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VNQ icon

Legacy Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Legacy Advisors’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 		– Sell
-2,646
Closed -$235K – 346
2026
Q1 		$235K Sell
2,646
-83
-3% -$7.61K 0.03% 249
2025
Q4 		$241K Buy
2,729
+83
+3% +$7.46K 0.03% 248
2025
Q3 		$242K Buy
+2,646
New +$240K 0.03% 222
2019
Q2 		– Sell
-954
Closed -$83K – 421
2019
Q1 		$83K Buy
+954
New +$78.8K 0.03% 168
2017
Q4 		– Sell
-384
Closed -$31K – 432
2017
Q3 		$31K Buy
+384
New +$32.1K 0.03% 135

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Legacy Advisors's VNQ Position: Q2 2026 in Review

Legacy Advisors sold out of Vanguard Real Estate ETF (VNQ) in Q2 2026, closing a stake of 2,646 shares — an estimated $235K sold.

Legacy Advisors first reported a position in VNQ in Q3 2017 and held it in 5 quarters. The position peaked at $242K in Q3 2025. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Legacy Advisors reported no remaining Vanguard Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Advisors sold 2,646 Vanguard Real Estate ETF shares in Q2 2026, an estimated $235K.
  • Legacy Advisors first reported a position in Vanguard Real Estate ETF in Q3 2017 and held it in 5 quarters.
  • Legacy Advisors's Vanguard Real Estate ETF position peaked at $242K in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.