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

KRM 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 		$4.7M Buy
52,990
+2,214
+4% +$203K 2.45% 9
2025
Q4 		$4.49M Buy
+50,776
New +$4.56M 2.46% 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

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

KRM Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 4.4% in Q1 2026, buying an estimated $203K and bringing the position to 52,990 shares worth $4.7M. The position accounts for 2.45% of the portfolio, ranked #9.

KRM Wealth Management first reported a position in VNQ in Q4 2025 and has held it in 2 quarters since. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • KRM Wealth Management held 52,990 shares of Vanguard Real Estate ETF worth $4.7M as of Q1 2026.
  • KRM Wealth Management bought 2,214 Vanguard Real Estate ETF shares in Q1 2026, an estimated $203K.
  • Vanguard Real Estate ETF made up 2.45% of KRM Wealth Management's portfolio in Q1 2026, its #9 holding.
  • KRM Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on KRM Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.