
Q1 		$601K Buy
7,243
+176
+2% +$15.1K 0.06% 258
2022
Q4 		$582K Sell
7,067
-354
-5% -$29.4K 0.06% 249
2022
Q3 		$595K Sell
7,421
-1,392
-16% -$130K 0.07% 233
2022
Q2 		$803K Sell
8,813
-2,316
-21% -$231K 0.09% 207
2022
Q1 		$1.21M Buy
11,129
+522
+5% +$55.2K 0.12% 176
2021
Q4 		$1.23M Buy
10,607
+290
+3% +$31.7K 0.12% 171
2021
Q3 		$1.05M Buy
10,317
+6,624
+179% +$703K 0.12% 181
2021
Q2 		$339K Hold
3,693
– – 0.05% 300
2021
Q1 		$339K Buy
+3,693
New +$325K 0.06% 244
2019
Q1 		– Sell
-9,668
Closed -$721K – 262
2018
Q4 		$721K Sell
9,668
-12,276
-56% -$967K 0.22% 96
2018
Q3 		$1.77M Buy
21,944
+10,010
+84% +$824K 0.39% 71
2018
Q2 		$972K Buy
11,934
+5,089
+74% +$394K 0.23% 96
2018
Q1 		$517K Buy
+6,845
New +$524K 0.1% 189
2017
Q3 		– Sell
-8,161
Closed -$679K – 345
2017
Q2 		$679K Buy
8,161
+1,275
+19% +$106K 0.14% 156
2017
Q1 		$569K Sell
6,886
-2,874
-29% -$238K 0.13% 165
2016
Q4 		$805K Buy
9,760
+771
+9% +$62.8K 0.17% 126
2016
Q3 		$780K Sell
8,989
-140
-2% -$12.5K 0.19% 126
2016
Q2 		$809K Buy
9,129
+3,072
+51% +$258K 0.2% 121
2016
Q1 		$508K Sell
6,057
-518
-8% -$40.3K 0.13% 162
2015
Q4 		$524K Buy
6,575
+92
+1% +$7.28K 0.13% 171
2015
Q3 		$490K Sell
6,483
-815
-11% -$62.6K 0.13% 171
2015
Q2 		$545K Sell
7,298
-1,299
-15% -$104K 0.14% 169
2015
Q1 		$725K Buy
8,597
+3,779
+78% +$321K 0.19% 136
2014
Q4 		$390K Buy
4,818
+840
+21% +$65.9K 0.1% 202
2014
Q3 		$286K Buy
3,978
+955
+32% +$72.1K 0.09% 231
2014
Q2 		$226K Hold
3,023
– – 0.07% 269
2014
Q1 		$213K Buy
+3,023
New +$207K 0.07% 261

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

Essex Financial Services's VNQ Position: Q1 2026 in Review

Essex Financial Services reduced its Vanguard Real Estate ETF (VNQ) stake by 4.9% in Q1 2026, selling an estimated $18K and leaving 3,840 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #565.

Essex Financial Services first reported a position in VNQ in Q1 2014 and has held it in 39 quarters since. The position peaked at $1.77M in Q3 2018. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Essex Financial Services held 3,840 shares of Vanguard Real Estate ETF worth $341K as of Q1 2026.
  • Essex Financial Services sold 196 Vanguard Real Estate ETF shares in Q1 2026, an estimated $18K.
  • Vanguard Real Estate ETF made up 0.02% of Essex Financial Services's portfolio in Q1 2026, its #565 holding.
  • Essex Financial Services first reported a position in Vanguard Real Estate ETF in Q1 2014 and has held it in 39 quarters since.
  • Essex Financial Services's Vanguard Real Estate ETF position peaked at $1.77M in Q3 2018.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.