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

Horizons 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 		$10.4M Buy
117,118
+1,832
+2% +$168K 6.81% 5
2025
Q4 		$10.2M Buy
115,286
+854
+0.7% +$76.7K 6.68% 5
2025
Q3 		$10.5M Buy
114,432
+2,352
+2% +$213K 7.13% 4
2025
Q2 		$9.98M Buy
112,080
+1,037
+0.9% +$91.5K 7.12% 4
2025
Q1 		$10.1M Buy
111,043
+3,397
+3% +$308K 7.48% 3
2024
Q4 		$9.59M Buy
107,646
+3,586
+3% +$339K 7.31% 3
2024
Q3 		$10.1M Sell
104,060
-2,401
-2% -$221K 7.79% 3
2024
Q2 		$9.45M Sell
106,461
-29,102
-21% -$2.4M 7.48% 3
2024
Q1 		$12M Hold
135,563
– – 7.85% 3
2023
Q4 		$12M Sell
135,563
-2,924
-2% -$232K 7.85% 3
2023
Q3 		$10.5M Sell
138,487
-30
-0% -$2.47K 7.64% 3
2023
Q2 		$11.6M Buy
138,517
+2,662
+2% +$218K 8.2% 3
2023
Q1 		$11.3M Buy
135,855
+9,522
+8% +$818K 8.27% 3
2022
Q4 		$10.4M Buy
126,333
+15,311
+14% +$1.27M 8.35% 3
2022
Q3 		$8.9M Buy
111,022
+32
+0% +$2.99K 8.2% 3
2022
Q2 		$11.2M Buy
+110,990
New +$11.1M 9.14% 2

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Horizons Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 1.6% in Q1 2026, buying an estimated $168K and bringing the position to 117,118 shares worth $10.4M. The position accounts for 6.81% of the portfolio, ranked #5.

Horizons Wealth Management first reported a position in VNQ in Q2 2022 and has held it in 16 quarters since. The position peaked at $12M in Q1 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Horizons Wealth Management held 117,118 shares of Vanguard Real Estate ETF worth $10.4M as of Q1 2026.
  • Horizons Wealth Management bought 1,832 Vanguard Real Estate ETF shares in Q1 2026, an estimated $168K.
  • Vanguard Real Estate ETF made up 6.81% of Horizons Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Horizons Wealth Management first reported a position in Vanguard Real Estate ETF in Q2 2022 and has held it in 16 quarters since.
  • Horizons Wealth Management's Vanguard Real Estate ETF position peaked at $12M in Q1 2024.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.