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VNQ icon

North Ridge Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

North Ridge Wealth Advisors’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 		$566K Buy
6,376
+8
+0.1% +$734 0.32% 29
2025
Q4 		$563K Buy
6,368
+27
+0.4% +$2.43K 0.32% 28
2025
Q3 		$580K Buy
6,341
+11
+0.2% +$998 0.33% 27
2025
Q2 		$564K Buy
6,330
+172
+3% +$15.2K 0.35% 27
2025
Q1 		$558K Hold
6,158
– – 0.37% 26
2024
Q4 		$549K Sell
6,158
-521
-8% -$49.2K 0.38% 26
2024
Q3 		$651K Sell
6,679
-1,764
-21% -$162K 0.44% 26
2024
Q2 		$707K Sell
8,443
-1,147
-12% -$94.7K 0.54% 24
2024
Q1 		$829K Buy
9,590
+47
+0.5% +$4.02K 0.64% 23
2023
Q4 		$843K Sell
9,543
-2,979
-24% -$236K 0.7% 22
2023
Q3 		$947K Sell
12,522
-400
-3% -$33K 0.92% 21
2023
Q2 		$1.08M Buy
12,922
+70
+0.5% +$5.74K 1.03% 19
2023
Q1 		$1.07M Buy
+12,852
New +$1.1M 1.07% 19

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

North Ridge Wealth Advisors's VNQ Position: Q1 2026 in Review

North Ridge Wealth Advisors increased its Vanguard Real Estate ETF (VNQ) stake by 0.13% in Q1 2026, buying an estimated $734 and bringing the position to 6,376 shares worth $566K. The position accounts for 0.32% of the portfolio, ranked #29.

North Ridge Wealth Advisors first reported a position in VNQ in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q2 2023. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • North Ridge Wealth Advisors held 6,376 shares of Vanguard Real Estate ETF worth $566K as of Q1 2026.
  • North Ridge Wealth Advisors bought 8 Vanguard Real Estate ETF shares in Q1 2026, an estimated $734.
  • Vanguard Real Estate ETF made up 0.32% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • North Ridge Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • North Ridge Wealth Advisors's Vanguard Real Estate ETF position peaked at $1.08M in Q2 2023.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.