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FWL Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

FWL Investment Management’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 		– Sell
-200
Closed -$17.7K – 412
2025
Q4 		$17.7K Hold
200
– – ﹤0.01% 229
2025
Q3 		$18.3K Hold
200
– – ﹤0.01% 204
2025
Q2 		$17.8K Buy
+200
New +$17.6K 0.01% 202
2024
Q4 		– Sell
-188
Closed -$18.3K – 332
2024
Q3 		$18.3K Buy
+188
New +$17.3K 0.01% 193

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FWL Investment Management's VNQ Position: Q1 2026 in Review

FWL Investment Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 200 shares — an estimated $17.7K sold.

FWL Investment Management first reported a position in VNQ in Q3 2024 and held it in 4 quarters. The position peaked at $18.3K in Q3 2024. 1,782 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • FWL Investment Management reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • FWL Investment Management sold 200 Vanguard Real Estate ETF shares in Q1 2026, an estimated $17.7K.
  • FWL Investment Management first reported a position in Vanguard Real Estate ETF in Q3 2024 and held it in 4 quarters.
  • FWL Investment Management's Vanguard Real Estate ETF position peaked at $18.3K in Q3 2024.
  • 1,782 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.