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VNQ icon

Key Financial Inc’s Vanguard Real Estate ETF VNQ Stock Holding History

Key Financial Inc’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 		$310K Sell
3,492
-151
-4% -$13.8K 0.06% 236
2025
Q4 		$322K Buy
3,643
+231
+7% +$20.8K 0.06% 227
2025
Q3 		$312K Sell
3,412
-3,062
-47% -$278K 0.06% 230
2025
Q2 		$577K Sell
6,474
-601
-8% -$53K 0.12% 149
2025
Q1 		$641K Sell
7,075
-599
-8% -$54.4K 0.14% 128
2024
Q4 		$684K Sell
7,674
-296
-4% -$28K 0.16% 119
2024
Q3 		$776K Sell
7,970
-36
-0.4% -$3.31K 0.17% 107
2024
Q2 		$671K Hold
8,006
– – 0.16% 112
2024
Q1 		$692K Sell
8,006
-50
-0.6% -$4.27K 0.18% 102
2023
Q4 		$712K Buy
8,056
+352
+5% +$27.9K 0.19% 95
2023
Q3 		$583K Sell
7,704
-13
-0.2% -$1.07K 0.2% 97
2023
Q2 		$645K Sell
7,717
-73
-0.9% -$5.98K 0.21% 90
2023
Q1 		$647K Buy
7,790
+586
+8% +$50.4K 0.24% 82
2022
Q4 		$578K Hold
7,204
– – 0.27% 65
2022
Q3 		$578K Buy
7,204
+340
+5% +$31.8K 0.27% 65
2022
Q2 		$637K Sell
6,864
-433
-6% -$43.2K 0.34% 51
2022
Q1 		$791K Buy
7,297
+109
+2% +$11.5K 0.39% 48
2021
Q4 		$834K Sell
7,188
-130
-2% -$14.2K 0.42% 44
2021
Q3 		$745K Buy
7,318
+15
+0.2% +$1.59K 0.42% 45
2021
Q2 		$776K Buy
7,303
+120
+2% +$11.9K 0.43% 43
2021
Q1 		$660K Buy
7,183
+349
+5% +$30.7K 0.44% 45
2020
Q4 		$580K Buy
6,834
+53
+0.8% +$4.4K 0.43% 47
2020
Q3 		$535K Buy
6,781
+205
+3% +$16.5K 0.55% 45
2020
Q2 		$510K Buy
6,576
+1,590
+32% +$121K 0.58% 45
2020
Q1 		$357K Sell
4,986
-4,842
-49% -$425K 0.37% 53
2019
Q4 		$912K Buy
+9,828
New +$910K 0.86% 27

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

Key Financial Inc's VNQ Position: Q1 2026 in Review

Key Financial Inc reduced its Vanguard Real Estate ETF (VNQ) stake by 4.1% in Q1 2026, selling an estimated $13.8K and leaving 3,492 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #236.

Key Financial Inc first reported a position in VNQ in Q4 2019 and has held it in 26 quarters since. The position peaked at $912K in Q4 2019. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Key Financial Inc held 3,492 shares of Vanguard Real Estate ETF worth $310K as of Q1 2026.
  • Key Financial Inc sold 151 Vanguard Real Estate ETF shares in Q1 2026, an estimated $13.8K.
  • Vanguard Real Estate ETF made up 0.06% of Key Financial Inc's portfolio in Q1 2026, its #236 holding.
  • Key Financial Inc first reported a position in Vanguard Real Estate ETF in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's Vanguard Real Estate ETF position peaked at $912K in Q4 2019.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.