FP
VNQ icon

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

Financial Perspectives’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 		$813K Buy
9,168
+4
+0% +$367 0.23% 66
2025
Q4 		$811K Sell
9,164
-62
-0.7% -$5.57K 0.22% 66
2025
Q3 		$843K Buy
9,226
+4
+0% +$363 0.23% 63
2025
Q2 		$821K Sell
9,222
-283
-3% -$25K 0.25% 60
2025
Q1 		$861K Buy
9,505
+4
+0% +$363 0.29% 54
2024
Q4 		$846K Buy
9,501
+377
+4% +$35.6K 0.28% 51
2024
Q3 		$889K Sell
9,124
-83
-0.9% -$7.64K 0.31% 52
2024
Q2 		$771K Hold
9,207
– – 0.28% 55
2024
Q1 		$796K Buy
9,207
+4
+0% +$342 0.3% 52
2023
Q4 		$813K Buy
9,203
+12
+0.1% +$951 0.33% 51
2023
Q3 		$695K Buy
9,191
+6
+0.1% +$495 0.32% 51
2023
Q2 		$768K Buy
9,185
+414
+5% +$33.9K 0.34% 49
2023
Q1 		$728K Buy
8,771
+16
+0.2% +$1.38K 0.35% 50
2022
Q4 		$722K Sell
8,755
-2,531
-22% -$210K 0.37% 48
2022
Q3 		$905K Buy
11,286
+2,517
+29% +$235K 0.51% 34
2022
Q2 		$799K Buy
8,769
+82
+0.9% +$8.17K 0.45% 38
2022
Q1 		$941K Buy
8,687
+156
+2% +$16.5K 0.44% 40
2021
Q4 		$990K Sell
8,531
-16
-0.2% -$1.75K 0.47% 38
2021
Q3 		$870K Hold
8,547
– – 0.44% 40
2021
Q2 		$870K Sell
8,547
-774,612
-99% -$76.8M 0.42% 40
2021
Q1 		$8.53M Buy
783,159
+774,650
+9,104% +$68.1M 0.42% 37
2020
Q4 		$723K Buy
8,509
+34
+0.4% +$2.82K 0.41% 42
2020
Q3 		$669K Sell
8,475
-3
-0% -$241 0.44% 36
2020
Q2 		$666K Sell
8,478
-548
-6% -$41.5K 0.48% 33
2020
Q1 		$630K Buy
9,026
+25
+0.3% +$2.2K 0.51% 29
2019
Q4 		$835K Buy
+9,001
New +$834K 0.57% 21

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 Perspectives's VNQ Position: Q1 2026 in Review

Financial Perspectives increased its Vanguard Real Estate ETF (VNQ) stake by 0.04% in Q1 2026, buying an estimated $367 and bringing the position to 9,168 shares worth $813K. The position accounts for 0.23% of the portfolio, ranked #66.

Financial Perspectives first reported a position in VNQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.53M in Q1 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Financial Perspectives held 9,168 shares of Vanguard Real Estate ETF worth $813K as of Q1 2026.
  • Financial Perspectives bought 4 Vanguard Real Estate ETF shares in Q1 2026, an estimated $367.
  • Vanguard Real Estate ETF made up 0.23% of Financial Perspectives's portfolio in Q1 2026, its #66 holding.
  • Financial Perspectives first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's Vanguard Real Estate ETF position peaked at $8.53M in Q1 2021.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.