Northern Capital Management (Washington)’s Vanguard Real Estate ETF VNQ Stock Holding History

Northern Capital Management (Washington)’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	$462K	Hold	4,788	–	–	0.2%	26
2026 Q1	$425K	Hold	4,788	–	–	0.21%	26
2025 Q4	$424K	Hold	4,788	–	–	0.22%	28
2025 Q3	$438K	Hold	4,788	–	–	0.24%	28
2025 Q2	$426K	Hold	4,788	–	–	0.25%	28
2025 Q1	$434K	Buy	4,788 +165	+4%	+$15K	0.28%	27
2024 Q4	$412K	Hold	4,623	–	–	0.25%	25
2024 Q3	$450K	Hold	4,623	–	–	0.28%	25
2024 Q2	$387K	Hold	4,623	–	–	0.26%	24
2024 Q1	$400K	Buy	4,623 +1,225	+36%	+$105K	0.28%	24
2023 Q4	$300K	Hold	3,398	–	–	0.27%	24
2023 Q3	$257K	Hold	3,398	–	–	0.24%	30
2023 Q2	$284K	Hold	3,398	–	–	0.22%	33
2023 Q1	$282K	Hold	3,398	–	–	0.24%	32
2022 Q4	$280K	Hold	3,398	–	–	0.27%	32
2022 Q3	$272K	Hold	3,398	–	–	0.28%	27
2022 Q2	$310K	Hold	3,398	–	–	0.3%	26
2022 Q1	$368K	Buy	3,398 +368	+12%	+$38.9K	0.3%	28
2021 Q4	$352K	Hold	3,030	–	–	0.28%	29
2021 Q3	$308K	Hold	3,030	–	–	0.26%	29
2021 Q2	$308K	Hold	3,030	–	–	0.26%	31
2021 Q1	$278K	Buy	3,030 +478	+19%	+$42K	0.25%	33
2020 Q4	$217K	Buy	+2,552	New	+$212K	0.21%	39

Other funds holding VNQ

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northern Capital Management (Washington)'s VNQ Position: Q2 2026 in Review

Northern Capital Management (Washington) held its Vanguard Real Estate ETF (VNQ) position steady in Q2 2026 at 4,788 shares worth $462K. The position accounts for 0.2% of the portfolio, ranked #26.

Northern Capital Management (Washington) first reported a position in VNQ in Q4 2020 and has held it in 23 quarters since. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Northern Capital Management (Washington) held 4,788 shares of Vanguard Real Estate ETF worth $462K as of Q2 2026.
Northern Capital Management (Washington) left its Vanguard Real Estate ETF share count unchanged in Q2 2026.
Vanguard Real Estate ETF made up 0.2% of Northern Capital Management (Washington)'s portfolio in Q2 2026, its #26 holding.
Northern Capital Management (Washington) first reported a position in Vanguard Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Northern Capital Management (Washington)'s 13F filing for Q2 2026, filed 21 Jul 2026.