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Lowe Brockenbrough & Co’s Vanguard Real Estate ETF VNQ Stock Holding History

Lowe Brockenbrough & Co’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 		$457K Sell
5,150
-46
-0.9% -$4.22K 0.02% 223
2025
Q4 		$460K Sell
5,196
-1,218
-19% -$109K 0.02% 227
2025
Q3 		$586K Sell
6,414
-250
-4% -$22.7K 0.03% 209
2025
Q2 		$593K Sell
6,664
-250
-4% -$22K 0.03% 208
2025
Q1 		$626K Sell
6,914
-50
-0.7% -$4.54K 0.04% 201
2024
Q4 		$620K Sell
6,964
-1,250
-15% -$118K 0.04% 203
2024
Q3 		$808K Sell
8,214
-960
-10% -$88.4K 0.05% 189
2024
Q2 		$778K Buy
9,174
+100
+1% +$8.26K 0.05% 185
2024
Q1 		$785K Sell
9,074
-1,216
-12% -$104K 0.05% 194
2023
Q4 		$909K Buy
10,290
+4,109
+66% +$326K 0.07% 178
2023
Q3 		$472K Sell
6,181
-410
-6% -$33.8K 0.04% 215
2023
Q2 		$557K Sell
6,591
-1,464
-18% -$120K 0.04% 210
2023
Q1 		$669K Sell
8,055
-3,725
-32% -$320K 0.05% 201
2022
Q4 		$972K Buy
11,780
+8,252
+234% +$684K 0.08% 175
2022
Q3 		$283K Sell
3,528
-325
-8% -$30.4K 0.03% 229
2022
Q2 		$351K Buy
3,853
+1,167
+43% +$116K 0.03% 226
2022
Q1 		$291K Buy
2,686
+340
+14% +$36K 0.02% 241
2021
Q4 		$272K Hold
2,346
– – 0.02% 230
2021
Q3 		$239K Buy
+2,346
New +$249K 0.02% 254

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Lowe Brockenbrough & Co's VNQ Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Vanguard Real Estate ETF (VNQ) stake by 0.89% in Q1 2026, selling an estimated $4.22K and leaving 5,150 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #223.

Lowe Brockenbrough & Co first reported a position in VNQ in Q3 2021 and has held it in 19 quarters since. The position peaked at $972K in Q4 2022. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Lowe Brockenbrough & Co held 5,150 shares of Vanguard Real Estate ETF worth $457K as of Q1 2026.
  • Lowe Brockenbrough & Co sold 46 Vanguard Real Estate ETF shares in Q1 2026, an estimated $4.22K.
  • Vanguard Real Estate ETF made up 0.02% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #223 holding.
  • Lowe Brockenbrough & Co first reported a position in Vanguard Real Estate ETF in Q3 2021 and has held it in 19 quarters since.
  • Lowe Brockenbrough & Co's Vanguard Real Estate ETF position peaked at $972K in Q4 2022.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.