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VNQ icon

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

Evermay 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 		$30.1K Sell
339
-17
-5% -$1.56K ﹤0.01% 354
2025
Q4 		$31.5K Buy
356
+113
+47% +$10.2K ﹤0.01% 350
2025
Q3 		$22.2K Hold
243
– – ﹤0.01% 381
2025
Q2 		$21.7K Sell
243
-6
-2% -$529 ﹤0.01% 385
2025
Q1 		$22.6K Buy
249
+6
+2% +$545 ﹤0.01% 378
2024
Q4 		$21.7K Hold
243
– – ﹤0.01% 377
2024
Q3 		$23.7K Hold
243
– – ﹤0.01% 388
2024
Q2 		$20.4K Hold
243
– – ﹤0.01% 403
2024
Q1 		$21K Buy
243
+143
+143% +$12.2K ﹤0.01% 413
2023
Q4 		$8.84K Sell
100
-127
-56% -$10.1K ﹤0.01% 462
2023
Q3 		$17.2K Sell
227
-221
-49% -$18.2K ﹤0.01% 387
2023
Q2 		$37.7K Sell
448
-47
-9% -$3.85K 0.01% 334
2023
Q1 		$41.1K Sell
495
-82
-14% -$7.05K 0.01% 314
2022
Q4 		$47.6K Sell
577
-555
-49% -$46K 0.01% 301
2022
Q3 		$91K Sell
1,132
-206
-15% -$19.3K 0.02% 226
2022
Q2 		$122K Sell
1,338
-3,737
-74% -$372K 0.02% 197
2022
Q1 		$550K Buy
5,075
+4,383
+633% +$464K 0.09% 99
2021
Q4 		$80K Buy
692
+522
+307% +$57K 0.01% 241
2021
Q3 		$17K Hold
170
– – ﹤0.01% 352
2021
Q2 		$17K Buy
+170
New +$16.9K ﹤0.01% 369
2018
Q1 		– Hold
0
– – – 126
2017
Q4 		– Hold
0
– – – 58
2017
Q3 		– Hold
0
– – – 32
2017
Q2 		– Hold
0
– – – 28
2017
Q1 		– Hold
0
– – – 25
2016
Q4 		– Hold
0
– – – 21
2016
Q3 		– Hold
0
– – – 18
2016
Q2 		– Hold
0
– – – 16
2016
Q1 		– Hold
0
– – – 11
2015
Q4 		– Hold
0
– – – 11
2015
Q3 		– Hold
0
– – – 4
2015
Q2 		– Hold
0
– – – 4
2015
Q1 		– Hold
0
– – – 4
2014
Q4 		– Hold
0
– – – 4

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

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

Evermay Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 4.8% in Q1 2026, selling an estimated $1.56K and leaving 339 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Evermay Wealth Management first reported a position in VNQ in Q2 2021 and has held it in 20 quarters since. The position peaked at $550K in Q1 2022. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Evermay Wealth Management held 339 shares of Vanguard Real Estate ETF worth $30.1K as of Q1 2026.
  • Evermay Wealth Management sold 17 Vanguard Real Estate ETF shares in Q1 2026, an estimated $1.56K.
  • Vanguard Real Estate ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #354 holding.
  • Evermay Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's Vanguard Real Estate ETF position peaked at $550K in Q1 2022.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.