Heritage Family Offices’s Vanguard Real Estate ETF VNQ Stock Holding History

Heritage Family Offices’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	$449K	Buy	4,656 +1,508	+48%	+$144K	0.17%	110
2026 Q1	$279K	Buy	3,148 +33	+1%	+$3.03K	0.12%	153
2025 Q4	$276K	Buy	3,115 +28	+0.9%	+$2.52K	0.13%	153
2025 Q3	$282K	Buy	3,087 +58	+2%	+$5.26K	0.13%	148
2025 Q2	$272K	Hold	3,029	–	–	0.14%	136
2025 Q1	$274K	Buy	3,029 +31	+1%	+$2.81K	0.14%	132
2024 Q4	$267K	Sell	2,998 -348	-10%	-$32.9K	0.13%	142
2024 Q3	$326K	Buy	3,346 +36	+1%	+$3.31K	0.17%	121
2024 Q2	$277K	Buy	+3,310	New	+$273K	0.15%	127

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

Heritage Family Offices's VNQ Position: Q2 2026 in Review

Heritage Family Offices increased its Vanguard Real Estate ETF (VNQ) stake by 48% in Q2 2026, buying an estimated $144K and bringing the position to 4,656 shares worth $449K. The position accounts for 0.17% of the portfolio, ranked #110.

Heritage Family Offices first reported a position in VNQ in Q2 2024 and has held it in 9 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Heritage Family Offices held 4,656 shares of Vanguard Real Estate ETF worth $449K as of Q2 2026.
Heritage Family Offices bought 1,508 Vanguard Real Estate ETF shares in Q2 2026, an estimated $144K.
Vanguard Real Estate ETF made up 0.17% of Heritage Family Offices's portfolio in Q2 2026, its #110 holding.
Heritage Family Offices first reported a position in Vanguard Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.