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Kohmann Bosshard Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Kohmann Bosshard Financial Services’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
Q2 		$28.3M Buy
293,410
+15,501
+6% +$1.48M 2.4% 9
2026
Q1 		$24.7M Buy
277,909
+9,733
+4% +$892K 2.4% 10
2025
Q4 		$23.5M Buy
268,176
+18,626
+7% +$1.67M 2.1% 10
2025
Q3 		$22.8M Buy
249,550
+6,723
+3% +$610K 2.34% 11
2025
Q2 		$21.6M Buy
242,827
+8,525
+4% +$752K 2.41% 11
2025
Q1 		$21.2M Buy
234,302
+8,418
+4% +$764K 2.5% 10
2024
Q4 		$20.1M Buy
225,884
+12,421
+6% +$1.17M 2.41% 11
2024
Q3 		$20.8M Buy
213,463
+5,096
+2% +$469K 2.58% 10
2024
Q2 		$17.5M Buy
208,367
+18,143
+10% +$1.5M 2.35% 13
2024
Q1 		$16.5M Buy
190,224
+610
+0.3% +$52.1K 2.29% 11
2023
Q4 		$16.8M Sell
189,614
-10,098
-5% -$800K 2.55% 9
2023
Q3 		$15.1M Buy
199,712
+13,358
+7% +$1.1M 2.6% 9
2023
Q2 		$15.6M Buy
186,354
+17,575
+10% +$1.44M 2.69% 9
2023
Q1 		$14M Buy
168,779
+6,315
+4% +$543K 2.64% 9
2022
Q4 		$13.4M Buy
162,464
+5,350
+3% +$444K 2.67% 9
2022
Q3 		$12.6M Buy
157,114
+21,998
+16% +$2.06M 2.79% 9
2022
Q2 		$12.3M Buy
135,116
+9,308
+7% +$928K 2.72% 9
2022
Q1 		$13.6M Buy
125,808
+11,701
+10% +$1.24M 2.68% 13
2021
Q4 		$13.3M Buy
114,107
+7,506
+7% +$820K 2.67% 11
2021
Q3 		$10.8M Buy
106,601
+10,326
+11% +$1.1M 2.38% 13
2021
Q2 		$9.8M Buy
96,275
+8,519
+10% +$845K 2.25% 13
2021
Q1 		$8.06M Buy
87,756
+28,200
+47% +$2.48M 2.17% 16
2020
Q4 		$5.43M Buy
59,556
+52,759
+776% +$4.38M 1.69% 19
2020
Q3 		$537K Sell
6,797
-1,756
-21% -$141K 0.19% 57
2020
Q2 		$672K Buy
8,553
+3,128
+58% +$237K 0.25% 51
2020
Q1 		$379K Buy
5,425
+1,168
+27% +$103K 0.17% 60
2019
Q4 		$395K Hold
4,257
– – 0.15% 54
2019
Q3 		$397K Hold
4,257
– – 0.16% 55
2019
Q2 		$372K Sell
4,257
-2,828
-40% -$248K 0.16% 53
2019
Q1 		$616K Sell
7,085
-10
-0.1% -$826 0.29% 47
2018
Q4 		$529K Sell
7,095
-153
-2% -$12.1K 0.29% 47
2018
Q3 		$585K Buy
7,248
+555
+8% +$45.7K 0.29% 39
2018
Q2 		$545K Hold
6,693
– – 0.31% 38
2018
Q1 		$505K Buy
6,693
+2,866
+75% +$219K 0.3% 40
2017
Q4 		$318K Hold
3,827
– – 0.2% 51
2017
Q3 		$318K Buy
+3,827
New +$320K 0.22% 50
2017
Q1 		$341K Hold
4,125
– – 0.29% 44
2016
Q4 		$343K Buy
+4,125
New +$336K 0.32% 43

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Kohmann Bosshard Financial Services's VNQ Position: Q2 2026 in Review

Kohmann Bosshard Financial Services increased its Vanguard Real Estate ETF (VNQ) stake by 5.6% in Q2 2026, buying an estimated $1.48M and bringing the position to 293,410 shares worth $28.3M. The position accounts for 2.4% of the portfolio, ranked #9.

Kohmann Bosshard Financial Services first reported a position in VNQ in Q4 2016 and has held it in 38 quarters since. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Kohmann Bosshard Financial Services held 293,410 shares of Vanguard Real Estate ETF worth $28.3M as of Q2 2026.
  • Kohmann Bosshard Financial Services bought 15,501 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.48M.
  • Vanguard Real Estate ETF made up 2.4% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #9 holding.
  • Kohmann Bosshard Financial Services first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 38 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.