NF
VNQ icon

Nikulski Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Nikulski Financial’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 		$2.29M Buy
23,746
+508
+2% +$48.5K 0.49% 57
2026
Q1 		$2.06M Buy
23,238
+12,038
+107% +$1.1M 0.51% 61
2025
Q4 		$991K Buy
11,200
+5,513
+97% +$495K 0.24% 88
2025
Q3 		$520K Buy
5,687
+28
+0.5% +$2.54K 0.13% 105
2025
Q2 		$504K Buy
5,659
+781
+16% +$68.9K 0.14% 96
2025
Q1 		$442K Hold
4,878
– – 0.13% 93
2024
Q4 		$435K Hold
4,878
– – 0.13% 92
2024
Q3 		$475K Sell
4,878
-377
-7% -$34.7K 0.14% 88
2024
Q2 		$440K Buy
5,255
+3
+0.1% +$248 0.14% 89
2024
Q1 		$454K Sell
5,252
-415
-7% -$35.5K 0.15% 90
2023
Q4 		$501K Sell
5,667
-700
-11% -$55.5K 0.18% 88
2023
Q3 		$482K Sell
6,367
-320
-5% -$26.4K 0.2% 87
2023
Q2 		$559K Sell
6,687
-571
-8% -$46.8K 0.23% 84
2023
Q1 		$603K Buy
7,258
+293
+4% +$25.2K 0.27% 85
2022
Q4 		$574K Buy
6,965
+500
+8% +$41.5K 0.27% 84
2022
Q3 		$518K Hold
6,465
– – 0.27% 82
2022
Q2 		$589K Buy
6,465
+525
+9% +$52.3K 0.29% 73
2022
Q1 		$644K Buy
5,940
+1,600
+37% +$169K 0.27% 79
2021
Q4 		$503K Sell
4,340
-7
-0.2% -$765 0.21% 84
2021
Q3 		$442K Buy
4,347
+650
+18% +$68.9K 0.2% 87
2021
Q2 		$391K Buy
+3,697
New +$367K 0.18% 94

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
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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Nikulski Financial's VNQ Position: Q2 2026 in Review

Nikulski Financial increased its Vanguard Real Estate ETF (VNQ) stake by 2.2% in Q2 2026, buying an estimated $48.5K and bringing the position to 23,746 shares worth $2.29M. The position accounts for 0.49% of the portfolio, ranked #57.

Nikulski Financial first reported a position in VNQ in Q2 2021 and has held it in 21 quarters since. 804 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Nikulski Financial held 23,746 shares of Vanguard Real Estate ETF worth $2.29M as of Q2 2026.
  • Nikulski Financial bought 508 Vanguard Real Estate ETF shares in Q2 2026, an estimated $48.5K.
  • Vanguard Real Estate ETF made up 0.49% of Nikulski Financial's portfolio in Q2 2026, its #57 holding.
  • Nikulski Financial first reported a position in Vanguard Real Estate ETF in Q2 2021 and has held it in 21 quarters since.
  • 804 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.