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Liberty Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Liberty Capital 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
Q2 		$3.22M Buy
+33,360
New +$3.19M 0.55% 51
2025
Q4 		$2.9M Sell
32,762
-2,392
-7% -$215K 0.54% 53
2025
Q3 		$3.21M Buy
35,154
+2,705
+8% +$245K 0.6% 49
2025
Q2 		$2.89M Buy
32,449
+2,543
+9% +$224K 0.58% 50
2025
Q1 		$2.71M Sell
29,906
-18
-0.1% -$1.63K 0.6% 48
2024
Q4 		$2.67M Buy
29,924
+290
+1% +$27.4K 0.59% 48
2024
Q3 		$2.89M Sell
29,634
-259
-0.9% -$23.8K 0.64% 47
2024
Q2 		$2.5M Sell
29,893
-7,137
-19% -$589K 0.59% 51
2024
Q1 		$3.2M Sell
37,030
-2,551
-6% -$218K 0.79% 41
2023
Q4 		$3.5M Buy
39,581
+3,780
+11% +$300K 0.92% 37
2023
Q3 		$2.71M Buy
35,801
+2,868
+9% +$236K 0.8% 40
2023
Q2 		$2.75M Buy
32,933
+1,072
+3% +$87.8K 0.83% 39
2023
Q1 		$2.65M Buy
31,861
+1,912
+6% +$164K 0.87% 38
2022
Q4 		$2.47M Buy
29,949
+298
+1% +$24.7K 0.86% 39
2022
Q3 		$2.38M Buy
29,651
+140
+0.5% +$13.1K 0.89% 37
2022
Q2 		$2.69M Buy
29,511
+9,690
+49% +$966K 0.96% 33
2022
Q1 		$2.15M Buy
19,821
+18
+0.1% +$1.91K 0.63% 48
2021
Q4 		$2.3M Sell
19,803
-1,572
-7% -$172K 0.62% 49
2021
Q3 		$2.18M Sell
21,375
-38
-0.2% -$4.03K 0.64% 52
2021
Q2 		$2.18M Sell
21,413
-288
-1% -$28.6K 0.66% 48
2021
Q1 		$1.99M Sell
21,701
-41
-0.2% -$3.6K 0.69% 45
2020
Q4 		$1.85M Buy
+21,742
New +$1.8M 0.67% 44
2020
Q2 		$1.65M Buy
20,993
+1,859
+10% +$141K 0.71% 43
2020
Q1 		$1.34M Buy
19,134
+671
+4% +$58.9K 0.7% 42
2019
Q4 		$1.71M Buy
18,463
+2,735
+17% +$253K 0.71% 45
2019
Q3 		$1.47M Buy
15,728
+4,316
+38% +$392K 0.65% 48
2019
Q2 		$997K Buy
+11,412
New +$999K 0.45% 62
2017
Q4 		– Sell
-1,770
Closed -$148K – 272
2017
Q3 		$148K Buy
+1,770
New +$148K 0.08% 133

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Liberty Capital Management's VNQ Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 33,360 shares worth $3.22M. The stake represents 0.55% of the portfolio and ranks #51 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in VNQ as recently as Q4 2025.

Liberty Capital Management first reported a position in VNQ in Q3 2017 and has held it in 28 quarters since. The position peaked at $3.5M in Q4 2023. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Liberty Capital Management held 33,360 shares of Vanguard Real Estate ETF worth $3.22M as of Q2 2026.
  • Vanguard Real Estate ETF was a new Liberty Capital Management position in Q2 2026.
  • Vanguard Real Estate ETF made up 0.55% of Liberty Capital Management's portfolio in Q2 2026, its #51 holding.
  • Liberty Capital Management first reported a position in Vanguard Real Estate ETF in Q3 2017 and has held it in 28 quarters since.
  • Liberty Capital Management's Vanguard Real Estate ETF position peaked at $3.5M in Q4 2023.
  • 897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.