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VNQ icon

Newman Dignan & Sheerar Inc’s Vanguard Real Estate ETF VNQ Stock Holding History

Newman Dignan & Sheerar Inc’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 		$962K Sell
9,976
-324
-3% -$31K 0.18% 93
2026
Q1 		$914K Buy
10,300
+1,061
+11% +$97.3K 0.19% 91
2025
Q4 		$818K Buy
9,239
+310
+3% +$27.9K 0.17% 100
2025
Q3 		$816K Sell
8,929
-654
-7% -$59.3K 0.18% 96
2025
Q2 		$853K Sell
9,583
-1,448
-13% -$128K 0.2% 91
2025
Q1 		$999K Buy
11,031
+59
+0.5% +$5.36K 0.27% 76
2024
Q4 		$977K Sell
10,972
-208
-2% -$19.7K 0.25% 84
2024
Q3 		$1.07M Buy
11,180
+403
+4% +$37.1K 0.26% 81
2024
Q2 		$903K Hold
10,777
– – 0.23% 90
2024
Q1 		$932K Sell
10,777
-7,503
-41% -$641K 0.25% 88
2023
Q4 		$1.62M Sell
18,280
-692
-4% -$54.8K 0.49% 61
2023
Q3 		$1.44M Sell
18,972
-1,149
-6% -$94.7K 0.47% 59
2023
Q2 		$1.68M Sell
20,121
-284
-1% -$23.3K 0.52% 56
2023
Q1 		$1.69M Sell
20,405
-8,877
-30% -$763K 0.54% 55
2022
Q4 		$2.42M Buy
29,282
+4,979
+20% +$413K 0.8% 39
2022
Q3 		$1.95K Buy
24,303
+1,818
+8% +$170K 0.31% 40
2022
Q2 		$2.05M Sell
22,485
-143
-0.6% -$14.3K 0.7% 45
2022
Q1 		$2.45K Buy
22,628
+43
+0.2% +$4.55K 0.47% 38
2021
Q4 		$2.62M Buy
22,585
+674
+3% +$73.6K 0.79% 32
2021
Q3 		$2.23M Buy
21,911
+51
+0.2% +$5.41K 0.64% 34
2021
Q2 		$2.23M Sell
21,860
-700
-3% -$69.4K 0.75% 35
2021
Q1 		$2.07M Buy
22,560
+979
+5% +$86K 0.75% 38
2020
Q4 		$1.83K Buy
21,581
+433
+2% +$35.9K 0.29% 41
2020
Q3 		$1.67M Sell
21,148
-50
-0.2% -$4.01K 0.7% 38
2020
Q2 		$1.73M Buy
21,198
+43
+0.2% +$3.26K 0.75% 39
2020
Q1 		$1.58M Sell
21,155
-3,867
-15% -$340K 0.83% 33
2019
Q4 		$2.32K Buy
25,022
+547
+2% +$50.7K 0.25% 32
2019
Q3 		$2.28M Buy
24,475
+114
+0.5% +$10.3K 1.08% 26
2019
Q2 		$2.13K Buy
24,361
+66
+0.3% +$5.78K 0.06% 27
2019
Q1 		$21.1M Sell
24,295
-478
-2% -$39.5K 8.48% 1
2018
Q4 		$1.85K Buy
24,773
+50
+0.2% +$3.94K 0.16% 38
2018
Q3 		$1.93M Buy
24,723
+129
+0.5% +$10.6K 0.85% 33
2018
Q2 		$2K Sell
24,594
-225
-0.9% -$17.4K 0.13% 25
2018
Q1 		$1.85M Buy
24,819
+10,024
+68% +$767K 0.94% 25
2017
Q4 		$1.23M Buy
14,795
+1,103
+8% +$92.4K 0.61% 49
2017
Q3 		$1.14M Buy
13,692
+50
+0.4% +$4.18K 0.61% 47
2017
Q2 		$1.14M Buy
13,642
+15
+0.1% +$1.25K 0.63% 44
2017
Q1 		$1.13K Buy
13,627
+55
+0.4% +$4.56K 0.5% 48
2016
Q4 		$1.12M Buy
13,572
+87
+0.6% +$7.09K 0.68% 41
2016
Q3 		$1.17M Sell
13,485
-731
-5% -$65.2K 0.74% 39
2016
Q2 		$1.26M Buy
14,216
+6,029
+74% +$507K 0.79% 36
2016
Q1 		$686K Buy
8,187
+74
+0.9% +$5.76K 0.5% 60
2015
Q4 		$647K Buy
8,113
+234
+3% +$18.5K 0.46% 66
2015
Q3 		$595K Sell
7,879
-194
-2% -$14.9K 0.38% 62
2015
Q2 		$603K Buy
8,073
+64
+0.8% +$5.12K 0.43% 64
2015
Q1 		$675K Buy
8,009
+1,425
+22% +$121K 0.48% 60
2014
Q4 		$533 Buy
6,584
+270
+4% +$21.2K 0.32% 77
2014
Q3 		$454K Buy
6,314
+154
+3% +$11.6K 0.34% 84
2014
Q2 		$461 Buy
6,160
+540
+10% +$39.7K 0.26% 86
2014
Q1 		$397K Buy
5,620
+518
+10% +$35.5K 0.28% 95
2013
Q4 		$329 Buy
5,102
+532
+12% +$35.6K 0.02% 113
2013
Q3 		$302K Buy
4,570
+150
+3% +$10.2K 0.23% 112
2013
Q2 		$304 Buy
+4,420
New +$321K 0.02% 100

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

Newman Dignan & Sheerar Inc's VNQ Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Vanguard Real Estate ETF (VNQ) stake by 3.1% in Q2 2026, selling an estimated $31K and leaving 9,976 shares worth $962K. The position accounts for 0.18% of the portfolio, ranked #93.

Newman Dignan & Sheerar Inc first reported a position in VNQ in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.1M in Q1 2019. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 9,976 shares of Vanguard Real Estate ETF worth $962K as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 324 Vanguard Real Estate ETF shares in Q2 2026, an estimated $31K.
  • Vanguard Real Estate ETF made up 0.18% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #93 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Vanguard Real Estate ETF in Q2 2013 and has held it in 53 quarters since.
  • Newman Dignan & Sheerar Inc's Vanguard Real Estate ETF position peaked at $21.1M in Q1 2019.
  • 897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.