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VNQ icon

McLean Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

McLean Asset 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
Q1 		$683K Buy
7,705
+54
+0.7% +$4.95K 0.12% 78
2025
Q4 		$695K Sell
7,651
-896
-10% -$80.5K 0.12% 75
2025
Q3 		$774K Buy
8,547
+157
+2% +$14.2K 0.16% 72
2025
Q2 		$754K Sell
8,390
-602
-7% -$53.1K 0.2% 63
2025
Q1 		$717K Buy
8,992
+73
+0.8% +$6.63K 0.24% 56
2024
Q4 		$795K Buy
8,919
+693
+8% +$65.5K 0.24% 56
2024
Q3 		$782K Buy
8,226
+27
+0.3% +$2.49K 0.24% 57
2024
Q2 		$692K Buy
8,199
+117
+1% +$9.66K 0.22% 58
2024
Q1 		$695K Buy
8,082
+1,944
+32% +$166K 0.24% 55
2023
Q4 		$532K Buy
6,138
+1,883
+44% +$149K 0.2% 62
2023
Q3 		$321K Sell
4,255
-1,285
-23% -$106K 0.13% 86
2023
Q2 		$463K Buy
5,540
+328
+6% +$26.9K 0.18% 65
2023
Q1 		$433K Sell
5,212
-6,499
-55% -$558K 0.18% 69
2022
Q4 		$966K Buy
11,711
+4,723
+68% +$392K 0.33% 37
2022
Q3 		$541K Buy
6,988
+1,642
+31% +$154K 0.21% 54
2022
Q2 		$494K Buy
5,346
+2,726
+104% +$272K 0.2% 55
2022
Q1 		$284K Buy
2,620
+8
+0.3% +$847 0.21% 85
2021
Q4 		$289K Buy
2,612
+232
+10% +$25.3K 0.11% 97
2021
Q3 		$261K Buy
2,380
+97
+4% +$10.3K 0.1% 105
2021
Q2 		$240K Buy
2,283
+2
+0.1% +$198 0.11% 97
2021
Q1 		$224K Buy
+2,281
New +$200K 0.18% 93

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

McLean Asset Management's VNQ Position: Q1 2026 in Review

McLean Asset Management increased its Vanguard Real Estate ETF (VNQ) stake by 0.71% in Q1 2026, buying an estimated $4.95K and bringing the position to 7,705 shares worth $683K. The position accounts for 0.12% of the portfolio, ranked #78.

McLean Asset Management first reported a position in VNQ in Q1 2021 and has held it in 21 quarters since. The position peaked at $966K in Q4 2022. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • McLean Asset Management held 7,705 shares of Vanguard Real Estate ETF worth $683K as of Q1 2026.
  • McLean Asset Management bought 54 Vanguard Real Estate ETF shares in Q1 2026, an estimated $4.95K.
  • Vanguard Real Estate ETF made up 0.12% of McLean Asset Management's portfolio in Q1 2026, its #78 holding.
  • McLean Asset Management first reported a position in Vanguard Real Estate ETF in Q1 2021 and has held it in 21 quarters since.
  • McLean Asset Management's Vanguard Real Estate ETF position peaked at $966K in Q4 2022.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.