Pinney & Scofield’s Vanguard Real Estate ETF VNQ Stock Holding History

Pinney & Scofield’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	$290K	Buy	3,268 +3	+0.1%	+$275	0.16%	43
2025 Q4	$289K	Buy	3,265 +3	+0.1%	+$270	0.16%	40
2025 Q3	$298K	Buy	3,262 +3	+0.1%	+$272	0.19%	41
2025 Q2	$290K	Buy	3,259 +2	+0.1%	+$176	0.2%	41
2025 Q1	$295K	Sell	3,257 -21	-0.6%	-$1.91K	0.21%	38
2024 Q4	$292K	Buy	+3,278	New	+$310K	0.22%	40

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Pinney & Scofield's VNQ Position: Q1 2026 in Review

Pinney & Scofield increased its Vanguard Real Estate ETF (VNQ) stake by 0.09% in Q1 2026, buying an estimated $275 and bringing the position to 3,268 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #43.

Pinney & Scofield first reported a position in VNQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $298K in Q3 2025. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Pinney & Scofield held 3,268 shares of Vanguard Real Estate ETF worth $290K as of Q1 2026.
Pinney & Scofield bought 3 Vanguard Real Estate ETF shares in Q1 2026, an estimated $275.
Vanguard Real Estate ETF made up 0.16% of Pinney & Scofield's portfolio in Q1 2026, its #43 holding.
Pinney & Scofield first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
Pinney & Scofield's Vanguard Real Estate ETF position peaked at $298K in Q3 2025.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.