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

Hurlow Wealth Management 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 		$11.8M Sell
132,612
-1,340
-1% -$123K 2.8% 8
2025
Q4 		$11.9M Sell
133,952
-4,528
-3% -$407K 2.9% 8
2025
Q3 		$12.7M Buy
138,480
+4,407
+3% +$400K 3.28% 8
2025
Q2 		$11.9M Sell
134,073
-25,630
-16% -$2.26M 3.37% 7
2025
Q1 		$14.5M Buy
159,703
+7,336
+5% +$666K 4.52% 6
2024
Q4 		$13.6M Buy
152,367
+3,641
+2% +$344K 4.24% 6
2024
Q3 		$14.5M Buy
148,726
+6,206
+4% +$571K 4.52% 6
2024
Q2 		$11.9M Buy
142,520
+6,337
+5% +$523K 4.1% 7
2024
Q1 		$11.8M Buy
136,183
+1,879
+1% +$161K 4.16% 7
2023
Q4 		$11.9M Buy
134,304
+5,403
+4% +$428K 4.49% 6
2023
Q3 		$9.75M Buy
128,901
+5,887
+5% +$485K 4.24% 6
2023
Q2 		$10.3M Buy
123,014
+10,111
+9% +$828K 4.39% 6
2023
Q1 		$9.38M Buy
112,903
+11,855
+12% +$1.02M 4.34% 6
2022
Q4 		$8.33M Buy
101,048
+6,330
+7% +$525K 4.34% 6
2022
Q3 		$7.59M Buy
94,718
+2,946
+3% +$275K 4.43% 6
2022
Q2 		$8.36M Buy
91,772
+856
+0.9% +$85.3K 4.82% 6
2022
Q1 		$9.85M Buy
90,916
+7,058
+8% +$747K 6.04% 5
2021
Q4 		$7.13M Sell
83,858
-5,029
-6% -$549K 5.59% 5
2021
Q3 		$9.05M Sell
88,887
-574
-0.6% -$60.9K 5.38% 6
2021
Q2 		$9.11M Buy
89,461
+3,039
+4% +$301K 5.99% 5
2021
Q1 		$7.94M Buy
86,422
+6,439
+8% +$566K 5.73% 5
2020
Q4 		$6.79M Buy
79,983
+3,815
+5% +$316K 5.33% 5
2020
Q3 		$6.01M Buy
76,168
+1,106
+1% +$88.8K 5.51% 5
2020
Q2 		$5.79M Buy
75,062
+6,901
+10% +$523K 5.59% 5
2020
Q1 		$5.09M Buy
68,161
+8,639
+15% +$759K 5.45% 4
2019
Q4 		$5.58M Buy
59,522
+2,253
+4% +$209K 5.47% 4
2019
Q3 		$5.33M Buy
57,269
+10,080
+21% +$915K 5.66% 3
2019
Q2 		$4.23M Buy
47,189
+884
+2% +$77.4K 4.44% 5
2019
Q1 		$4.02M Buy
46,305
+1,068
+2% +$88.2K 4.31% 5
2018
Q4 		$3.68M Buy
+45,237
New +$3.56M 4.44% 5

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

Hurlow Wealth Management Group's VNQ Position: Q1 2026 in Review

Hurlow Wealth Management Group reduced its Vanguard Real Estate ETF (VNQ) stake by 1% in Q1 2026, selling an estimated $123K and leaving 132,612 shares worth $11.8M. The position accounts for 2.8% of the portfolio, ranked #8.

Hurlow Wealth Management Group first reported a position in VNQ in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.5M in Q3 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Hurlow Wealth Management Group held 132,612 shares of Vanguard Real Estate ETF worth $11.8M as of Q1 2026.
  • Hurlow Wealth Management Group sold 1,340 Vanguard Real Estate ETF shares in Q1 2026, an estimated $123K.
  • Vanguard Real Estate ETF made up 2.8% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #8 holding.
  • Hurlow Wealth Management Group first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 30 quarters since.
  • Hurlow Wealth Management Group's Vanguard Real Estate ETF position peaked at $14.5M in Q3 2024.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.