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VNQ icon

RBA Wealth Management’s Vanguard Real Estate ETF VNQ Stock Holding History

RBA Wealth 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 		$247K Sell
2,782
-8
-0.3% -$734 0.09% 88
2025
Q4 		$247K Buy
2,790
+363
+15% +$32.6K 0.08% 88
2025
Q3 		$222K Sell
2,427
-445
-15% -$40.4K 0.08% 91
2025
Q2 		$256K Buy
2,872
+127
+5% +$11.2K 0.1% 86
2025
Q1 		$249K Sell
2,745
-46
-2% -$4.17K 0.1% 83
2024
Q4 		$249K Buy
2,791
+331
+13% +$31.3K 0.09% 80
2024
Q3 		$240K Buy
2,460
+53
+2% +$4.88K 0.09% 83
2024
Q2 		$202K Sell
2,407
-168
-7% -$13.9K 0.08% 89
2024
Q1 		$223K Buy
2,575
+194
+8% +$16.6K 0.09% 87
2023
Q4 		$210K Buy
+2,381
New +$189K 0.09% 89
2023
Q3 		– Sell
-2,532
Closed -$212K – 91
2023
Q2 		$212K Sell
2,532
-45
-2% -$3.69K 0.1% 89
2023
Q1 		$214K Sell
2,577
-10
-0.4% -$859 0.11% 90
2022
Q4 		$213K Buy
+2,587
New +$215K 0.11% 84
2022
Q3 		– Sell
-2,347
Closed -$214K – 94
2022
Q2 		$214K Sell
2,347
-16
-0.7% -$1.59K 0.12% 88
2022
Q1 		$256K Buy
2,363
+12
+0.5% +$1.27K 0.12% 91
2021
Q4 		$273K Buy
+2,351
New +$257K 0.13% 91

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

RBA Wealth Management's VNQ Position: Q1 2026 in Review

RBA Wealth Management reduced its Vanguard Real Estate ETF (VNQ) stake by 0.29% in Q1 2026, selling an estimated $734 and leaving 2,782 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #88.

RBA Wealth Management first reported a position in VNQ in Q4 2021 and has held it in 16 quarters since. The position peaked at $273K in Q4 2021. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • RBA Wealth Management held 2,782 shares of Vanguard Real Estate ETF worth $247K as of Q1 2026.
  • RBA Wealth Management sold 8 Vanguard Real Estate ETF shares in Q1 2026, an estimated $734.
  • Vanguard Real Estate ETF made up 0.09% of RBA Wealth Management's portfolio in Q1 2026, its #88 holding.
  • RBA Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 16 quarters since.
  • RBA Wealth Management's Vanguard Real Estate ETF position peaked at $273K in Q4 2021.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on RBA Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.