Greenwich Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Greenwich Wealth 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	$520K	Sell	5,857 -176	-3%	-$16.1K	0.02%	195
2025 Q4	$534K	Sell	6,033 -100	-2%	-$8.99K	0.02%	192
2025 Q3	$561K	Hold	6,133	–	–	0.03%	194
2025 Q2	$546K	Hold	6,133	–	–	0.03%	172
2025 Q1	$555K	Sell	6,133 -1	-0%	-$91	0.04%	154
2024 Q4	$546K	Hold	6,134	–	–	0.04%	159
2024 Q3	$598K	Hold	6,134	–	–	0.04%	154
2024 Q2	$514K	Buy	6,134 +1	+0%	+$83	0.04%	161
2024 Q1	$530K	Buy	6,133 +58	+1%	+$4.96K	0.04%	160
2023 Q4	$537K	Sell	6,075 -223	-4%	-$17.7K	0.05%	152
2023 Q3	$476K	Hold	6,298	–	–	0.05%	150
2023 Q2	$526K	Buy	6,298 +333	+6%	+$27.3K	0.06%	150
2023 Q1	$495K	Sell	5,965 -847	-12%	-$72.8K	0.05%	153
2022 Q4	$562K	Sell	6,812 -2,749	-29%	-$228K	0.06%	152
2022 Q3	$763K	Sell	9,561 -110	-1%	-$10.3K	0.08%	123
2022 Q2	$865K	Buy	9,671 +300	+3%	+$29.9K	0.11%	121
2022 Q1	$995K	Buy	9,371 +350	+4%	+$37K	0.1%	113
2021 Q4	$1.02M	Sell	9,021 -10	-0.1%	-$1.09K	0.08%	112
2021 Q3	$920K	Buy	9,031 +70	+0.8%	+$7.42K	0.08%	117
2021 Q2	$918K	Sell	8,961 -1	-0%	-$99	0.08%	115
2021 Q1	$839K	Sell	8,962 -49	-0.5%	-$4.31K	0.07%	111
2020 Q4	$788K	Hold	9,011	–	–	0.07%	109
2020 Q3	$717K	Buy	9,011 +2,694	+43%	+$216K	0.13%	103
2020 Q2	$484K	Buy	6,317 +3,092	+96%	+$234K	0.09%	116
2020 Q1	$203K	Sell	3,225 -300	-9%	-$26.3K	0.04%	168
2019 Q4	$285K	Sell	3,525 -200	-5%	-$18.5K	0.06%	155
2019 Q3	$279K	Sell	3,725 -160	-4%	-$14.5K	0.05%	157
2019 Q2	$292K	Sell	3,885 -125	-3%	-$10.9K	0.05%	154
2019 Q1	$293K	Hold	4,010	–	–	0.05%	147
2018 Q4	$262K	Hold	4,010	–	–	0.05%	151
2018 Q3	$304K	Hold	4,010	–	–	0.05%	146
2018 Q2	$294K	Hold	4,010	–	–	0.05%	145
2018 Q1	$295K	Hold	4,010	–	–	0.05%	142
2017 Q4	$298K	Sell	4,010 -100	-2%	-$8.38K	0.05%	148
2017 Q3	$291K	Sell	4,110 -25	-0.6%	-$2.09K	0.05%	141
2017 Q2	$279K	Hold	4,135	–	–	0.05%	143
2017 Q1	$270K	Sell	4,135 -7,360	-64%	-$611K	0.04%	145
2016 Q4	$701K	Sell	11,495 -256	-2%	-$20.8K	0.09%	109
2016 Q3	$715K	Sell	11,751 -3,746	-24%	-$334K	0.13%	105
2016 Q2	$995K	Buy	15,497 +972	+7%	+$81.7K	0.24%	83
2016 Q1	$917K	Buy	14,525 +9,890	+213%	+$770K	0.24%	86
2015 Q4	$267K	Sell	4,635 -200	-4%	-$15.8K	0.07%	127
2015 Q3	$267K	Hold	4,835	–	–	0.06%	142
2015 Q2	$297K	Buy	4,835 +160	+3%	+$12.8K	0.04%	151
2015 Q1	$288K	Hold	4,675	–	–	0.03%	151
2014 Q4	$281K	Hold	4,675	–	–	0.02%	153
2014 Q3	$282K	Hold	4,675	–	–	0.02%	153
2014 Q2	$291K	Hold	4,675	–	–	0.02%	141
2014 Q1	$279K	Hold	4,675	–	–	0.02%	137
2013 Q4	$278K	Buy	+4,675	New	+$313K	0.03%	147

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Greenwich Wealth Management's VNQ Position: Q1 2026 in Review

Greenwich Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 2.9% in Q1 2026, selling an estimated $16.1K and leaving 5,857 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #195.

Greenwich Wealth Management first reported a position in VNQ in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.02M in Q4 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Greenwich Wealth Management held 5,857 shares of Vanguard Real Estate ETF worth $520K as of Q1 2026.
Greenwich Wealth Management sold 176 Vanguard Real Estate ETF shares in Q1 2026, an estimated $16.1K.
Vanguard Real Estate ETF made up 0.02% of Greenwich Wealth Management's portfolio in Q1 2026, its #195 holding.
Greenwich Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 50 quarters since.
Greenwich Wealth Management's Vanguard Real Estate ETF position peaked at $1.02M in Q4 2021.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.