KA
VNQ icon

Klingman & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Klingman & Associates’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 		$5.17M Buy
58,289
+660
+1% +$60.5K 0.25% 47
2025
Q4 		$5.1M Buy
57,629
+2,184
+4% +$196K 0.25% 46
2025
Q3 		$5.07M Buy
55,445
+1,048
+2% +$95.1K 0.26% 46
2025
Q2 		$4.84M Buy
54,397
+397
+0.7% +$35K 0.27% 44
2025
Q1 		$4.89M Buy
54,000
+1,172
+2% +$106K 0.3% 42
2024
Q4 		$4.71M Sell
52,828
-946
-2% -$89.4K 0.29% 43
2024
Q3 		$5.24M Sell
53,774
-144
-0.3% -$13.3K 0.32% 42
2024
Q2 		$4.52M Buy
53,918
+1,255
+2% +$104K 0.31% 41
2024
Q1 		$4.55M Sell
52,663
-836
-2% -$71.4K 0.32% 39
2023
Q4 		$4.73M Sell
53,499
-1,095
-2% -$86.8K 0.35% 39
2023
Q3 		$4.13M Sell
54,594
-92
-0.2% -$7.59K 0.33% 41
2023
Q2 		$4.57M Buy
54,686
+233
+0.4% +$19.1K 0.37% 41
2023
Q1 		$4.52M Sell
54,453
-232
-0.4% -$19.9K 0.39% 39
2022
Q4 		$4.51M Sell
54,685
-639
-1% -$53K 0.4% 39
2022
Q3 		$4.43M Buy
55,324
+433
+0.8% +$40.5K 0.44% 35
2022
Q2 		$5M Hold
54,891
– – 0.49% 35
2022
Q1 		$5.95M Sell
54,891
-76
-0.1% -$8.04K 0.51% 30
2021
Q4 		$6.38M Hold
54,967
– – 0.55% 30
2021
Q3 		$5.59M Sell
54,967
-50
-0.1% -$5.3K 0.52% 31
2021
Q2 		$5.6M Sell
55,017
-300
-0.5% -$29.8K 0.54% 30
2021
Q1 		$5.08M Buy
55,317
+723
+1% +$63.5K 0.53% 29
2020
Q4 		$4.64M Sell
54,594
-277
-0.5% -$23K 0.54% 30
2020
Q3 		$4.33M Sell
54,871
-475
-0.9% -$38.1K 0.58% 29
2020
Q2 		$4.35M Sell
55,346
-546
-1% -$41.4K 0.66% 29
2020
Q1 		$3.9M Sell
55,892
-1,101
-2% -$96.7K 0.8% 29
2019
Q4 		$5.29M Buy
56,993
+984
+2% +$91.1K 0.87% 21
2019
Q3 		$5.22M Sell
56,009
-424
-0.8% -$38.5K 0.94% 21
2019
Q2 		$4.93M Sell
56,433
-11,623
-17% -$1.02M 0.92% 22
2019
Q1 		$5.92M Buy
68,056
+645
+1% +$53.3K 1.15% 18
2018
Q4 		$5.03M Sell
67,411
-795
-1% -$62.6K 1.13% 19
2018
Q3 		$5.5M Sell
68,206
-295
-0.4% -$24.3K 1.13% 19
2018
Q2 		$5.58M Buy
68,501
+2,938
+4% +$228K 1.2% 19
2018
Q1 		$4.95M Buy
65,563
+2,975
+5% +$228K 1.11% 18
2017
Q4 		$5.19M Sell
62,588
-565
-0.9% -$47.3K 1.14% 18
2017
Q3 		$5.25M Sell
63,153
-698
-1% -$58.3K 1.29% 18
2017
Q2 		$5.31M Sell
63,851
-3,119
-5% -$260K 1.42% 16
2017
Q1 		$5.53M Sell
66,970
-394
-0.6% -$32.7K 1.53% 15
2016
Q4 		$5.56M Sell
67,364
-48
-0.1% -$3.91K 1.69% 12
2016
Q3 		$5.85M Sell
67,412
-3,584
-5% -$320K 1.76% 12
2016
Q2 		$6.29M Sell
70,996
-2,243
-3% -$188K 2.04% 12
2016
Q1 		$6.14M Buy
73,239
+3,664
+5% +$285K 2.2% 11
2015
Q4 		$5.55M Sell
69,575
-16,462
-19% -$1.3M 2.07% 10
2015
Q3 		$6.5M Buy
86,037
+1,313
+2% +$101K 2.55% 9
2015
Q2 		$6.33M Buy
84,724
+2,313
+3% +$185K 2.49% 9
2015
Q1 		$6.95M Sell
82,411
-723
-0.9% -$61.4K 2.86% 9
2014
Q4 		$6.73M Buy
+83,134
New +$6.52M 2.8% 9

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

Klingman & Associates's VNQ Position: Q1 2026 in Review

Klingman & Associates increased its Vanguard Real Estate ETF (VNQ) stake by 1.1% in Q1 2026, buying an estimated $60.5K and bringing the position to 58,289 shares worth $5.17M. The position accounts for 0.25% of the portfolio, ranked #47.

Klingman & Associates first reported a position in VNQ in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.95M in Q1 2015. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Klingman & Associates held 58,289 shares of Vanguard Real Estate ETF worth $5.17M as of Q1 2026.
  • Klingman & Associates bought 660 Vanguard Real Estate ETF shares in Q1 2026, an estimated $60.5K.
  • Vanguard Real Estate ETF made up 0.25% of Klingman & Associates's portfolio in Q1 2026, its #47 holding.
  • Klingman & Associates first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 46 quarters since.
  • Klingman & Associates's Vanguard Real Estate ETF position peaked at $6.95M in Q1 2015.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.