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Houlihan Financial Resource Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Houlihan Financial Resource Group’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 		$3.11M Sell
35,082
-87
-0.2% -$7.98K 1.21% 29
2025
Q4 		$3.15M Buy
35,169
+18,277
+108% +$1.64M 1.2% 29
2025
Q3 		$1.54M Sell
16,892
-19,101
-53% -$1.73M 1.36% 28
2025
Q2 		$3.21M Sell
35,993
-547
-1% -$48.2K 1.33% 27
2025
Q1 		$3.31M Sell
36,540
-440
-1% -$39.9K 1.49% 26
2024
Q4 		$3.29M Sell
36,980
-915
-2% -$86.5K 1.4% 28
2024
Q3 		$3.69M Buy
+37,895
New +$3.49M 1.53% 26
2024
Q2 		– Sell
-38,841
Closed -$3.36M – 96
2024
Q1 		$3.36M Buy
38,841
+7
+0% +$598 1.51% 26
2023
Q4 		$3.43M Buy
38,834
+1,634
+4% +$130K 1.66% 20
2023
Q3 		$2.76M Buy
+37,200
New +$3.07M 1.48% 26
2023
Q2 		– Sell
-37,300
Closed -$3.1M – 171
2023
Q1 		$3.1M Buy
37,300
+641
+2% +$55.1K 1.69% 20
2022
Q4 		$3.15M Sell
36,659
-1,085
-3% -$90K 1.82% 19
2022
Q3 		$3.13M Buy
+37,744
New +$3.53M 1.91% 20
2020
Q3 		$3.29M Buy
+38,981
New +$3.13M 1.9% 14
2020
Q1 		$2.67M Buy
38,172
+215
+0.6% +$18.9K 2.32% 12
2019
Q4 		$3.52M Buy
+37,957
New +$3.51M 2.28% 13

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

Houlihan Financial Resource Group's VNQ Position: Q1 2026 in Review

Houlihan Financial Resource Group reduced its Vanguard Real Estate ETF (VNQ) stake by 0.25% in Q1 2026, selling an estimated $7.98K and leaving 35,082 shares worth $3.11M. The position accounts for 1.21% of the portfolio, ranked #29.

Houlihan Financial Resource Group first reported a position in VNQ in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.69M in Q3 2024. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Houlihan Financial Resource Group held 35,082 shares of Vanguard Real Estate ETF worth $3.11M as of Q1 2026.
  • Houlihan Financial Resource Group sold 87 Vanguard Real Estate ETF shares in Q1 2026, an estimated $7.98K.
  • Vanguard Real Estate ETF made up 1.21% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #29 holding.
  • Houlihan Financial Resource Group first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 16 quarters since.
  • Houlihan Financial Resource Group's Vanguard Real Estate ETF position peaked at $3.69M in Q3 2024.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.