FHC
VNQ icon

First Heartland Consultants’s Vanguard Real Estate ETF VNQ Stock Holding History

First Heartland Consultants’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 		$331K Sell
3,433
-165
-5% -$15.8K 0.02% 436
2026
Q1 		$319K Sell
3,598
-114
-3% -$10.5K 0.02% 394
2025
Q4 		$328K Sell
3,712
-1,434
-28% -$129K 0.02% 399
2025
Q3 		$470K Sell
5,146
-388
-7% -$35.2K 0.04% 299
2025
Q2 		$493K Buy
5,534
+673
+14% +$59.4K 0.04% 274
2025
Q1 		$440K Sell
4,861
-233
-5% -$21.1K 0.05% 261
2024
Q4 		$454K Sell
5,094
-214
-4% -$20.2K 0.05% 255
2024
Q3 		$517K Sell
5,308
-400
-7% -$36.8K 0.06% 235
2024
Q2 		$478 Sell
5,708
-8,055
-59% -$665K 0.03% 267
2024
Q1 		$1.19M Buy
13,763
+9,158
+199% +$782K 0.12% 149
2023
Q4 		$407K Sell
4,605
-198
-4% -$15.7K 0.05% 241
2023
Q3 		$363K Sell
4,803
-604
-11% -$49.8K 0.05% 259
2023
Q2 		$452K Buy
5,407
+9
+0.2% +$737 0.06% 228
2023
Q1 		$448K Sell
5,398
-21
-0.4% -$1.8K 0.07% 219
2022
Q4 		$447K Buy
5,419
+143
+3% +$11.9K 0.07% 213
2022
Q3 		$423 Hold
5,276
– – 0.04% 208
2022
Q2 		$480K Buy
5,276
+183
+4% +$18.2K 0.08% 196
2022
Q1 		$551K Sell
5,093
-13,440
-73% -$1.42M 0.09% 171
2021
Q4 		$2.15K Buy
18,533
+423
+2% +$46.2K 0.08% 73
2021
Q3 		$1.84M Buy
18,110
+11,079
+158% +$1.18M 0.28% 82
2021
Q2 		$716K Buy
7,031
+386
+6% +$38.3K 0.11% 160
2021
Q1 		$610K Sell
6,645
-539
-8% -$47.4K 0.1% 173
2020
Q4 		$610K Sell
7,184
-616
-8% -$51.1K 0.1% 148
2020
Q3 		$616K Sell
7,800
-890
-10% -$71.4K 0.12% 131
2020
Q2 		$682K Sell
8,690
-251
-3% -$19K 0.13% 125
2020
Q1 		$625K Sell
8,941
-10,492
-54% -$921K 0.16% 116
2019
Q4 		$1.8M Buy
19,433
+999
+5% +$92.5K 0.36% 71
2019
Q3 		$1.72M Buy
18,434
+758
+4% +$68.8K 0.37% 71
2019
Q2 		$1.54M Buy
17,676
+9,681
+121% +$847K 0.37% 68
2019
Q1 		$695K Buy
7,995
+223
+3% +$18.4K 0.19% 122
2018
Q4 		$580K Sell
7,772
-532
-6% -$41.9K 0.22% 108
2018
Q3 		$670K Sell
8,304
-532
-6% -$43.8K 0.21% 107
2018
Q2 		$720K Sell
8,836
-1,581
-15% -$122K 0.25% 99
2018
Q1 		$786K Sell
10,417
-280
-3% -$21.4K 0.24% 109
2017
Q4 		$888K Sell
10,697
-612
-5% -$51.3K 0.27% 96
2017
Q3 		$940K Buy
11,309
+321
+3% +$26.8K 0.23% 127
2017
Q2 		$915K Buy
10,988
+1,308
+14% +$109K 0.24% 119
2017
Q1 		$799K Buy
9,680
+1,630
+20% +$135K 0.22% 130
2016
Q4 		$664K Buy
8,050
+94
+1% +$7.66K 0.2% 140
2016
Q3 		$690K Buy
7,956
+1,841
+30% +$164K 0.2% 127
2016
Q2 		$542 Buy
6,115
+2,004
+49% +$168K 0.06% 145
2016
Q1 		$345K Sell
4,111
-268
-6% -$20.9K 0.13% 180
2015
Q4 		$349K Buy
4,379
+731
+20% +$57.9K 0.13% 178
2015
Q3 		$276K Sell
3,648
-4,425
-55% -$340K 0.12% 192
2015
Q2 		$603 Sell
8,073
-20,579
-72% -$1.64M 0.16% 119
2015
Q1 		$2.42M Buy
28,652
+20,925
+271% +$1.78M 0.92% 22
2014
Q4 		$626K Buy
7,727
+1,729
+29% +$136K 0.26% 112
2014
Q3 		$431K Buy
5,998
+925
+18% +$69.8K 0.19% 150
2014
Q2 		$380K Buy
5,073
+110
+2% +$8.09K 0.17% 152
2014
Q1 		$351K Buy
+4,963
New +$340K 0.17% 148
2013
Q4 		– Sell
-4,348
Closed -$292K – 240
2013
Q3 		$292K Sell
4,348
-6,483
-60% -$441K 0.18% 156
2013
Q2 		$744K Buy
+10,831
New +$787K 0.43% 60

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

First Heartland Consultants's VNQ Position: Q2 2026 in Review

First Heartland Consultants reduced its Vanguard Real Estate ETF (VNQ) stake by 4.6% in Q2 2026, selling an estimated $15.8K and leaving 3,433 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #436.

First Heartland Consultants first reported a position in VNQ in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.42M in Q1 2015. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • First Heartland Consultants held 3,433 shares of Vanguard Real Estate ETF worth $331K as of Q2 2026.
  • First Heartland Consultants sold 165 Vanguard Real Estate ETF shares in Q2 2026, an estimated $15.8K.
  • Vanguard Real Estate ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #436 holding.
  • First Heartland Consultants first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 52 quarters since.
  • First Heartland Consultants's Vanguard Real Estate ETF position peaked at $2.42M in Q1 2015.
  • 635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.