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

Ritholtz 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 		$1.35M Buy
15,252
+3,221
+27% +$295K 0.02% 472
2025
Q4 		$1.06M Buy
12,031
+87
+0.7% +$7.82K 0.02% 505
2025
Q3 		$1.09M Sell
11,944
-509
-4% -$46.2K 0.02% 468
2025
Q2 		$1.11M Sell
12,453
-1,135
-8% -$100K 0.02% 427
2025
Q1 		$1.23M Buy
13,588
+2,000
+17% +$182K 0.04% 355
2024
Q4 		$1.03M Sell
11,588
-814
-7% -$76.9K 0.03% 358
2024
Q3 		$1.21M Sell
12,402
-7,495
-38% -$690K 0.04% 337
2024
Q2 		$1.67M Sell
19,897
-693
-3% -$57.2K 0.06% 236
2024
Q1 		$1.78M Sell
20,590
-664
-3% -$56.7K 0.06% 219
2023
Q4 		$1.88M Sell
21,254
-1,245
-6% -$98.7K 0.07% 180
2023
Q3 		$1.7M Buy
22,499
+47
+0.2% +$3.88K 0.08% 172
2023
Q2 		$1.88M Sell
22,452
-3,927
-15% -$322K 0.08% 149
2023
Q1 		$2.19M Buy
26,379
+462
+2% +$39.7K 0.11% 120
2022
Q4 		$2.14M Sell
25,917
-6,223
-19% -$516K 0.12% 121
2022
Q3 		$2.58M Sell
32,140
-4,134
-11% -$387K 0.14% 104
2022
Q2 		$3.31M Buy
36,274
+760
+2% +$75.8K 0.21% 57
2022
Q1 		$3.85M Buy
35,514
+1,752
+5% +$185K 0.26% 40
2021
Q4 		$3.92M Sell
33,762
-2,873
-8% -$314K 0.24% 44
2021
Q3 		$3.73M Sell
36,635
-2,801
-7% -$297K 0.26% 43
2021
Q2 		$4.01M Buy
39,436
+1,306
+3% +$130K 0.29% 37
2021
Q1 		$3.5M Buy
38,130
+717
+2% +$63K 0.29% 34
2020
Q4 		$3.18M Buy
37,413
+190
+0.5% +$15.8K 0.3% 32
2020
Q3 		$2.94M Sell
37,223
-2,759
-7% -$221K 0.33% 31
2020
Q2 		$3.14M Sell
39,982
-8,749
-18% -$663K 0.4% 28
2020
Q1 		$3.4M Sell
48,731
-5,477
-10% -$481K 0.55% 16
2019
Q4 		$5.03M Sell
54,208
-7,314
-12% -$677K 0.73% 14
2019
Q3 		$5.74M Sell
61,522
-1,456
-2% -$132K 0.93% 14
2019
Q2 		$5.5M Sell
62,978
-10,921
-15% -$956K 0.94% 14
2019
Q1 		$6.42M Sell
73,899
-152,466
-67% -$12.6M 1.18% 13
2018
Q4 		$16.9M Sell
226,365
-46,234
-17% -$3.64M 3.83% 6
2018
Q3 		$22M Buy
272,599
+7,287
+3% +$600K 5.57% 6
2018
Q2 		$21.6M Buy
265,312
+9,113
+4% +$706K 5.87% 6
2018
Q1 		$19.3M Buy
256,199
+70,575
+38% +$5.4M 5.53% 6
2017
Q4 		$15.4M Buy
185,624
+13,331
+8% +$1.12M 4.56% 6
2017
Q3 		$14.3M Buy
172,293
+11,802
+7% +$986K 5.36% 6
2017
Q2 		$13.4M Buy
+160,491
New +$13.4M 5.61% 6
2016
Q4 		$10.3M Buy
+125,169
New +$10.2M 5.29% 6

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

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

Ritholtz Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 27% in Q1 2026, buying an estimated $295K and bringing the position to 15,252 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #472.

Ritholtz Wealth Management first reported a position in VNQ in Q4 2016 and has held it in 37 quarters since. The position peaked at $22M in Q3 2018. 1,771 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • Ritholtz Wealth Management held 15,252 shares of Vanguard Real Estate ETF worth $1.35M as of Q1 2026.
  • Ritholtz Wealth Management bought 3,221 Vanguard Real Estate ETF shares in Q1 2026, an estimated $295K.
  • Vanguard Real Estate ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #472 holding.
  • Ritholtz Wealth Management first reported a position in Vanguard Real Estate ETF in Q4 2016 and has held it in 37 quarters since.
  • Ritholtz Wealth Management's Vanguard Real Estate ETF position peaked at $22M in Q3 2018.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.