Gallagher Fiduciary Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Gallagher Fiduciary Advisors’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	$6.7M	Buy	69,532 +67,884	+4,119%	+$6.49M	0.22%	37
2026 Q1	$146K	Sell	1,648 -69,048	-98%	-$6.33M	0.01%	327
2025 Q4	$6.26M	Buy	+70,696	New	+$6.35M	0.2%	34
2025 Q3	–	Sell	-1,273	Closed	-$113K	–	345
2025 Q2	$113K	Sell	1,273 -63,412	-98%	-$5.59M	﹤0.01%	315
2025 Q1	$5.86M	Buy	+64,685	New	+$5.87M	0.19%	39

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Gallagher Fiduciary Advisors's VNQ Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 4,119% in Q2 2026, buying an estimated $6.49M and bringing the position to 69,532 shares worth $6.7M. The position accounts for 0.22% of the portfolio, ranked #37.

Gallagher Fiduciary Advisors first reported a position in VNQ in Q1 2025 and has held it in 5 quarters since. 1,807 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Gallagher Fiduciary Advisors held 69,532 shares of Vanguard Real Estate ETF worth $6.7M as of Q2 2026.
Gallagher Fiduciary Advisors bought 67,884 Vanguard Real Estate ETF shares in Q2 2026, an estimated $6.49M.
Vanguard Real Estate ETF made up 0.22% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #37 holding.
Gallagher Fiduciary Advisors first reported a position in Vanguard Real Estate ETF in Q1 2025 and has held it in 5 quarters since.
1,807 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.