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NorthAvenue LLC’s Vanguard Real Estate ETF VNQ Stock Holding History

NorthAvenue LLC’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 		$290 Buy
+3
New +$287 ﹤0.01% 289
2026
Q1 		– Sell
-364
Closed -$32.2K – 368
2025
Q4 		$32.2K Buy
+364
New +$32.7K 0.03% 80

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

NorthAvenue LLC's VNQ Position: Q2 2026 in Review

NorthAvenue LLC opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 3 shares worth $290. The stake represents ﹤0.01% of the portfolio and ranks #289 among its holdings. This is a return to the name: NorthAvenue LLC previously reported a position in VNQ as recently as Q4 2025.

NorthAvenue LLC first reported a position in VNQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $32.2K in Q4 2025. 471 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • NorthAvenue LLC held 3 shares of Vanguard Real Estate ETF worth $290 as of Q2 2026.
  • Vanguard Real Estate ETF was a new NorthAvenue LLC position in Q2 2026.
  • Vanguard Real Estate ETF made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #289 holding.
  • NorthAvenue LLC first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • NorthAvenue LLC's Vanguard Real Estate ETF position peaked at $32.2K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.