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

Howard 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
Q1 		– Sell
-4,271
Closed -$378K – 234
2025
Q4 		$378K Sell
4,271
-370
-8% -$33.3K 0.04% 138
2025
Q3 		$424K Buy
4,641
+44
+1% +$3.99K 0.05% 120
2025
Q2 		$409K Buy
4,597
+45
+1% +$3.97K 0.05% 118
2025
Q1 		$412K Buy
4,552
+46
+1% +$4.17K 0.06% 119
2024
Q4 		$401K Buy
4,506
+80
+2% +$7.56K 0.05% 118
2024
Q3 		$431K Sell
4,426
-787
-15% -$72.5K 0.06% 101
2024
Q2 		$437K Sell
5,213
-632
-11% -$52.2K 0.07% 92
2024
Q1 		$505K Buy
5,845
+49
+0.8% +$4.19K 0.09% 84
2023
Q4 		$512K Sell
5,796
-341
-6% -$27K 0.1% 78
2023
Q3 		$464K Buy
6,137
+68
+1% +$5.61K 0.11% 81
2023
Q2 		$507K Sell
6,069
-1,150
-16% -$94.2K 0.12% 68
2023
Q1 		$600K Sell
7,219
-1,158
-14% -$99.5K 0.15% 61
2022
Q4 		$691K Buy
8,377
+1,297
+18% +$108K 0.18% 56
2022
Q3 		$568K Sell
7,080
-73
-1% -$6.83K 0.18% 57
2022
Q2 		$652K Buy
7,153
+198
+3% +$19.7K 0.22% 44
2022
Q1 		$754K Hold
6,955
– – 0.22% 41
2021
Q4 		$807K Hold
6,955
– – 0.24% 39
2021
Q3 		$708K Hold
6,955
– – 0.27% 39
2021
Q2 		$708K Buy
6,955
+1
+0% +$99 0.28% 39
2021
Q1 		$639K Buy
+6,954
New +$611K 0.29% 38

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

Howard Financial Services's VNQ Position: Q1 2026 in Review

Howard Financial Services sold out of Vanguard Real Estate ETF (VNQ) in Q1 2026, closing a stake of 4,271 shares — an estimated $378K sold.

Howard Financial Services first reported a position in VNQ in Q1 2021 and held it in 20 quarters. The position peaked at $807K in Q4 2021. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Howard Financial Services reported no remaining Vanguard Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Howard Financial Services sold 4,271 Vanguard Real Estate ETF shares in Q1 2026, an estimated $378K.
  • Howard Financial Services first reported a position in Vanguard Real Estate ETF in Q1 2021 and held it in 20 quarters.
  • Howard Financial Services's Vanguard Real Estate ETF position peaked at $807K in Q4 2021.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Howard Financial Services's 13F filing for Q1 2026, filed 7 Apr 2026.