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VNQ icon

Financial & Tax Architects’s Vanguard Real Estate ETF VNQ Stock Holding History

Financial & Tax Architects’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 		$4M Buy
45,088
+6,580
+17% +$603K 0.89% 44
2025
Q4 		$3.41M Buy
+38,508
New +$3.46M 0.77% 44
2025
Q2 		– Sell
-28,918
Closed -$2.62M – 114
2025
Q1 		$2.62M Buy
28,918
+1,418
+5% +$129K 0.66% 42
2024
Q4 		$2.45M Buy
27,500
+1,979
+8% +$187K 0.62% 42
2024
Q3 		$2.49M Sell
25,521
-322
-1% -$29.6K 0.64% 40
2024
Q2 		$2.16M Sell
25,843
-62
-0.2% -$5.12K 0.58% 44
2024
Q1 		$2.24M Buy
25,905
+251
+1% +$21.4K 0.62% 43
2023
Q4 		$2.27M Sell
25,654
-1,124
-4% -$89.1K 0.67% 40
2023
Q3 		$2.03M Buy
+26,778
New +$2.21M 0.63% 42
2022
Q2 		– Sell
-17,564
Closed -$1.9M – 97
2022
Q1 		$1.9M Buy
17,564
+1,745
+11% +$185K 0.72% 43
2021
Q4 		$1.84M Sell
15,819
-2,357
-13% -$257K 0.75% 44
2021
Q3 		$1.85M Sell
18,176
-1,872
-9% -$199K 0.84% 42
2021
Q2 		$2.04M Sell
20,048
-3,776
-16% -$374K 1% 39
2021
Q1 		$2.19M Buy
+23,824
New +$2.09M 1.23% 35

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 & Tax Architects's VNQ Position: Q1 2026 in Review

Financial & Tax Architects increased its Vanguard Real Estate ETF (VNQ) stake by 17% in Q1 2026, buying an estimated $603K and bringing the position to 45,088 shares worth $4M. The position accounts for 0.89% of the portfolio, ranked #44.

Financial & Tax Architects first reported a position in VNQ in Q1 2021 and has held it in 14 quarters since. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Financial & Tax Architects held 45,088 shares of Vanguard Real Estate ETF worth $4M as of Q1 2026.
  • Financial & Tax Architects bought 6,580 Vanguard Real Estate ETF shares in Q1 2026, an estimated $603K.
  • Vanguard Real Estate ETF made up 0.89% of Financial & Tax Architects's portfolio in Q1 2026, its #44 holding.
  • Financial & Tax Architects first reported a position in Vanguard Real Estate ETF in Q1 2021 and has held it in 14 quarters since.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.