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GeoWealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

GeoWealth 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 		$410K Buy
+4,625
New +$424K 0.01% 512
2025
Q4 		– Sell
-3,173
Closed -$290K – 829
2025
Q3 		$290K Sell
3,173
-2,423
-43% -$220K 0.01% 602
2025
Q2 		$498K Sell
5,596
-4,089
-42% -$361K 0.02% 407
2025
Q1 		$877K Buy
9,685
+9,274
+2,256% +$842K 0.04% 300
2024
Q4 		$36.6K Buy
411
+72
+21% +$6.8K ﹤0.01% 1248
2024
Q3 		$33K Sell
339
-31
-8% -$2.85K ﹤0.01% 1187
2024
Q2 		$31K Sell
370
-852
-70% -$70.4K ﹤0.01% 833
2024
Q1 		$106K Buy
1,222
+61
+5% +$5.21K ﹤0.01% 769
2023
Q4 		$103K Buy
+1,161
New +$92K 0.01% 587
2023
Q2 		– Sell
-447
Closed -$37K – 481
2023
Q1 		$37K Sell
447
-430
-49% -$36.9K ﹤0.01% 295
2022
Q4 		$73K Sell
877
-894
-50% -$74.1K 0.01% 286
2022
Q3 		$143K Sell
1,771
-27,098
-94% -$2.53M 0.02% 257
2022
Q2 		$2.63M Sell
28,869
-7,412
-20% -$739K 0.35% 64
2022
Q1 		$3.93M Buy
36,281
+4,465
+14% +$473K 0.35% 76
2021
Q4 		$3.69M Buy
31,816
+25,202
+381% +$2.75M 0.3% 76
2021
Q3 		$672K Sell
6,614
-8,563
-56% -$908K 0.06% 189
2021
Q2 		$1.54M Buy
+15,177
New +$1.51M 0.2% 86
2020
Q4 		– Sell
-70,692
Closed -$5.57M – 224
2020
Q3 		$5.57M Buy
+70,692
New +$5.67M 1.69% 13
2019
Q4 		– Sell
-121,318
Closed -$11.3M – 220
2019
Q3 		$11.3M Buy
+121,318
New +$11M 2.54% 8

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

GeoWealth Management's VNQ Position: Q1 2026 in Review

GeoWealth Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q1 2026: 4,625 shares worth $410K. The stake represents 0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in VNQ as recently as Q3 2025.

GeoWealth Management first reported a position in VNQ in Q3 2019 and has held it in 19 quarters since. The position peaked at $11.3M in Q3 2019. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • GeoWealth Management held 4,625 shares of Vanguard Real Estate ETF worth $410K as of Q1 2026.
  • Vanguard Real Estate ETF was a new GeoWealth Management position in Q1 2026.
  • Vanguard Real Estate ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #512 holding.
  • GeoWealth Management first reported a position in Vanguard Real Estate ETF in Q3 2019 and has held it in 19 quarters since.
  • GeoWealth Management's Vanguard Real Estate ETF position peaked at $11.3M in Q3 2019.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.