PPW
VNQ icon

PACK Private Wealth’s Vanguard Real Estate ETF VNQ Stock Holding History

PACK Private Wealth’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 		$9.04M Buy
101,903
+3,812
+4% +$350K 4.15% 8
2025
Q4 		$8.68M Buy
98,091
+3,354
+4% +$301K 3.96% 8
2025
Q3 		$8.66M Buy
94,737
+2,981
+3% +$270K 4.08% 8
2025
Q2 		$8.17M Buy
91,756
+7,337
+9% +$647K 4.33% 8
2025
Q1 		$7.64M Buy
84,419
+26
+0% +$2.36K 4.55% 8
2024
Q4 		$7.52M Buy
84,393
+1,472
+2% +$139K 4.41% 7
2024
Q3 		$8.08M Buy
82,921
+2,203
+3% +$203K 4.58% 7
2024
Q2 		$6.76M Buy
80,718
+4,505
+6% +$372K 4.2% 8
2024
Q1 		$6.59M Buy
76,213
+5,529
+8% +$472K 4.14% 8
2023
Q4 		$6.25M Sell
70,684
-1,849
-3% -$147K 4.21% 8
2023
Q3 		$5.39M Buy
72,533
+5,412
+8% +$446K 4.02% 8
2023
Q2 		$5.61M Buy
67,121
+4,070
+6% +$333K 4.19% 7
2023
Q1 		$5.24M Buy
63,051
+10,509
+20% +$903K 4.16% 8
2022
Q4 		$4.33M Sell
52,542
-2,819
-5% -$234K 3.72% 10
2022
Q3 		$4.44M Buy
55,361
+2,672
+5% +$250K 4.17% 10
2022
Q2 		$4.8M Buy
52,689
+3,747
+8% +$373K 4.38% 10
2022
Q1 		$5.3M Buy
48,942
+1,315
+3% +$139K 4.38% 10
2021
Q4 		$5.53M Buy
+47,627
New +$5.2M 4.39% 7

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

PACK Private Wealth's VNQ Position: Q1 2026 in Review

PACK Private Wealth increased its Vanguard Real Estate ETF (VNQ) stake by 3.9% in Q1 2026, buying an estimated $350K and bringing the position to 101,903 shares worth $9.04M. The position accounts for 4.15% of the portfolio, ranked #8.

PACK Private Wealth first reported a position in VNQ in Q4 2021 and has held it in 18 quarters since. 1,774 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • PACK Private Wealth held 101,903 shares of Vanguard Real Estate ETF worth $9.04M as of Q1 2026.
  • PACK Private Wealth bought 3,812 Vanguard Real Estate ETF shares in Q1 2026, an estimated $350K.
  • Vanguard Real Estate ETF made up 4.15% of PACK Private Wealth's portfolio in Q1 2026, its #8 holding.
  • PACK Private Wealth first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,774 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.