Loudon Investment Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Loudon Investment 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	$708K	Hold	7,345	–	–	0.35%	59
2026 Q1	$652K	Hold	7,345	–	–	0.35%	63
2025 Q4	$650K	Buy	7,345 +50	+0.7%	+$4.49K	0.34%	62
2025 Q3	$667K	Hold	7,295	–	–	0.35%	61
2025 Q2	$650K	Hold	7,295	–	–	0.36%	65
2025 Q1	$660K	Hold	7,295	–	–	0.38%	61
2024 Q4	$650K	Hold	7,295	–	–	0.37%	60
2024 Q3	$711K	Hold	7,295	–	–	0.39%	57
2024 Q2	$611K	Hold	7,295	–	–	0.36%	62
2024 Q1	$631K	Hold	7,295	–	–	0.36%	60
2023 Q4	$645K	Sell	7,295 -890	-11%	-$70.5K	0.4%	62
2023 Q3	$619K	Hold	8,185	–	–	0.43%	57
2023 Q2	$684K	Hold	8,185	–	–	0.45%	57
2023 Q1	$680K	Hold	8,185	–	–	0.47%	56
2022 Q4	$675K	Sell	8,185 -46	-0.6%	-$3.81K	0.49%	57
2022 Q3	$660K	Hold	8,231	–	–	0.53%	51
2022 Q2	$750K	Hold	8,231	–	–	0.56%	52
2022 Q1	$892K	Sell	8,231 -200	-2%	-$21.2K	0.59%	48
2021 Q4	$978K	Hold	8,431	–	–	0.62%	44
2021 Q3	$858K	Sell	8,431 -205	-2%	-$21.7K	0.61%	45
2021 Q2	$879K	Buy	8,636 +46	+0.5%	+$4.56K	0.6%	48
2021 Q1	$789K	Hold	8,590	–	–	0.57%	46
2020 Q4	$730K	Hold	8,590	–	–	0.57%	45
2020 Q3	$678K	Hold	8,590	–	–	0.57%	45
2020 Q2	$675K	Hold	8,590	–	–	0.58%	48
2020 Q1	$600K	Hold	8,590	–	–	0.63%	47
2019 Q4	$797K	Hold	8,590	–	–	0.62%	47
2019 Q3	$801K	Sell	8,590 -300	-3%	-$27.2K	0.67%	45
2019 Q2	$777K	Hold	8,890	–	–	0.66%	45
2019 Q1	$773K	Hold	8,890	–	–	0.68%	44
2018 Q4	$663K	Hold	8,890	–	–	0.63%	49
2018 Q3	$717K	Hold	8,890	–	–	0.58%	49
2018 Q2	$724K	Buy	8,890 +1,190	+15%	+$92.2K	0.58%	49
2018 Q1	$581K	Hold	7,700	–	–	0.46%	51
2017 Q4	$639K	Hold	7,700	–	–	0.48%	49
2017 Q3	$640K	Hold	7,700	–	–	0.5%	51
2017 Q2	$641K	Hold	7,700	–	–	0.49%	52
2017 Q1	$636K	Hold	7,700	–	–	0.48%	52
2016 Q4	$635K	Hold	7,700	–	–	0.5%	46
2016 Q3	$668K	Hold	7,700	–	–	0.52%	49
2016 Q2	$683K	Sell	7,700 -115	-1%	-$9.66K	0.54%	46
2016 Q1	$655K	Buy	7,815 +115	+1%	+$8.95K	0.53%	44
2015 Q4	$614K	Hold	7,700	–	–	0.49%	45
2015 Q3	$582K	Hold	7,700	–	–	0.5%	42
2015 Q2	$575K	Hold	7,700	–	–	0.44%	44
2015 Q1	$649K	Hold	7,700	–	–	0.49%	44
2014 Q4	$624K	Hold	7,700	–	–	0.47%	45
2014 Q3	$553K	Hold	7,700	–	–	0.39%	54
2014 Q2	$576K	Hold	7,700	–	–	0.4%	54
2014 Q1	$544K	Hold	7,700	–	–	0.39%	59
2013 Q4	$497K	Buy	+7,700	New	+$515K	0.36%	59

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Loudon Investment Management's VNQ Position: Q2 2026 in Review

Loudon Investment Management held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 7,345 shares worth $708K. The position accounts for 0.35% of the portfolio, ranked #59.

Loudon Investment Management first reported a position in VNQ in Q4 2013 and has held it in 51 quarters since. The position peaked at $978K in Q4 2021. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Loudon Investment Management held 7,345 shares of Vanguard Real Estate ETF worth $708K as of Q2 2026.
Loudon Investment Management left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.35% of Loudon Investment Management's portfolio in Q2 2026, its #59 holding.
Loudon Investment Management first reported a position in Vanguard Real Estate ETF in Q4 2013 and has held it in 51 quarters since.
Loudon Investment Management's Vanguard Real Estate ETF position peaked at $978K in Q4 2021.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.