HFS
VNQ icon

Hopwood Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Hopwood Financial Services’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 		$279K Buy
2,895
+60
+2% +$5.73K 0.16% 71
2026
Q1 		$251K Sell
2,835
-60
-2% -$5.5K 0.17% 71
2025
Q4 		$256K Hold
2,895
– – 0.18% 74
2025
Q3 		$265K Hold
2,895
– – 0.18% 74
2025
Q2 		$258K Hold
2,895
– – 0.2% 68
2025
Q1 		$262K Hold
2,895
– – 0.2% 69
2024
Q4 		$258K Buy
+2,895
New +$274K 0.2% 68

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hopwood Financial Services's VNQ Position: Q2 2026 in Review

Hopwood Financial Services increased its Vanguard Real Estate ETF (VNQ) stake by 2.1% in Q2 2026, buying an estimated $5.73K and bringing the position to 2,895 shares worth $279K. The position accounts for 0.16% of the portfolio, ranked #71.

Hopwood Financial Services first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 895 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Hopwood Financial Services held 2,895 shares of Vanguard Real Estate ETF worth $279K as of Q2 2026.
  • Hopwood Financial Services bought 60 Vanguard Real Estate ETF shares in Q2 2026, an estimated $5.73K.
  • Vanguard Real Estate ETF made up 0.16% of Hopwood Financial Services's portfolio in Q2 2026, its #71 holding.
  • Hopwood Financial Services first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 895 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.