IFWM
VNQ icon

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

Institute for 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 		$1.59M Buy
17,905
+1,659
+10% +$152K 0.17% 133
2025
Q4 		$1.44M Buy
16,246
+454
+3% +$40.8K 0.15% 143
2025
Q3 		$1.44M Buy
15,792
+6,242
+65% +$566K 0.15% 145
2025
Q2 		$851K Sell
9,550
-5,132
-35% -$453K 0.09% 224
2025
Q1 		$1.33M Sell
14,682
-568
-4% -$51.6K 0.17% 135
2024
Q4 		$1.36M Sell
15,250
-68
-0.4% -$6.42K 0.17% 126
2024
Q3 		$1.49M Sell
15,318
-149
-1% -$13.7K 0.19% 122
2024
Q2 		$1.3M Sell
15,467
-672
-4% -$55.5K 0.17% 124
2024
Q1 		$1.4M Sell
16,139
-597
-4% -$51K 0.18% 120
2023
Q4 		$1.48M Buy
16,736
+4,677
+39% +$371K 0.24% 100
2023
Q3 		$912K Buy
12,059
+432
+4% +$35.6K 0.16% 156
2023
Q2 		$972K Sell
11,627
-2,292
-16% -$188K 0.16% 154
2023
Q1 		$1.16M Buy
13,919
+2,697
+24% +$232K 0.22% 119
2022
Q4 		$926K Sell
11,222
-758
-6% -$62.9K 0.19% 146
2022
Q3 		$960K Sell
11,980
-2,741
-19% -$256K 0.22% 121
2022
Q2 		$1.34M Buy
14,721
+1,459
+11% +$145K 0.26% 99
2022
Q1 		$1.44M Sell
13,262
-4,143
-24% -$438K 0.23% 115
2021
Q4 		$2.02M Sell
17,405
-1,326
-7% -$145K 0.33% 74
2021
Q3 		$1.91M Buy
18,731
+526
+3% +$55.8K 0.33% 75
2021
Q2 		$1.85M Buy
18,205
+848
+5% +$84.1K 0.33% 74
2021
Q1 		$1.59M Buy
17,357
+3,279
+23% +$288K 0.3% 84
2020
Q4 		$1.2M Sell
14,078
-6,442
-31% -$534K 0.24% 105
2020
Q3 		$1.62M Sell
20,520
-1,945
-9% -$156K 0.37% 59
2020
Q2 		$1.76M Sell
22,465
-1,966
-8% -$149K 0.43% 46
2020
Q1 		$1.71M Sell
24,431
-3,067
-11% -$269K 0.53% 44
2019
Q4 		$2.55M Sell
27,498
-414
-1% -$38.3K 0.58% 30
2019
Q3 		$2.6M Sell
27,912
-1,149
-4% -$104K 0.66% 29
2019
Q2 		$2.54M Buy
29,061
+4,454
+18% +$390K 0.56% 38
2019
Q1 		$2.14M Buy
+24,607
New +$2.03M 0.47% 48
2017
Q3 		– Sell
-3,044
Closed -$253K – 391
2017
Q2 		$253K Buy
+3,044
New +$254K 0.07% 337
2015
Q2 		– Sell
-52,172
Closed -$4.4M – 38
2015
Q1 		$4.4M Sell
52,172
-6,028
-10% -$512K 4.84% 4
2014
Q4 		$4.71M Sell
58,200
-19,643
-25% -$1.54M 4.96% 4
2014
Q3 		$5.62M Sell
77,843
-8,983
-10% -$678K 5.35% 4
2014
Q2 		$6.5M Buy
86,826
+84,543
+3,703% +$6.22M 5.62% 3
2014
Q1 		$161K Buy
2,283
+480
+27% +$32.9K 0.14% 46
2013
Q4 		$116K Buy
1,803
+542
+43% +$36.3K 0.08% 50
2013
Q3 		$83K Buy
+1,261
New +$85.7K 0.06% 41

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

Institute for Wealth Management's VNQ Position: Q1 2026 in Review

Institute for Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 10% in Q1 2026, buying an estimated $152K and bringing the position to 17,905 shares worth $1.59M. The position accounts for 0.17% of the portfolio, ranked #133.

Institute for Wealth Management first reported a position in VNQ in Q3 2013 and has held it in 37 quarters since. The position peaked at $6.5M in Q2 2014. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Institute for Wealth Management held 17,905 shares of Vanguard Real Estate ETF worth $1.59M as of Q1 2026.
  • Institute for Wealth Management bought 1,659 Vanguard Real Estate ETF shares in Q1 2026, an estimated $152K.
  • Vanguard Real Estate ETF made up 0.17% of Institute for Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Institute for Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2013 and has held it in 37 quarters since.
  • Institute for Wealth Management's Vanguard Real Estate ETF position peaked at $6.5M in Q2 2014.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.