Landmark Wealth Management (New York)’s Vanguard Real Estate ETF VNQ Stock Holding History

Landmark Wealth Management (New York)’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	$298K	Buy	3,362 +399	+13%	+$36.6K	0.08%	128
2025 Q4	$262K	Buy	2,963 +91	+3%	+$8.18K	0.1%	79
2025 Q3	$263K	Buy	2,872 +46	+2%	+$4.17K	0.1%	78
2025 Q2	$252K	Buy	2,826 +143	+5%	+$12.6K	0.11%	79
2025 Q1	$243K	Sell	2,683 -99	-4%	-$8.98K	0.11%	72
2024 Q4	$248K	Buy	2,782 +2	+0.1%	+$189	0.11%	71
2024 Q3	$271K	Buy	+2,780	New	+$256K	0.12%	69
2024 Q2	–	Sell	-2,997	Closed	-$259K	–	71
2024 Q1	$259K	Sell	2,997 -73	-2%	-$6.24K	0.12%	69
2023 Q4	$271K	Buy	3,070 +103	+3%	+$8.16K	0.13%	65
2023 Q3	$224K	Buy	+2,967	New	+$245K	0.13%	71
2023 Q2	–	Sell	-3,849	Closed	-$320K	–	69
2023 Q1	$320K	Buy	3,849 +1,077	+39%	+$92.5K	0.18%	57
2022 Q4	$229K	Buy	2,772 +120	+5%	+$9.95K	0.17%	63
2022 Q3	$213K	Buy	+2,652	New	+$248K	0.16%	63
2022 Q2	–	Sell	-5,646	Closed	-$309K	–	175
2022 Q1	$309K	Buy	+5,646	New	+$598K	0.16%	61

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Landmark Wealth Management (New York)'s VNQ Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Vanguard Real Estate ETF (VNQ) stake by 13% in Q1 2026, buying an estimated $36.6K and bringing the position to 3,362 shares worth $298K. The position accounts for 0.08% of the portfolio, ranked #128.

Landmark Wealth Management (New York) first reported a position in VNQ in Q1 2022 and has held it in 14 quarters since. The position peaked at $320K in Q1 2023. 1,775 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Landmark Wealth Management (New York) held 3,362 shares of Vanguard Real Estate ETF worth $298K as of Q1 2026.
Landmark Wealth Management (New York) bought 399 Vanguard Real Estate ETF shares in Q1 2026, an estimated $36.6K.
Vanguard Real Estate ETF made up 0.08% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #128 holding.
Landmark Wealth Management (New York) first reported a position in Vanguard Real Estate ETF in Q1 2022 and has held it in 14 quarters since.
Landmark Wealth Management (New York)'s Vanguard Real Estate ETF position peaked at $320K in Q1 2023.
1,775 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.