Financial Management Network
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Financial Management Network’s Vanguard Real Estate ETF VNQ Stock Holding History

Financial Management Network’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
Q3 		$1.58M Sell
17,605
-4,177
-19% -$405K 0.23% 69
2026
Q2 		$2.18M Buy
21,782
+799
+4% +$76.4K 0.31% 59
2026
Q1 		$1.95M Buy
20,983
+1,054
+5% +$96.6K 0.3% 58
2025
Q4 		$1.76M Sell
19,929
-2,305
-10% -$207K 0.28% 60
2025
Q3 		$2.01M Sell
22,234
-5,222
-19% -$474K 0.33% 56
2025
Q2 		$2.47M Buy
27,456
+561
+2% +$49.5K 0.44% 54
2025
Q1 		$2.21M Sell
26,895
-337
-1% -$30.6K 0.5% 47
2024
Q4 		$2.44M Sell
27,232
-33
-0.1% -$3.12K 0.51% 48
2024
Q3 		$2.59M Sell
27,265
-213
-0.8% -$19.6K 0.54% 44
2024
Q2 		$2.29M Buy
27,478
+1,948
+8% +$161K 0.55% 38
2024
Q1 		$2.13M Sell
25,530
-20
-0.1% -$1.71K 0.54% 38
2023
Q4 		$2.21M Buy
25,550
+4,984
+24% +$395K 0.65% 34
2023
Q3 		$1.52M Buy
20,566
+587
+3% +$48.4K 0.5% 40
2023
Q2 		$1.69M Buy
19,979
+3,842
+24% +$315K 0.59% 36
2023
Q1 		$1.33M Buy
16,137
+4,553
+39% +$391K 0.53% 37
2022
Q4 		$978K Sell
11,584
-2,030
-15% -$168K 0.44% 48
2022
Q3 		$1.13M Buy
13,614
+331
+2% +$31K 0.56% 36
2022
Q2 		$1.23M Sell
13,283
-627
-5% -$62.5K 0.66% 34
2022
Q1 		$1.53M Buy
13,910
+201
+1% +$21.3K 0.78% 26
2021
Q4 		$1.58M Buy
13,709
+372
+3% +$40.6K 0.72% 30
2021
Q3 		$1.38M Buy
13,337
+1,186
+10% +$126K 0.7% 33
2021
Q2 		$1.25M Sell
12,151
-234
-2% -$23.2K 0.63% 38
2021
Q1 		$1.22M Buy
12,385
+4,467
+56% +$393K 0.63% 36
2020
Q4 		$681K Buy
+7,918
New +$657K 0.42% 52

Other funds holding VNQ

Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Seven Post Investment Office
Seven Post Investment Office San Francisco, California $328M AUM 7.15% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Financial Management Network's VNQ Position: Q3 2026 in Review

Financial Management Network reduced its Vanguard Real Estate ETF (VNQ) stake by 19% in Q3 2026, selling an estimated $405K and leaving 17,605 shares worth $1.58M. The position accounts for 0.23% of the portfolio, ranked #69.

Financial Management Network first reported a position in VNQ in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.59M in Q3 2024. 770 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

  • Financial Management Network held 17,605 shares of Vanguard Real Estate ETF worth $1.58M as of Q3 2026.
  • Financial Management Network sold 4,177 Vanguard Real Estate ETF shares in Q3 2026, an estimated $405K.
  • Vanguard Real Estate ETF made up 0.23% of Financial Management Network's portfolio in Q3 2026, its #69 holding.
  • Financial Management Network first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 24 quarters since.
  • Financial Management Network's Vanguard Real Estate ETF position peaked at $2.59M in Q3 2024.
  • 770 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.