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Richmond Brothers’s Vanguard Real Estate ETF VNQ Stock Holding History

Richmond Brothers’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 		$2.78M Sell
28,796
-40,792
-59% -$3.9M 1.44% 19
2026
Q1 		$6.17M Buy
69,588
+33,746
+94% +$3.09M 4.11% 11
2025
Q4 		$3.17M Sell
35,842
-2,616
-7% -$235K 2.02% 15
2025
Q3 		$3.52M Sell
38,458
-362
-0.9% -$32.8K 2.22% 16
2025
Q2 		$3.46M Sell
38,820
-46,243
-54% -$4.08M 2.26% 16
2025
Q1 		$7.7M Buy
85,063
+4,313
+5% +$391K 4.87% 10
2024
Q4 		$7.19M Buy
80,750
+9,195
+13% +$869K 4.61% 9
2024
Q3 		$6.97M Buy
+71,555
New +$6.59M 4.3% 7

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Richmond Brothers's VNQ Position: Q2 2026 in Review

Richmond Brothers reduced its Vanguard Real Estate ETF (VNQ) stake by 59% in Q2 2026, selling an estimated $3.9M and leaving 28,796 shares worth $2.78M. The position accounts for 1.44% of the portfolio, ranked #19.

Richmond Brothers first reported a position in VNQ in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.7M in Q1 2025. 1,799 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Richmond Brothers held 28,796 shares of Vanguard Real Estate ETF worth $2.78M as of Q2 2026.
  • Richmond Brothers sold 40,792 Vanguard Real Estate ETF shares in Q2 2026, an estimated $3.9M.
  • Vanguard Real Estate ETF made up 1.44% of Richmond Brothers's portfolio in Q2 2026, its #19 holding.
  • Richmond Brothers first reported a position in Vanguard Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
  • Richmond Brothers's Vanguard Real Estate ETF position peaked at $7.7M in Q1 2025.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Richmond Brothers's 13F filing for Q2 2026, filed 11 Aug 2026.