Essex LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

Essex LLC’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	$389K	Sell	4,037 -288	-7%	-$27.5K	0.06%	130
2026 Q1	$384K	Buy	4,325 +47	+1%	+$4.31K	0.07%	130
2025 Q4	$379K	Buy	4,278 +35	+0.8%	+$3.15K	0.07%	127
2025 Q3	$388K	Buy	4,243 +37	+0.9%	+$3.36K	0.07%	120
2025 Q2	$375K	Buy	4,206 +229	+6%	+$20.2K	0.07%	119
2025 Q1	$360K	Buy	3,977 +38	+1%	+$3.45K	0.08%	116
2024 Q4	$351K	Sell	3,939 -1,506	-28%	-$142K	0.07%	120
2024 Q3	$530K	Buy	5,445 +24	+0.4%	+$2.21K	0.11%	106
2024 Q2	$454K	Buy	+5,421	New	+$448K	0.1%	106

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Essex LLC's VNQ Position: Q2 2026 in Review

Essex LLC reduced its Vanguard Real Estate ETF (VNQ) stake by 6.7% in Q2 2026, selling an estimated $27.5K and leaving 4,037 shares worth $389K. The position accounts for 0.06% of the portfolio, ranked #130.

Essex LLC first reported a position in VNQ in Q2 2024 and has held it in 9 quarters since. The position peaked at $530K in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Essex LLC held 4,037 shares of Vanguard Real Estate ETF worth $389K as of Q2 2026.
Essex LLC sold 288 Vanguard Real Estate ETF shares in Q2 2026, an estimated $27.5K.
Vanguard Real Estate ETF made up 0.06% of Essex LLC's portfolio in Q2 2026, its #130 holding.
Essex LLC first reported a position in Vanguard Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
Essex LLC's Vanguard Real Estate ETF position peaked at $530K in Q3 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.