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Optimist Retirement Group’s Vanguard Real Estate ETF VNQ Stock Holding History

Optimist Retirement Group’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 		$615K Buy
6,931
+536
+8% +$49.1K 0.27% 50
2025
Q4 		$566K Buy
6,395
+28
+0.4% +$2.52K 0.26% 53
2025
Q3 		$582K Buy
6,367
+29
+0.5% +$2.63K 0.26% 50
2025
Q2 		$564K Buy
6,338
+158
+3% +$13.9K 0.27% 49
2025
Q1 		$560K Sell
6,180
-452
-7% -$41K 0.28% 47
2024
Q4 		$591K Sell
6,632
-78
-1% -$7.37K 0.28% 49
2024
Q3 		$654K Buy
6,710
+22
+0.3% +$2.03K 0.3% 49
2024
Q2 		$560K Sell
6,688
-410
-6% -$33.9K 0.29% 47
2024
Q1 		$614K Buy
7,098
+86
+1% +$7.35K 0.32% 46
2023
Q4 		$620K Buy
+7,012
New +$556K 0.4% 41

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

Optimist Retirement Group's VNQ Position: Q1 2026 in Review

Optimist Retirement Group increased its Vanguard Real Estate ETF (VNQ) stake by 8.4% in Q1 2026, buying an estimated $49.1K and bringing the position to 6,931 shares worth $615K. The position accounts for 0.27% of the portfolio, ranked #50.

Optimist Retirement Group first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $654K in Q3 2024. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Optimist Retirement Group held 6,931 shares of Vanguard Real Estate ETF worth $615K as of Q1 2026.
  • Optimist Retirement Group bought 536 Vanguard Real Estate ETF shares in Q1 2026, an estimated $49.1K.
  • Vanguard Real Estate ETF made up 0.27% of Optimist Retirement Group's portfolio in Q1 2026, its #50 holding.
  • Optimist Retirement Group first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • Optimist Retirement Group's Vanguard Real Estate ETF position peaked at $654K in Q3 2024.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.