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Financial Insights’s Vanguard Real Estate ETF VNQ Stock Holding History

Financial Insights’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 		$305K Buy
3,434
+100
+3% +$9.17K 0.1% 101
2025
Q4 		$295K Buy
3,334
+151
+5% +$13.6K 0.1% 99
2025
Q3 		$291K Hold
3,183
– – 0.1% 102
2025
Q2 		$283K Sell
3,183
-93
-3% -$8.2K 0.1% 96
2025
Q1 		$297K Buy
3,276
+4
+0.1% +$363 0.12% 82
2024
Q4 		$291K Sell
3,272
-1,000
-23% -$94.5K 0.11% 84
2024
Q3 		$416K Buy
+4,272
New +$393K 0.13% 97
2023
Q3 		– Sell
-56,201
Closed -$4.7M – 159
2023
Q2 		$4.7M Sell
56,201
-2,148
-4% -$176K 1.72% 12
2023
Q1 		$4.85M Buy
58,349
+7,020
+14% +$603K 1.97% 11
2022
Q4 		$4.23M Buy
51,329
+1,647
+3% +$137K 2% 12
2022
Q3 		$3.98M Buy
49,682
+3,738
+8% +$350K 2.68% 6
2022
Q2 		$4.19M Buy
45,944
+2,180
+5% +$217K 4.25% 5
2022
Q1 		$4.74M Buy
43,764
+478
+1% +$50.6K 4.36% 4
2021
Q4 		$5.02M Sell
43,286
-567
-1% -$61.9K 4.33% 5
2021
Q3 		$4.46M Buy
43,853
+731
+2% +$77.5K 4.11% 6
2021
Q2 		$43.9M Buy
43,122
+920
+2% +$91.2K 3.63% 7
2021
Q1 		$3.88M Buy
42,202
+1,326
+3% +$117K 2.86% 10
2020
Q4 		$3.47M Sell
40,876
-5,686
-12% -$472K 2.69% 12
2020
Q3 		$3.68M Sell
46,562
-241,099
-84% -$19.4M 3.13% 10
2020
Q2 		$3.69K Buy
287,661
+241,194
+519% +$18.3M 3.28% 10
2020
Q1 		$3.25M Buy
46,467
+397
+0.9% +$34.9K 3.42% 10
2019
Q4 		$4.28M Sell
46,070
-288
-0.6% -$26.7K 3.75% 10
2019
Q3 		$4.32M Buy
46,358
+1,361
+3% +$124K 4.14% 10
2019
Q2 		$4.08M Buy
44,997
+1,042
+2% +$91.2K 4.14% 10
2019
Q1 		$3.81M Buy
43,955
+490
+1% +$40.5K 3.97% 10
2018
Q4 		$3.63M Buy
+43,465
New +$3.42M 4.05% 11

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

Financial Insights's VNQ Position: Q1 2026 in Review

Financial Insights increased its Vanguard Real Estate ETF (VNQ) stake by 3% in Q1 2026, buying an estimated $9.17K and bringing the position to 3,434 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #101.

Financial Insights first reported a position in VNQ in Q4 2018 and has held it in 26 quarters since. The position peaked at $43.9M in Q2 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Financial Insights held 3,434 shares of Vanguard Real Estate ETF worth $305K as of Q1 2026.
  • Financial Insights bought 100 Vanguard Real Estate ETF shares in Q1 2026, an estimated $9.17K.
  • Vanguard Real Estate ETF made up 0.1% of Financial Insights's portfolio in Q1 2026, its #101 holding.
  • Financial Insights first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 26 quarters since.
  • Financial Insights's Vanguard Real Estate ETF position peaked at $43.9M in Q2 2021.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.