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H&H Retirement Design & Management’s Vanguard Real Estate ETF VNQ Stock Holding History

H&H Retirement Design & 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
Q2 		$1.49M Buy
14,842
+408
+3% +$39K 0.68% 30
2026
Q1 		$1.39M Sell
14,434
-484
-3% -$44.4K 0.65% 35
2025
Q4 		$1.34M Buy
14,918
+2,116
+17% +$190K 0.68% 32
2025
Q3 		$1.15M Sell
12,802
-254
-2% -$23K 0.61% 34
2025
Q2 		$1.18M Buy
13,056
+836
+7% +$73.7K 0.65% 33
2025
Q1 		$1.04M Buy
12,220
+205
+2% +$18.6K 0.69% 29
2024
Q4 		$1.1M Buy
12,015
+267
+2% +$25.2K 0.67% 32
2024
Q3 		$1.13M Buy
11,748
+113
+1% +$10.4K 0.67% 35
2024
Q2 		$1.04M Buy
11,635
+674
+6% +$55.7K 0.64% 36
2024
Q1 		$874K Sell
10,961
-1,155
-10% -$98.7K 0.58% 39
2023
Q4 		$1.02M Sell
12,116
-5,080
-30% -$403K 0.64% 30
2023
Q3 		$1.3M Buy
17,196
+229
+1% +$18.9K 0.9% 22
2023
Q2 		$1.46M Sell
16,967
-396
-2% -$32.4K 0.97% 22
2023
Q1 		$1.43M Buy
+17,363
New +$1.49M 0.91% 22
2020
Q3 		– Sell
-32,258
Closed -$2.53M – 53
2020
Q2 		$2.53M Buy
32,258
+10,202
+46% +$773K 2.24% 19
2020
Q1 		$1.54M Buy
+22,056
New +$1.94M 1.46% 21

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

H&H Retirement Design & Management's VNQ Position: Q2 2026 in Review

H&H Retirement Design & Management increased its Vanguard Real Estate ETF (VNQ) stake by 2.8% in Q2 2026, buying an estimated $39K and bringing the position to 14,842 shares worth $1.49M. The position accounts for 0.68% of the portfolio, ranked #30.

H&H Retirement Design & Management first reported a position in VNQ in Q1 2020 and has held it in 16 quarters since. The position peaked at $2.53M in Q2 2020. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • H&H Retirement Design & Management held 14,842 shares of Vanguard Real Estate ETF worth $1.49M as of Q2 2026.
  • H&H Retirement Design & Management bought 408 Vanguard Real Estate ETF shares in Q2 2026, an estimated $39K.
  • Vanguard Real Estate ETF made up 0.68% of H&H Retirement Design & Management's portfolio in Q2 2026, its #30 holding.
  • H&H Retirement Design & Management first reported a position in Vanguard Real Estate ETF in Q1 2020 and has held it in 16 quarters since.
  • H&H Retirement Design & Management's Vanguard Real Estate ETF position peaked at $2.53M in Q2 2020.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.