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

Legacy Bridge’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	$22K	Buy	248 +4	+2%	+$367	0.01%	243
2025 Q4	$21.6K	Hold	244	–	–	0.01%	251
2025 Q3	$22.3K	Hold	244	–	–	0.01%	234
2025 Q2	$21.7K	Sell	244 -42	-15%	-$3.7K	0.01%	226
2025 Q1	$25.9K	Buy	286 +82	+40%	+$7.44K	0.01%	214
2024 Q4	$18.2K	Hold	204	–	–	0.01%	236
2024 Q3	$19.9K	Hold	204	–	–	0.01%	234
2024 Q2	$17.1K	Hold	204	–	–	0.01%	228
2024 Q1	$17.6K	Buy	204 +122	+149%	+$10.4K	0.01%	245
2023 Q4	$7.25K	Hold	82	–	–	﹤0.01%	262
2023 Q3	$6.21K	Hold	82	–	–	﹤0.01%	264
2023 Q2	$6.85K	Hold	82	–	–	﹤0.01%	265
2023 Q1	$6.81K	Hold	82	–	–	﹤0.01%	266
2022 Q4	$6.76K	Hold	82	–	–	﹤0.01%	272
2022 Q3	$7K	Hold	82	–	–	0.01%	257
2022 Q2	$7K	Hold	82	–	–	0.01%	264
2022 Q1	$9K	Hold	82	–	–	0.01%	269
2021 Q4	$10K	Hold	82	–	–	0.01%	275
2021 Q3	$8K	Buy	+82	New	+$8.7K	﹤0.01%	271

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

Legacy Bridge's VNQ Position: Q1 2026 in Review

Legacy Bridge increased its Vanguard Real Estate ETF (VNQ) stake by 1.6% in Q1 2026, buying an estimated $367 and bringing the position to 248 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #243.

Legacy Bridge first reported a position in VNQ in Q3 2021 and has held it in 19 quarters since. The position peaked at $25.9K in Q1 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Legacy Bridge held 248 shares of Vanguard Real Estate ETF worth $22K as of Q1 2026.
Legacy Bridge bought 4 Vanguard Real Estate ETF shares in Q1 2026, an estimated $367.
Vanguard Real Estate ETF made up 0.01% of Legacy Bridge's portfolio in Q1 2026, its #243 holding.
Legacy Bridge first reported a position in Vanguard Real Estate ETF in Q3 2021 and has held it in 19 quarters since.
Legacy Bridge's Vanguard Real Estate ETF position peaked at $25.9K in Q1 2025.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.