HCR Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

HCR Wealth Advisors’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	$357K	Buy	3,707 +11	+0.3%	+$1.05K	0.03%	193
2026 Q1	$328K	Sell	3,696 -443	-11%	-$40.6K	0.03%	189
2025 Q4	$366K	Buy	+4,139	New	+$372K	0.04%	183
2021 Q1	–	Sell	-176	Closed	-$15K	–	277
2020 Q4	$15K	Sell	176 -30	-15%	-$2.49K	﹤0.01%	242
2020 Q3	$16K	Sell	206 -223	-52%	-$17.9K	﹤0.01%	215
2020 Q2	$34K	Sell	429 -57	-12%	-$4.32K	0.01%	189
2020 Q1	$34K	Buy	486 +92	+23%	+$8.08K	0.01%	181
2019 Q4	$37K	Buy	+394	New	+$36.5K	0.01%	186

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

HCR Wealth Advisors's VNQ Position: Q2 2026 in Review

HCR Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.3% in Q2 2026, buying an estimated $1.05K and bringing the position to 3,707 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #193.

HCR Wealth Advisors first reported a position in VNQ in Q4 2019 and has held it in 8 quarters since. The position peaked at $366K in Q4 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

HCR Wealth Advisors held 3,707 shares of Vanguard Real Estate ETF worth $357K as of Q2 2026.
HCR Wealth Advisors bought 11 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.05K.
Vanguard Real Estate ETF made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #193 holding.
HCR Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 8 quarters since.
HCR Wealth Advisors's Vanguard Real Estate ETF position peaked at $366K in Q4 2025.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.