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Palisades Hudson Asset Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Palisades Hudson Asset Management’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 		$1.68M Buy
18,878
+1,746
+10% +$160K 0.65% 29
2025
Q4 		$1.52M Sell
17,132
-7,644
-31% -$687K 0.59% 29
2025
Q3 		$2.27M Buy
24,776
+865
+4% +$78.5K 0.82% 25
2025
Q2 		$2.13M Buy
23,911
+6,988
+41% +$616K 0.83% 25
2025
Q1 		$1.53M Sell
16,923
-353
-2% -$32K 0.7% 26
2024
Q4 		$1.54M Buy
17,276
+2,243
+15% +$212K 0.65% 27
2024
Q3 		$1.46M Buy
15,033
+315
+2% +$29K 0.62% 28
2024
Q2 		$1.23M Buy
14,718
+755
+5% +$62.3K 0.57% 30
2024
Q1 		$1.21M Buy
13,963
+996
+8% +$85.1K 0.55% 28
2023
Q4 		$1.15M Sell
12,967
-3,784
-23% -$300K 0.56% 28
2023
Q3 		$1.27M Sell
16,751
-4,660
-22% -$384K 0.69% 23
2023
Q2 		$1.79M Buy
21,411
+1,504
+8% +$123K 0.93% 20
2023
Q1 		$1.65M Buy
19,907
+825
+4% +$70.9K 0.88% 20
2022
Q4 		$1.57M Buy
19,082
+1,411
+8% +$117K 0.87% 20
2022
Q3 		$1.42M Buy
17,671
+893
+5% +$83.5K 0.86% 21
2022
Q2 		$1.53M Buy
16,778
+523
+3% +$52.1K 0.86% 19
2022
Q1 		$1.76M Buy
16,255
+261
+2% +$27.6K 0.82% 20
2021
Q4 		$1.85M Buy
15,994
+156
+1% +$17K 0.79% 20
2021
Q3 		$1.61M Buy
15,838
+352
+2% +$37.3K 0.74% 20
2021
Q2 		$1.58M Buy
15,486
+80
+0.5% +$7.93K 0.7% 21
2021
Q1 		$1.42M Buy
15,406
+2,029
+15% +$178K 0.67% 21
2020
Q4 		$1.14M Buy
13,377
+1,043
+8% +$86.5K 0.59% 25
2020
Q3 		$974K Buy
12,334
+273
+2% +$21.9K 0.63% 26
2020
Q2 		$947K Buy
12,061
+508
+4% +$38.5K 0.65% 24
2020
Q1 		$807K Buy
11,553
+2,689
+30% +$236K 0.68% 23
2019
Q4 		$823K Buy
8,864
+744
+9% +$68.9K 0.53% 26
2019
Q3 		$757K Buy
8,120
+113
+1% +$10.3K 0.53% 28
2019
Q2 		$700K Sell
8,007
-140
-2% -$12.3K 0.48% 28
2019
Q1 		$708K Sell
8,147
-136
-2% -$11.2K 0.46% 29
2018
Q4 		$618K Buy
8,283
+502
+6% +$39.5K 0.36% 32
2018
Q3 		$628K Buy
7,781
+706
+10% +$58.1K 0.32% 36
2018
Q2 		$576K Buy
7,075
+155
+2% +$12K 0.31% 35
2018
Q1 		$522K Buy
6,920
+718
+12% +$55K 0.28% 37
2017
Q4 		$515K Buy
6,202
+90
+1% +$7.54K 0.28% 38
2017
Q3 		$508K Buy
6,112
+62
+1% +$5.18K 0.29% 40
2017
Q2 		$504K Buy
6,050
+3,479
+135% +$290K 0.29% 37
2017
Q1 		$212K Buy
2,571
+18
+0.7% +$1.49K 0.13% 94
2016
Q4 		$211K Buy
2,553
+61
+2% +$4.97K 0.13% 91
2016
Q3 		$216K Sell
2,492
-379
-13% -$33.8K 0.17% 87
2016
Q2 		$255K Buy
2,871
+183
+7% +$15.4K 0.21% 74
2016
Q1 		$225K Buy
2,688
+43
+2% +$3.35K 0.18% 86
2015
Q4 		$211K Buy
+2,645
New +$209K 0.18% 91
2015
Q2 		– Sell
-2,540
Closed -$214K – 96
2015
Q1 		$214K Buy
+2,540
New +$216K 0.17% 85

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

Palisades Hudson Asset Management's VNQ Position: Q1 2026 in Review

Palisades Hudson Asset Management increased its Vanguard Real Estate ETF (VNQ) stake by 10% in Q1 2026, buying an estimated $160K and bringing the position to 18,878 shares worth $1.68M. The position accounts for 0.65% of the portfolio, ranked #29.

Palisades Hudson Asset Management first reported a position in VNQ in Q1 2015 and has held it in 43 quarters since. The position peaked at $2.27M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Palisades Hudson Asset Management held 18,878 shares of Vanguard Real Estate ETF worth $1.68M as of Q1 2026.
  • Palisades Hudson Asset Management bought 1,746 Vanguard Real Estate ETF shares in Q1 2026, an estimated $160K.
  • Vanguard Real Estate ETF made up 0.65% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #29 holding.
  • Palisades Hudson Asset Management first reported a position in Vanguard Real Estate ETF in Q1 2015 and has held it in 43 quarters since.
  • Palisades Hudson Asset Management's Vanguard Real Estate ETF position peaked at $2.27M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.