River Street Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

River Street Advisors’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	$1.33M	Sell	13,753 -1,610	-10%	-$154K	0.39%	64
2026 Q1	$1.36M	Sell	15,363 -3,518	-19%	-$323K	0.46%	58
2025 Q4	$1.67M	Sell	18,881 -4,353	-19%	-$391K	0.63%	39
2025 Q3	$2.12M	Sell	23,234 -25,049	-52%	-$2.27M	0.82%	32
2025 Q2	$4.3M	Sell	48,283 -8,531	-15%	-$752K	1.85%	12
2025 Q1	$5.14M	Buy	56,814 +1,328	+2%	+$121K	2.55%	8
2024 Q4	$4.94M	Buy	55,486 +3,839	+7%	+$363K	2.53%	9
2024 Q3	$5.03M	Buy	51,647 +745	+1%	+$68.6K	2.73%	6
2024 Q2	$4.26M	Buy	+50,902	New	+$4.2M	2.62%	8
2023 Q3	–	Sell	-3,653	Closed	-$305K	–	111
2023 Q2	$305K	Sell	3,653 -137	-4%	-$11.2K	0.29%	91
2023 Q1	$315K	Buy	3,790 +205	+6%	+$17.6K	0.31%	88
2022 Q4	$296K	Buy	+3,585	New	+$297K	0.32%	86

Other funds holding VNQ

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

River Street Advisors's VNQ Position: Q2 2026 in Review

River Street Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 10% in Q2 2026, selling an estimated $154K and leaving 13,753 shares worth $1.33M. The position accounts for 0.39% of the portfolio, ranked #64.

River Street Advisors first reported a position in VNQ in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.14M in Q1 2025. 555 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

River Street Advisors held 13,753 shares of Vanguard Real Estate ETF worth $1.33M as of Q2 2026.
River Street Advisors sold 1,610 Vanguard Real Estate ETF shares in Q2 2026, an estimated $154K.
Vanguard Real Estate ETF made up 0.39% of River Street Advisors's portfolio in Q2 2026, its #64 holding.
River Street Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 12 quarters since.
River Street Advisors's Vanguard Real Estate ETF position peaked at $5.14M in Q1 2025.
555 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.