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VNQ icon

GLOBALT Investments’s Vanguard Real Estate ETF VNQ Stock Holding History

GLOBALT Investments’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 		$1.58M Sell
16,350
-400
-2% -$38.2K 0.05% 126
2026
Q1 		$1.49M Hold
16,750
– – 0.05% 123
2025
Q4 		$1.48M Hold
16,750
– – 0.05% 121
2025
Q3 		$1.53M Sell
16,750
-1,350
-7% -$122K 0.06% 125
2025
Q2 		$1.61M Sell
18,100
-2,675
-13% -$236K 0.06% 124
2025
Q1 		$1.88M Sell
20,775
-2,125
-9% -$193K 0.08% 119
2024
Q4 		$2.04M Sell
22,900
-2,200
-9% -$208K 0.08% 122
2024
Q3 		$2.45M Sell
25,100
-700
-3% -$64.5K 0.09% 112
2024
Q2 		$2.16M Buy
25,800
+5,800
+29% +$479K 0.09% 113
2024
Q1 		$1.73M Hold
20,000
– – 0.07% 124
2023
Q4 		$1.77M Buy
+20,000
New +$1.59M 0.07% 119

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

GLOBALT Investments's VNQ Position: Q2 2026 in Review

GLOBALT Investments reduced its Vanguard Real Estate ETF (VNQ) stake by 2.4% in Q2 2026, selling an estimated $38.2K and leaving 16,350 shares worth $1.58M. The position accounts for 0.05% of the portfolio, ranked #126.

GLOBALT Investments first reported a position in VNQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.45M in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • GLOBALT Investments held 16,350 shares of Vanguard Real Estate ETF worth $1.58M as of Q2 2026.
  • GLOBALT Investments sold 400 Vanguard Real Estate ETF shares in Q2 2026, an estimated $38.2K.
  • Vanguard Real Estate ETF made up 0.05% of GLOBALT Investments's portfolio in Q2 2026, its #126 holding.
  • GLOBALT Investments first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Vanguard Real Estate ETF position peaked at $2.45M in Q3 2024.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.