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

Kingsview 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 		$8.96M Buy
100,988
+5,051
+5% +$463K 0.12% 145
2025
Q4 		$8.49M Buy
95,937
+7,585
+9% +$682K 0.12% 162
2025
Q3 		$8.08M Buy
88,352
+7,616
+9% +$691K 0.12% 172
2025
Q2 		$7.19M Buy
80,736
+4,314
+6% +$380K 0.12% 180
2025
Q1 		$6.92M Sell
76,422
-34,482
-31% -$3.13M 0.13% 167
2024
Q4 		$9.88M Buy
110,904
+43,862
+65% +$4.14M 0.19% 102
2024
Q3 		$6.53M Buy
67,042
+1,153
+2% +$106K 0.14% 162
2024
Q2 		$5.52M Buy
65,889
+2,575
+4% +$213K 0.13% 172
2024
Q1 		$5.48M Buy
63,314
+1,678
+3% +$143K 0.14% 163
2023
Q4 		$5.45M Sell
61,636
-1,046
-2% -$82.9K 0.16% 145
2023
Q3 		$4.74M Sell
62,682
-199
-0.3% -$16.4K 0.17% 136
2023
Q2 		$5.25M Buy
62,881
+156
+0.2% +$12.8K 0.21% 108
2023
Q1 		$5.21M Buy
62,725
+7,613
+14% +$654K 0.22% 101
2022
Q4 		$4.55M Sell
55,112
-7,392
-12% -$613K 0.2% 128
2022
Q3 		$5.01M Sell
62,504
-231
-0.4% -$21.6K 0.24% 98
2022
Q2 		$5.72M Sell
62,735
-13,783
-18% -$1.37M 0.27% 92
2022
Q1 		$8.29M Buy
76,518
+1,634
+2% +$173K 0.37% 61
2021
Q4 		$8.69M Buy
74,884
+6,897
+10% +$753K 0.36% 58
2021
Q3 		$6.92M Sell
67,987
-441
-0.6% -$46.8K 0.33% 65
2021
Q2 		$6.99M Buy
68,428
+25,600
+60% +$2.54M 0.35% 57
2021
Q1 		$3.98M Buy
42,828
+32,182
+302% +$2.83M 0.23% 103
2020
Q4 		$904K Buy
10,646
+6,566
+161% +$545K 0.07% 299
2020
Q3 		$322K Sell
4,080
-54
-1% -$4.33K 0.03% 460
2020
Q2 		$325K Sell
4,134
-1,418
-26% -$107K 0.03% 424
2020
Q1 		$388K Sell
5,552
-742
-12% -$65.2K 0.05% 305
2019
Q4 		$584K Sell
6,294
-239
-4% -$22.1K 0.07% 253
2019
Q3 		$609K Sell
6,533
-548
-8% -$49.7K 0.1% 226
2019
Q2 		$619K Sell
7,081
-12,103
-63% -$1.06M 0.1% 212
2019
Q1 		$1.67M Buy
19,184
+9,892
+106% +$817K 0.25% 112
2018
Q4 		$693K Sell
9,292
-3,722
-29% -$293K 0.15% 178
2018
Q3 		$1.05M Buy
+13,014
New +$1.07M 0.21% 139

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

Kingsview Wealth Management's VNQ Position: Q1 2026 in Review

Kingsview Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 5.3% in Q1 2026, buying an estimated $463K and bringing the position to 100,988 shares worth $8.96M. The position accounts for 0.12% of the portfolio, ranked #145.

Kingsview Wealth Management first reported a position in VNQ in Q3 2018 and has held it in 31 quarters since. The position peaked at $9.88M in Q4 2024. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Kingsview Wealth Management held 100,988 shares of Vanguard Real Estate ETF worth $8.96M as of Q1 2026.
  • Kingsview Wealth Management bought 5,051 Vanguard Real Estate ETF shares in Q1 2026, an estimated $463K.
  • Vanguard Real Estate ETF made up 0.12% of Kingsview Wealth Management's portfolio in Q1 2026, its #145 holding.
  • Kingsview Wealth Management first reported a position in Vanguard Real Estate ETF in Q3 2018 and has held it in 31 quarters since.
  • Kingsview Wealth Management's Vanguard Real Estate ETF position peaked at $9.88M in Q4 2024.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.