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Godshalk Welsh Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Godshalk Welsh Capital 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 		$717K Hold
8,085
– – 0.42% 72
2025
Q4 		$715K Buy
8,085
+150
+2% +$13.5K 0.41% 75
2025
Q3 		$725K Buy
7,935
+450
+6% +$40.8K 0.42% 75
2025
Q2 		$667K Sell
7,485
-350
-4% -$30.9K 0.41% 72
2025
Q1 		$709K Sell
7,835
-250
-3% -$22.7K 0.46% 68
2024
Q4 		$720K Sell
8,085
-250
-3% -$23.6K 0.46% 68
2024
Q3 		$812K Buy
8,335
+550
+7% +$50.6K 0.51% 63
2024
Q2 		$652K Sell
7,785
-625
-7% -$51.6K 0.43% 71
2024
Q1 		$727K Hold
8,410
– – 0.49% 63
2023
Q4 		$743K Sell
8,410
-2,100
-20% -$166K 0.53% 60
2023
Q3 		$795K Sell
10,510
-350
-3% -$28.9K 0.6% 60
2023
Q2 		$907K Sell
10,860
-100
-0.9% -$8.19K 0.62% 53
2023
Q1 		$910K Buy
10,960
+500
+5% +$43K 0.64% 54
2022
Q4 		$863K Hold
10,460
– – 0.63% 59
2022
Q3 		$839K Hold
10,460
– – 0.62% 59
2022
Q2 		$953K Sell
10,460
-50
-0.5% -$4.98K 0.68% 54
2022
Q1 		$1.14M Hold
10,510
– – 0.7% 51
2021
Q4 		$1.22M Sell
10,510
-209
-2% -$22.8K 0.69% 50
2021
Q3 		$1.09M Buy
10,719
+25
+0.2% +$2.65K 0.68% 49
2021
Q2 		$1.12M Buy
10,694
+2,234
+26% +$222K 0.7% 49
2021
Q1 		$777K Buy
+8,460
New +$744K 0.54% 61

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

Godshalk Welsh Capital Management's VNQ Position: Q1 2026 in Review

Godshalk Welsh Capital Management held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 8,085 shares worth $717K. The position accounts for 0.42% of the portfolio, ranked #72.

Godshalk Welsh Capital Management first reported a position in VNQ in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.22M in Q4 2021. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Godshalk Welsh Capital Management held 8,085 shares of Vanguard Real Estate ETF worth $717K as of Q1 2026.
  • Godshalk Welsh Capital Management left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
  • Vanguard Real Estate ETF made up 0.42% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #72 holding.
  • Godshalk Welsh Capital Management first reported a position in Vanguard Real Estate ETF in Q1 2021 and has held it in 21 quarters since.
  • Godshalk Welsh Capital Management's Vanguard Real Estate ETF position peaked at $1.22M in Q4 2021.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.