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McAdam LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

McAdam LLC’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 		$374K Buy
3,876
+493
+15% +$47.1K 0.01% 329
2026
Q1 		$300K Buy
3,383
+224
+7% +$20.5K 0.01% 346
2025
Q4 		$280K Buy
3,159
+2
+0.1% +$180 0.01% 335
2025
Q3 		$289K Sell
3,157
-147
-4% -$13.3K 0.01% 313
2025
Q2 		$294K Buy
3,304
+240
+8% +$21.2K 0.02% 289
2025
Q1 		$277K Buy
3,064
+269
+10% +$24.4K 0.02% 275
2024
Q4 		$249K Sell
2,795
-201
-7% -$19K 0.01% 312
2024
Q3 		$292K Sell
2,996
-322
-10% -$29.6K 0.02% 261
2024
Q2 		$278K Buy
3,318
+21
+0.6% +$1.73K 0.02% 250
2024
Q1 		$285K Sell
3,297
-98
-3% -$8.37K 0.02% 234
2023
Q4 		$300K Sell
3,395
-528
-13% -$41.8K 0.02% 213
2023
Q3 		$297K Sell
3,923
-145
-4% -$12K 0.02% 207
2023
Q2 		$340K Sell
4,068
-373
-8% -$30.6K 0.03% 188
2023
Q1 		$369K Buy
+4,441
New +$382K 0.03% 176
2022
Q4 		– Sell
-3,746
Closed -$300K – 232
2022
Q3 		$300K Sell
3,746
-249
-6% -$23.3K 0.03% 165
2022
Q2 		$364K Buy
3,995
+295
+8% +$29.4K 0.04% 156
2022
Q1 		$401K Buy
+3,700
New +$392K 0.04% 129
2020
Q4 		– Sell
-2,707
Closed -$214K – 170
2020
Q3 		$214K Sell
2,707
-120
-4% -$9.63K 0.04% 131
2020
Q2 		$222K Buy
+2,827
New +$214K 0.05% 106
2020
Q1 		– Sell
-2,752
Closed -$255K – 119
2019
Q4 		$255K Buy
2,752
+304
+12% +$28.2K 0.06% 71
2019
Q3 		$228K Buy
+2,448
New +$222K 0.06% 72
2018
Q4 		– Sell
-44
Closed -$4K – 595
2018
Q3 		$4K Buy
44
+10
+29% +$823 ﹤0.01% 449
2018
Q2 		$3K Sell
34
-160
-82% -$12.4K ﹤0.01% 468
2018
Q1 		$15K Buy
+194
New +$14.8K 0.01% 285

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

McAdam LLC's VNQ Position: Q2 2026 in Review

McAdam LLC increased its Vanguard Real Estate ETF (VNQ) stake by 15% in Q2 2026, buying an estimated $47.1K and bringing the position to 3,876 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #329.

McAdam LLC first reported a position in VNQ in Q1 2018 and has held it in 24 quarters since. The position peaked at $401K in Q1 2022. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • McAdam LLC held 3,876 shares of Vanguard Real Estate ETF worth $374K as of Q2 2026.
  • McAdam LLC bought 493 Vanguard Real Estate ETF shares in Q2 2026, an estimated $47.1K.
  • Vanguard Real Estate ETF made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #329 holding.
  • McAdam LLC first reported a position in Vanguard Real Estate ETF in Q1 2018 and has held it in 24 quarters since.
  • McAdam LLC's Vanguard Real Estate ETF position peaked at $401K in Q1 2022.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.