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VNQ icon

EverSource Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

EverSource Wealth Advisors’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 		$532K Buy
6,003
+1,405
+31% +$129K 0.02% 581
2025
Q4 		$407K Buy
4,598
+1,249
+37% +$112K 0.02% 615
2025
Q3 		$306K Sell
3,349
-35
-1% -$3.17K 0.01% 723
2025
Q2 		$301K Sell
3,384
-208
-6% -$18.3K 0.01% 669
2025
Q1 		$325K Sell
3,592
-89,800
-96% -$8.15M 0.02% 494
2024
Q4 		$8.32M Buy
93,392
+4,805
+5% +$454K 0.47% 49
2024
Q3 		$8.63M Buy
88,587
+84,365
+1,998% +$7.77M 0.55% 47
2024
Q2 		$382K Sell
4,222
-240
-5% -$19.8K 0.03% 370
2024
Q1 		$355K Buy
4,462
+1,227
+38% +$105K 0.03% 338
2023
Q4 		$286K Sell
3,235
-886
-21% -$70.2K 0.03% 352
2023
Q3 		$312K Buy
4,121
+288
+8% +$23.7K 0.03% 299
2023
Q2 		$320K Sell
3,833
-1,177
-23% -$96.4K 0.04% 295
2023
Q1 		$416K Buy
5,010
+154
+3% +$13.2K 0.05% 245
2022
Q4 		$401K Buy
4,856
+3,183
+190% +$264K 0.06% 230
2022
Q3 		$134K Sell
1,673
-267
-14% -$25K 0.03% 361
2022
Q2 		$177K Sell
1,940
-23
-1% -$2.29K 0.05% 272
2022
Q1 		$212K Buy
1,963
+18
+0.9% +$1.91K 0.05% 249
2021
Q4 		$226K Buy
+1,945
New +$212K 0.06% 211

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

EverSource Wealth Advisors's VNQ Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 31% in Q1 2026, buying an estimated $129K and bringing the position to 6,003 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #581.

EverSource Wealth Advisors first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.63M in Q3 2024. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • EverSource Wealth Advisors held 6,003 shares of Vanguard Real Estate ETF worth $532K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,405 Vanguard Real Estate ETF shares in Q1 2026, an estimated $129K.
  • Vanguard Real Estate ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #581 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Vanguard Real Estate ETF position peaked at $8.63M in Q3 2024.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.