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

HighMark 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 		– Sell
-38
Closed -$3.39K – 608
2025
Q4 		$3.39K Buy
38
+2
+6% +$180 ﹤0.01% 442
2025
Q3 		$3.29K Buy
+36
New +$3.27K ﹤0.01% 446
2024
Q1 		– Sell
-49
Closed -$4.31K – 606
2023
Q4 		$4.31K Buy
49
+12
+32% +$951 ﹤0.01% 394
2023
Q3 		$2.79K Buy
37
+1
+3% +$82 ﹤0.01% 421
2023
Q2 		$3.04K Sell
36
-91
-72% -$7.46K ﹤0.01% 414
2023
Q1 		$10.6K Buy
127
+1
+0.8% +$86 0.01% 291
2022
Q4 		$10.4K Buy
126
+22
+21% +$1.82K 0.01% 248
2022
Q3 		$8K Buy
104
+25
+32% +$2.34K 0.01% 279
2022
Q2 		$7K Buy
79
+5
+7% +$498 0.01% 310
2022
Q1 		$8K Buy
74
+1
+1% +$106 0.01% 311
2021
Q4 		$9K Buy
73
+12
+20% +$1.31K 0.01% 283
2021
Q3 		$6K Buy
61
+16
+36% +$1.7K ﹤0.01% 337
2021
Q2 		$5K Buy
+45
New +$4.46K ﹤0.01% 378
2020
Q1 		– Sell
-100
Closed -$9K – 415
2019
Q4 		$9K Buy
+100
New +$9.26K 0.01% 234

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

HighMark Wealth Management sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 38 shares — an estimated $3.39K sold.

HighMark Wealth Management first reported a position in VNQ in Q4 2019 and held it in 14 quarters. The position peaked at $10.6K in Q1 2023. 1,787 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • HighMark Wealth Management reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • HighMark Wealth Management sold 38 Vanguard Real Estate ETF shares in Q1 2026, an estimated $3.39K.
  • HighMark Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 14 quarters.
  • HighMark Wealth Management's Vanguard Real Estate ETF position peaked at $10.6K in Q1 2023.
  • 1,787 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.