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Ferguson Wellman Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Ferguson Wellman Capital 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
Q2 		$476K Sell
4,934
-15
-0.3% -$1.43K 0.01% 310
2026
Q1 		$439K Sell
4,949
-79
-2% -$7.24K 0.01% 305
2025
Q4 		$445K Sell
5,028
-27
-0.5% -$2.43K 0.01% 264
2025
Q3 		$462K Sell
5,055
-400
-7% -$36.3K 0.01% 256
2025
Q2 		$486K Sell
5,455
-631
-10% -$55.7K 0.01% 248
2025
Q1 		$551K Sell
6,086
-44
-0.7% -$3.99K 0.01% 234
2024
Q4 		$546K Sell
6,130
-80
-1% -$7.56K 0.01% 235
2024
Q3 		$605K Hold
6,210
– – 0.01% 229
2024
Q2 		$520K Sell
6,210
-206
-3% -$17K 0.01% 237
2024
Q1 		$555K Sell
6,416
-259
-4% -$22.1K 0.01% 243
2023
Q4 		$590K Sell
6,675
-255
-4% -$20.2K 0.01% 237
2023
Q3 		$524K Buy
6,930
+10
+0.1% +$825 0.01% 240
2023
Q2 		$578K Sell
6,920
-2,335
-25% -$191K 0.01% 242
2023
Q1 		$769K Sell
9,255
-220,555
-96% -$19M 0.02% 210
2022
Q4 		$19M Buy
+229,810
New +$19.1M 0.49% 62
2022
Q3 		– Sell
-2,528
Closed -$230K – 304
2022
Q2 		$230K Buy
2,528
+430
+20% +$42.9K 0.01% 293
2022
Q1 		$227K Sell
2,098
-49
-2% -$5.19K 0.01% 317
2021
Q4 		$249K Hold
2,147
– – 0.01% 305
2021
Q3 		$219K Buy
2,147
+85
+4% +$9.02K 0.01% 321
2021
Q2 		$210K Buy
+2,062
New +$204K 0.01% 330
2020
Q3 		– Sell
-2,783
Closed -$219K – 357
2020
Q2 		$219K Buy
+2,783
New +$211K 0.01% 317
2020
Q1 		– Sell
-5,464
Closed -$507K – 358
2019
Q4 		$507K Sell
5,464
-39
-0.7% -$3.61K 0.01% 269
2019
Q3 		$513K Buy
5,503
+1,875
+52% +$170K 0.02% 262
2019
Q2 		$317K Sell
3,628
-49
-1% -$4.29K 0.01% 284
2019
Q1 		$320K Hold
3,677
– – 0.01% 284
2018
Q4 		$274K Sell
3,677
-45
-1% -$3.54K 0.01% 296
2018
Q3 		$300K Buy
3,722
+820
+28% +$67.5K 0.01% 279
2018
Q2 		$236K Hold
2,902
– – 0.01% 312
2018
Q1 		$219K Hold
2,902
– – 0.01% 325
2017
Q4 		$241K Sell
2,902
-4,454
-61% -$373K 0.01% 314
2017
Q3 		$611K Hold
7,356
– – 0.02% 224
2017
Q2 		$613K Sell
7,356
-665
-8% -$55.5K 0.02% 214
2017
Q1 		$663K Buy
8,021
+75
+0.9% +$6.22K 0.03% 210
2016
Q4 		$656K Sell
7,946
-606
-7% -$49.4K 0.03% 212
2016
Q3 		$742K Buy
8,552
+3,907
+84% +$349K 0.03% 181
2016
Q2 		$412K Hold
4,645
– – 0.02% 238
2016
Q1 		$389K Sell
4,645
-4,608
-50% -$359K 0.02% 236
2015
Q4 		$738K Buy
9,253
+130
+1% +$10.3K 0.03% 216
2015
Q3 		$689K Buy
9,123
+23
+0.3% +$1.77K 0.03% 215
2015
Q2 		$680K Sell
9,100
-1,750
-16% -$140K 0.03% 223
2015
Q1 		$915K Sell
10,850
-993
-8% -$84.3K 0.04% 206
2014
Q4 		$959K Buy
11,843
+68
+0.6% +$5.33K 0.04% 203
2014
Q3 		$846K Buy
11,775
+422
+4% +$31.8K 0.04% 199
2014
Q2 		$850K Buy
+11,353
New +$835K 0.04% 201

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Ferguson Wellman Capital Management's VNQ Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Vanguard Real Estate ETF (VNQ) stake by 0.3% in Q2 2026, selling an estimated $1.43K and leaving 4,934 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #310.

Ferguson Wellman Capital Management first reported a position in VNQ in Q2 2014 and has held it in 44 quarters since. The position peaked at $19M in Q4 2022. 693 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Ferguson Wellman Capital Management held 4,934 shares of Vanguard Real Estate ETF worth $476K as of Q2 2026.
  • Ferguson Wellman Capital Management sold 15 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.43K.
  • Vanguard Real Estate ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #310 holding.
  • Ferguson Wellman Capital Management first reported a position in Vanguard Real Estate ETF in Q2 2014 and has held it in 44 quarters since.
  • Ferguson Wellman Capital Management's Vanguard Real Estate ETF position peaked at $19M in Q4 2022.
  • 693 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.