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

Hillcrest 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 Q1	$399K	Hold	4,500	–	–	0.16%	40
2025 Q4	$398K	Hold	4,500	–	–	0.17%	39
2025 Q3	$411K	Sell	4,500 -500	-10%	-$45.4K	0.19%	36
2025 Q2	$445K	Sell	5,000 -2,500	-33%	-$220K	0.21%	34
2025 Q1	$679K	Buy	7,500 +2,000	+36%	+$182K	0.34%	31
2024 Q4	$490K	Hold	5,500	–	–	0.23%	35
2024 Q3	$536K	Buy	5,500 +1,000	+22%	+$92.1K	0.27%	33
2024 Q2	$377K	Hold	4,500	–	–	0.2%	35
2024 Q1	$389K	Hold	4,500	–	–	0.21%	35
2023 Q4	$398K	Sell	4,500 -2,445	-35%	-$194K	0.22%	36
2023 Q3	$525K	Buy	6,945 +1,945	+39%	+$160K	0.3%	34
2023 Q2	$418K	Hold	5,000	–	–	0.25%	33
2023 Q1	$415K	Sell	5,000 -25	-0.5%	-$2.15K	0.25%	34
2022 Q4	$414K	Sell	5,025 -1,975	-28%	-$164K	0.25%	35
2022 Q3	$561K	Buy	7,000 +2,500	+56%	+$234K	0.36%	32
2022 Q2	$410K	Hold	4,500	–	–	0.25%	37
2022 Q1	$488K	Sell	4,500 -200	-4%	-$21.2K	0.27%	36
2021 Q4	$545K	Hold	4,700	–	–	0.29%	35
2021 Q3	$478K	Hold	4,700	–	–	0.28%	36
2021 Q2	$478K	Hold	4,700	–	–	0.29%	35
2021 Q1	$432K	Sell	4,700 -6,275	-57%	-$551K	0.26%	38
2020 Q4	$932K	Sell	10,975 -4,675	-30%	-$388K	0.62%	27
2020 Q3	$1.24M	Buy	15,650 +3,350	+27%	+$269K	0.88%	25
2020 Q2	$966K	Buy	12,300 +750	+6%	+$56.9K	0.84%	23
2020 Q1	$807K	Buy	11,550 +5,300	+85%	+$465K	0.8%	25
2019 Q4	$580K	Buy	6,250 +1,750	+39%	+$162K	0.48%	22
2019 Q3	$420K	Sell	4,500 -2,500	-36%	-$227K	0.36%	30
2019 Q2	$612K	Buy	7,000 +1,500	+27%	+$131K	0.52%	28
2019 Q1	$478K	Sell	5,500 -5,100	-48%	-$421K	0.42%	29
2018 Q4	$790K	Buy	+10,600	New	+$835K	0.73%	26

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

Hillcrest Wealth Advisors's VNQ Position: Q1 2026 in Review

Hillcrest Wealth Advisors held its Vanguard Real Estate ETF (VNQ) position steady in Q1 2026 at 4,500 shares worth $399K. The position accounts for 0.16% of the portfolio, ranked #40.

Hillcrest Wealth Advisors first reported a position in VNQ in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.24M in Q3 2020. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Hillcrest Wealth Advisors held 4,500 shares of Vanguard Real Estate ETF worth $399K as of Q1 2026.
Hillcrest Wealth Advisors left its Vanguard Real Estate ETF share count unchanged in Q1 2026.
Vanguard Real Estate ETF made up 0.16% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #40 holding.
Hillcrest Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 30 quarters since.
Hillcrest Wealth Advisors's Vanguard Real Estate ETF position peaked at $1.24M in Q3 2020.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.