Patton Fund Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Patton Fund 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 Q2	$6.87M	Buy	71,281 +2,425	+4%	+$232K	1.49%	11
2026 Q1	$6.11M	Buy	68,856 +13,652	+25%	+$1.25M	1.04%	12
2025 Q4	$4.89M	Buy	55,204 +9,455	+21%	+$850K	0.65%	72
2025 Q3	$4.18M	Buy	45,749 +11,411	+33%	+$1.04M	0.75%	23
2025 Q2	$3.06M	Buy	34,338 +6,546	+24%	+$577K	0.67%	40
2025 Q1	$2.52M	Buy	27,792 +4,606	+20%	+$418K	0.61%	67
2024 Q4	$2.07M	Buy	23,186 +76	+0.3%	+$7.18K	0.4%	71
2024 Q3	$2.25M	Buy	23,110 +1,426	+7%	+$131K	0.47%	70
2024 Q2	$1.82M	Buy	21,684 +4,467	+26%	+$369K	0.38%	75
2024 Q1	$1.49M	Buy	17,217 +11,327	+192%	+$968K	0.27%	77
2023 Q4	$520K	Buy	+5,890	New	+$467K	0.12%	63
2021 Q2	–	Sell	-4,075	Closed	-$530K	–	107
2021 Q1	$530K	Buy	+4,075	New	+$358K	0.28%	82

Other funds holding VNQ

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Patton Fund Management's VNQ Position: Q2 2026 in Review

Patton Fund Management increased its Vanguard Real Estate ETF (VNQ) stake by 3.5% in Q2 2026, buying an estimated $232K and bringing the position to 71,281 shares worth $6.87M. The position accounts for 1.49% of the portfolio, ranked #11.

Patton Fund Management first reported a position in VNQ in Q1 2021 and has held it in 12 quarters since. 410 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Patton Fund Management held 71,281 shares of Vanguard Real Estate ETF worth $6.87M as of Q2 2026.
Patton Fund Management bought 2,425 Vanguard Real Estate ETF shares in Q2 2026, an estimated $232K.
Vanguard Real Estate ETF made up 1.49% of Patton Fund Management's portfolio in Q2 2026, its #11 holding.
Patton Fund Management first reported a position in Vanguard Real Estate ETF in Q1 2021 and has held it in 12 quarters since.
410 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.