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VNQ icon

INVST’s Vanguard Real Estate ETF VNQ Stock Holding History

INVST’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 		$391K Sell
4,407
-81
-2% -$7.43K 0.04% 267
2025
Q4 		$397K Sell
4,488
-596
-12% -$53.6K 0.04% 250
2025
Q3 		$465K Sell
5,084
-13,794
-73% -$1.25M 0.05% 243
2025
Q2 		$1.68M Sell
18,878
-852
-4% -$75.1K 0.21% 90
2025
Q1 		$1.79M Sell
19,730
-89,333
-82% -$8.11M 0.24% 81
2024
Q4 		$9.72M Buy
109,063
+918
+0.8% +$86.7K 1.18% 22
2024
Q3 		$10.5M Sell
108,145
-16,392
-13% -$1.51M 1.28% 21
2024
Q2 		$10.3M Sell
124,537
-15,439
-11% -$1.27M 1.14% 22
2024
Q1 		$11.9M Buy
139,976
+8,309
+6% +$710K 1.41% 19
2023
Q4 		$11M Buy
131,667
+4,702
+4% +$373K 1.41% 17
2023
Q3 		$9.61M Buy
126,965
+4,307
+4% +$355K 1.39% 15
2023
Q2 		$10.2M Buy
122,658
+1,056
+0.9% +$86.5K 1.48% 16
2023
Q1 		$10M Buy
121,602
+5,648
+5% +$485K 1.55% 17
2022
Q4 		$10.6M Sell
115,954
-9,291
-7% -$770K 1.64% 16
2022
Q3 		$9.61M Buy
125,245
+3,375
+3% +$316K 1.65% 14
2022
Q2 		$12.2M Sell
121,870
-109,870
-47% -$11M 1.89% 12
2022
Q1 		$22.1M Sell
231,740
-159
-0.1% -$16.8K 3.64% 9
2021
Q4 		$23.2M Buy
231,899
+2,112
+0.9% +$231K 3.63% 9
2021
Q3 		$23.4M Buy
229,787
+101,918
+80% +$10.8M 3.7% 9
2021
Q2 		$13.5M Sell
127,869
-1,569
-1% -$156K 2.21% 12
2021
Q1 		$12.8M Buy
129,438
+19,778
+18% +$1.74M 2.22% 12
2020
Q4 		$9.31M Buy
109,660
+5,345
+5% +$443K 1.69% 16
2020
Q3 		$8.4M Buy
104,315
+101,415
+3,497% +$8.14M 1.96% 12
2020
Q2 		$233K Sell
2,900
-76,807
-96% -$5.82M 0.07% 134
2020
Q1 		$5.2M Sell
79,707
-3,607
-4% -$317K 2.16% 20
2019
Q4 		$7.73M Buy
83,314
+39,281
+89% +$3.64M 2.9% 11
2019
Q3 		$4.07M Sell
44,033
-22,727
-34% -$2.06M 1.83% 19
2019
Q2 		$5.83M Sell
66,760
-3,313
-5% -$290K 2.99% 16
2019
Q1 		$6.09M Buy
70,073
+3,587
+5% +$296K 3.05% 13
2018
Q4 		$4.96M Buy
+66,486
New +$5.24M 2.79% 14

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

INVST's VNQ Position: Q1 2026 in Review

INVST reduced its Vanguard Real Estate ETF (VNQ) stake by 1.8% in Q1 2026, selling an estimated $7.43K and leaving 4,407 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #267.

INVST first reported a position in VNQ in Q4 2018 and has held it in 30 quarters since. The position peaked at $23.4M in Q3 2021. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • INVST held 4,407 shares of Vanguard Real Estate ETF worth $391K as of Q1 2026.
  • INVST sold 81 Vanguard Real Estate ETF shares in Q1 2026, an estimated $7.43K.
  • Vanguard Real Estate ETF made up 0.04% of INVST's portfolio in Q1 2026, its #267 holding.
  • INVST first reported a position in Vanguard Real Estate ETF in Q4 2018 and has held it in 30 quarters since.
  • INVST's Vanguard Real Estate ETF position peaked at $23.4M in Q3 2021.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.