Richard W. Paul & Associates’s Vanguard Real Estate ETF VNQ Stock Holding History

Richard W. Paul & Associates’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	$38.6K	Buy	400 +18	+5%	+$1.72K	0.01%	182
2026 Q1	$33.9K	Sell	382 -2	-0.5%	-$183	0.01%	185
2025 Q4	$34K	Buy	384 +2	+0.5%	+$180	0.01%	183
2025 Q3	$34.9K	Hold	382	–	–	0.01%	185
2025 Q2	$34K	Sell	382 -98	-20%	-$8.64K	0.01%	202
2025 Q1	$43.5K	Sell	480 -73	-13%	-$6.63K	0.02%	196
2024 Q4	$49.3K	Sell	553 -2	-0.4%	-$189	0.02%	210
2024 Q3	$54.1K	Buy	555 +1	+0.2%	+$92	0.02%	210
2024 Q2	$46.4K	Buy	554 +24	+5%	+$1.98K	0.02%	213
2024 Q1	$45.8K	Sell	530 -9	-2%	-$769	0.02%	219
2023 Q4	$47.6K	Sell	539 -18	-3%	-$1.43K	0.02%	217
2023 Q3	$42.1K	Sell	557 -10	-2%	-$825	0.02%	213
2023 Q2	$47.4K	Sell	567 -40	-7%	-$3.28K	0.02%	223
2023 Q1	$50.4K	Buy	607 +24	+4%	+$2.06K	0.02%	218
2022 Q4	$48.1K	Buy	+583	New	+$48.3K	0.02%	220

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Richard W. Paul & Associates's VNQ Position: Q2 2026 in Review

Richard W. Paul & Associates increased its Vanguard Real Estate ETF (VNQ) stake by 4.7% in Q2 2026, buying an estimated $1.72K and bringing the position to 400 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #182.

Richard W. Paul & Associates first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $54.1K in Q3 2024. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Richard W. Paul & Associates held 400 shares of Vanguard Real Estate ETF worth $38.6K as of Q2 2026.
Richard W. Paul & Associates bought 18 Vanguard Real Estate ETF shares in Q2 2026, an estimated $1.72K.
Vanguard Real Estate ETF made up 0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #182 holding.
Richard W. Paul & Associates first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
Richard W. Paul & Associates's Vanguard Real Estate ETF position peaked at $54.1K in Q3 2024.
1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.