NW
VNQ icon

NewEdge Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

NewEdge Wealth’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 		$2.52M Sell
28,433
-335
-1% -$30.7K 0.03% 366
2025
Q4 		$2.55M Buy
28,768
+1,187
+4% +$107K 0.03% 393
2025
Q3 		$2.46M Buy
27,581
+272
+1% +$24.7K 0.04% 340
2025
Q2 		$2.45M Buy
27,309
+2,963
+12% +$261K 0.04% 339
2025
Q1 		$2.2M Sell
24,346
-1,004
-4% -$91.1K 0.04% 338
2024
Q4 		$2.26M Sell
25,350
-1,986
-7% -$188K 0.04% 325
2024
Q3 		$2.66M Sell
27,336
-817
-3% -$75.2K 0.05% 306
2024
Q2 		$2.36M Sell
28,153
-111,441
-80% -$9.2M 0.05% 302
2024
Q1 		$11.3M Sell
139,594
-1,114
-0.8% -$95.2K 0.25% 102
2023
Q4 		$12.4M Sell
140,708
-7,188
-5% -$570K 0.32% 87
2023
Q3 		$11.2M Buy
147,896
+5,127
+4% +$423K 0.35% 84
2023
Q2 		$11.9M Buy
142,769
+46,860
+49% +$3.84M 0.4% 76
2023
Q1 		$7.96M Buy
95,909
+82,489
+615% +$7.09M 0.3% 90
2022
Q4 		$1.11M Buy
13,420
+629
+5% +$52.2K 0.05% 279
2022
Q3 		$1.02M Sell
12,791
-5,635
-31% -$527K 0.05% 272
2022
Q2 		$1.68M Buy
18,426
+11,782
+177% +$1.17M 0.08% 210
2022
Q1 		$720K Buy
6,644
+512
+8% +$54.2K 0.03% 256
2021
Q4 		$711K Buy
+6,132
New +$670K 0.03% 257

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

NewEdge Wealth's VNQ Position: Q1 2026 in Review

NewEdge Wealth reduced its Vanguard Real Estate ETF (VNQ) stake by 1.2% in Q1 2026, selling an estimated $30.7K and leaving 28,433 shares worth $2.52M. The position accounts for 0.03% of the portfolio, ranked #366.

NewEdge Wealth first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.4M in Q4 2023. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • NewEdge Wealth held 28,433 shares of Vanguard Real Estate ETF worth $2.52M as of Q1 2026.
  • NewEdge Wealth sold 335 Vanguard Real Estate ETF shares in Q1 2026, an estimated $30.7K.
  • Vanguard Real Estate ETF made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #366 holding.
  • NewEdge Wealth first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Wealth's Vanguard Real Estate ETF position peaked at $12.4M in Q4 2023.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.