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McClarren Financial Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

McClarren Financial Advisors’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 		$350K Sell
3,624
-26
-0.7% -$2.48K 0.18% 64
2026
Q1 		$324K Buy
3,650
+2,040
+127% +$187K 0.19% 63
2025
Q4 		$320K Sell
1,610
-1,611
-50% -$145K 0.19% 62
2025
Q3 		$343K Buy
3,221
+324
+11% +$29.4K 0.21% 60
2025
Q2 		$258K Buy
2,897
+339
+13% +$29.9K 0.17% 64
2025
Q1 		$343K Buy
+2,558
New +$232K 0.23% 54
2024
Q4 		– Sell
-2,614
Closed -$1.43K – 310
2024
Q3 		$1.43K Buy
2,614
+1,191
+84% +$110K 0.18% 35
2024
Q2 		$409K Sell
1,423
-4,746
-77% -$392K 0.29% 50
2024
Q1 		$534K Buy
6,169
+42
+0.7% +$3.59K 0.38% 43
2023
Q4 		$541K Buy
6,127
+760
+14% +$60.2K 0.41% 40
2023
Q3 		$403K Sell
5,367
-434
-7% -$35.8K 0.35% 46
2023
Q2 		$484K Sell
5,801
-1,431
-20% -$117K 0.4% 42
2023
Q1 		$590K Buy
7,232
+1,183
+20% +$102K 0.54% 32
2022
Q4 		$498K Buy
6,049
+358
+6% +$29.7K 0.47% 39
2022
Q3 		$456K Buy
+5,691
New +$532K 0.45% 35
2022
Q2 		– Sell
-4,370
Closed -$471K – 272
2022
Q1 		$471K Buy
4,370
+79
+2% +$8.36K 0.34% 40
2021
Q4 		$498K Buy
4,291
+554
+15% +$60.5K 0.34% 39
2021
Q3 		$380K Buy
3,737
+1,831
+96% +$194K 0.3% 39
2021
Q2 		$192K Buy
1,906
+13
+0.7% +$1.29K 0.16% 53
2021
Q1 		$173K Buy
1,893
+3
+0.2% +$264 0.15% 52
2020
Q4 		$160K Buy
+1,890
New +$157K 0.15% 52

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
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

McClarren Financial Advisors's VNQ Position: Q2 2026 in Review

McClarren Financial Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 0.71% in Q2 2026, selling an estimated $2.48K and leaving 3,624 shares worth $350K. The position accounts for 0.18% of the portfolio, ranked #64.

McClarren Financial Advisors first reported a position in VNQ in Q4 2020 and has held it in 21 quarters since. The position peaked at $590K in Q1 2023. 583 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • McClarren Financial Advisors held 3,624 shares of Vanguard Real Estate ETF worth $350K as of Q2 2026.
  • McClarren Financial Advisors sold 26 Vanguard Real Estate ETF shares in Q2 2026, an estimated $2.48K.
  • Vanguard Real Estate ETF made up 0.18% of McClarren Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 21 quarters since.
  • McClarren Financial Advisors's Vanguard Real Estate ETF position peaked at $590K in Q1 2023.
  • 583 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.