Richardson Financial Services’s Vanguard Real Estate ETF VNQ Stock Holding History

Richardson Financial Services’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	$779K	Buy	8,782 +82	+0.9%	+$7.52K	0.49%	48
2025 Q4	$791K	Buy	8,700 +11	+0.1%	+$989	0.26%	53
2025 Q3	$794K	Buy	8,689 +103	+1%	+$9.34K	0.49%	49
2025 Q2	$770K	Buy	8,586 +1,283	+18%	+$113K	0.52%	49
2025 Q1	$661K	Buy	7,303 +23	+0.3%	+$2.09K	0.5%	48
2024 Q4	$643K	Sell	7,280 -316	-4%	-$29.9K	0.45%	58
2024 Q3	$638K	Buy	7,596 +148	+2%	+$13.6K	0.41%	62
2024 Q2	$624K	Buy	7,448 +143	+2%	+$11.8K	0.45%	58
2024 Q1	$632K	Sell	7,305 -359	-5%	-$30.7K	0.45%	63
2023 Q4	$677K	Buy	+7,664	New	+$607K	0.59%	48

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

Richardson Financial Services's VNQ Position: Q1 2026 in Review

Richardson Financial Services increased its Vanguard Real Estate ETF (VNQ) stake by 0.94% in Q1 2026, buying an estimated $7.52K and bringing the position to 8,782 shares worth $779K. The position accounts for 0.49% of the portfolio, ranked #48.

Richardson Financial Services first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $794K in Q3 2025. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Richardson Financial Services held 8,782 shares of Vanguard Real Estate ETF worth $779K as of Q1 2026.
Richardson Financial Services bought 82 Vanguard Real Estate ETF shares in Q1 2026, an estimated $7.52K.
Vanguard Real Estate ETF made up 0.49% of Richardson Financial Services's portfolio in Q1 2026, its #48 holding.
Richardson Financial Services first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's Vanguard Real Estate ETF position peaked at $794K in Q3 2025.
1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.