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Neumann Capital Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Neumann Capital 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 		$5.96M Sell
61,792
-465
-0.7% -$44.4K 3.94% 4
2026
Q1 		$5.52M Sell
62,257
-1,175
-2% -$108K 1.63% 12
2025
Q4 		$5.61M Sell
63,432
-362
-0.6% -$32.5K 1.62% 12
2025
Q3 		$5.83M Sell
63,794
-275
-0.4% -$24.9K 1.71% 12
2025
Q2 		$5.71M Sell
64,069
-100
-0.2% -$8.82K 1.79% 12
2025
Q1 		$5.81M Sell
64,169
-1,334
-2% -$121K 2.01% 12
2024
Q4 		$5.84M Sell
65,503
-2,092
-3% -$198K 1.94% 12
2024
Q3 		$6.59M Sell
67,595
-5,480
-7% -$505K 2.19% 12
2024
Q2 		$6.12M Sell
73,075
-2,026
-3% -$167K 2.1% 13
2024
Q1 		$6.49M Buy
75,101
+2,050
+3% +$175K 2.32% 13
2023
Q4 		$6.45M Buy
73,051
+1,948
+3% +$154K 2.56% 12
2023
Q3 		$5.38M Sell
71,103
-774
-1% -$63.8K 2.35% 13
2023
Q2 		$6.01M Sell
71,877
-987
-1% -$80.9K 2.49% 12
2023
Q1 		$6.05M Buy
72,864
+2,020
+3% +$174K 2.66% 12
2022
Q4 		$5.84M Sell
70,844
-668
-0.9% -$55.4K 2.74% 11
2022
Q3 		$5.73M Sell
71,512
-2,340
-3% -$219K 2.95% 10
2022
Q2 		$6.73M Sell
73,852
-1,200
-2% -$120K 3.41% 9
2022
Q1 		$8.13M Sell
75,052
-1,550
-2% -$164K 3.45% 9
2021
Q4 		$8.89M Sell
76,602
-39
-0.1% -$4.26K 3.62% 7
2021
Q3 		$7.8M Sell
76,641
-615
-0.8% -$65.2K 3.5% 7
2021
Q2 		$7.86M Sell
77,256
-2,970
-4% -$295K 3.53% 7
2021
Q1 		$7.37M Sell
80,226
-555
-0.7% -$48.8K 3.5% 9
2020
Q4 		$6.86M Sell
80,781
-465
-0.6% -$38.6K 3.46% 8
2020
Q3 		$6.42M Sell
81,246
-18
-0% -$1.45K 3.69% 8
2020
Q2 		$6.38M Sell
81,264
-436
-0.5% -$33.1K 3.91% 8
2020
Q1 		$5.71M Buy
81,700
+760
+0.9% +$66.7K 4.15% 8
2019
Q4 		$7.51M Buy
80,940
+40
+0% +$3.7K 4.36% 7
2019
Q3 		$7.54M Sell
80,900
-1,035
-1% -$94K 4.66% 5
2019
Q2 		$7.16M Buy
81,935
+1,939
+2% +$170K 4.44% 7
2019
Q1 		$6.95M Buy
79,996
+90
+0.1% +$7.43K 4.45% 7
2018
Q4 		$5.96M Sell
79,906
-6,437
-7% -$507K 4.49% 5
2018
Q3 		$6.97M Sell
86,343
-575
-0.7% -$47.4K 4.1% 5
2018
Q2 		$7.08M Buy
86,918
+1,962
+2% +$152K 4.45% 4
2018
Q1 		$6.41M Buy
84,956
+2,386
+3% +$183K 4.08% 5
2017
Q4 		$6.85M Sell
82,570
-1,063
-1% -$89.1K 4.2% 5
2017
Q3 		$6.95M Buy
83,633
+226
+0.3% +$18.9K 4.3% 4
2017
Q2 		$6.94M Buy
83,407
+320
+0.4% +$26.7K 4.47% 4
2017
Q1 		$6.86M Sell
83,087
-1,085
-1% -$90K 4.45% 3
2016
Q4 		$6.95M Buy
84,172
+2,086
+3% +$170K 4.48% 3
2016
Q3 		$7.12M Buy
82,086
+745
+0.9% +$66.5K 4.73% 3
2016
Q2 		$7.21M Buy
81,341
+450
+0.6% +$37.8K 4.79% 2
2016
Q1 		$6.78M Buy
80,891
+11,325
+16% +$882K 4.46% 3
2015
Q4 		$5.55M Sell
69,566
-1,250
-2% -$98.9K 3.86% 5
2015
Q3 		$5.35M Buy
70,816
+2,190
+3% +$168K 3.78% 5
2015
Q2 		$5.13M Buy
68,626
+3,050
+5% +$244K 3.27% 9
2015
Q1 		$5.53M Buy
65,576
+605
+0.9% +$51.4K 3.53% 8
2014
Q4 		$5.26M Buy
+64,971
New +$5.1M 3.43% 9

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Neumann Capital Management's VNQ Position: Q2 2026 in Review

Neumann Capital Management reduced its Vanguard Real Estate ETF (VNQ) stake by 0.75% in Q2 2026, selling an estimated $44.4K and leaving 61,792 shares worth $5.96M. The position accounts for 3.94% of the portfolio, ranked #4.

Neumann Capital Management first reported a position in VNQ in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.89M in Q4 2021. 848 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Neumann Capital Management held 61,792 shares of Vanguard Real Estate ETF worth $5.96M as of Q2 2026.
  • Neumann Capital Management sold 465 Vanguard Real Estate ETF shares in Q2 2026, an estimated $44.4K.
  • Vanguard Real Estate ETF made up 3.94% of Neumann Capital Management's portfolio in Q2 2026, its #4 holding.
  • Neumann Capital Management first reported a position in Vanguard Real Estate ETF in Q4 2014 and has held it in 47 quarters since.
  • Neumann Capital Management's Vanguard Real Estate ETF position peaked at $8.89M in Q4 2021.
  • 848 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.