Hoxton Planning & Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Hoxton Planning & 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 Q2	$311K	Buy	3,226 +21	+0.7%	+$2.01K	0.08%	172
2026 Q1	$284K	Buy	3,205 +193	+6%	+$17.7K	0.09%	170
2025 Q4	$267K	Buy	3,012 +15	+0.5%	+$1.35K	0.08%	174
2025 Q3	$274K	Sell	2,997 -85	-3%	-$7.71K	0.09%	164
2025 Q2	$274K	Buy	3,082 +108	+4%	+$9.53K	0.09%	165
2025 Q1	$269K	Sell	2,974 -54	-2%	-$4.9K	0.1%	161
2024 Q4	$270K	Buy	3,028 +155	+5%	+$14.6K	0.1%	168
2024 Q3	$280K	Buy	+2,873	New	+$265K	0.11%	158
2023 Q2	–	Sell	-4,247	Closed	-$353K	–	166
2023 Q1	$353K	Sell	4,247 -1,134	-21%	-$97.4K	0.19%	105
2022 Q4	$444K	Buy	+5,381	New	+$446K	0.24%	87

Other funds holding VNQ

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Hoxton Planning & Management's VNQ Position: Q2 2026 in Review

Hoxton Planning & Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.66% in Q2 2026, buying an estimated $2.01K and bringing the position to 3,226 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #172.

Hoxton Planning & Management first reported a position in VNQ in Q4 2022 and has held it in 10 quarters since. The position peaked at $444K in Q4 2022. 572 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Hoxton Planning & Management held 3,226 shares of Vanguard Real Estate ETF worth $311K as of Q2 2026.
Hoxton Planning & Management bought 21 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.01K.
Vanguard Real Estate ETF made up 0.08% of Hoxton Planning & Management's portfolio in Q2 2026, its #172 holding.
Hoxton Planning & Management first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 10 quarters since.
Hoxton Planning & Management's Vanguard Real Estate ETF position peaked at $444K in Q4 2022.
572 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.