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

Robertson Stephens 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
Q2 		$815K Buy
8,453
+2,760
+48% +$264K 0.02% 355
2026
Q1 		$505K Sell
5,693
-410
-7% -$37.6K 0.01% 418
2025
Q4 		$540K Buy
6,103
+623
+11% +$56K 0.01% 412
2025
Q3 		$501K Sell
5,480
-816
-13% -$74K 0.02% 354
2025
Q2 		$561K Sell
6,296
-306
-5% -$27K 0.02% 348
2025
Q1 		$598K Sell
6,602
-1,334
-17% -$121K 0.02% 341
2024
Q4 		$707K Sell
7,936
-977
-11% -$92.3K 0.03% 306
2024
Q3 		$876K Buy
8,913
+779
+10% +$71.7K 0.03% 302
2024
Q2 		$690K Sell
8,134
-6,042
-43% -$499K 0.03% 279
2024
Q1 		$1.23M Buy
14,176
+2,009
+17% +$172K 0.07% 211
2023
Q4 		$1.08M Sell
12,167
-5,514
-31% -$437K 0.07% 213
2023
Q3 		$1.35M Buy
17,681
+7,429
+72% +$613K 0.09% 171
2023
Q2 		$866K Sell
10,252
-1,798
-15% -$147K 0.06% 210
2023
Q1 		$1M Sell
12,050
-3,531
-23% -$303K 0.08% 197
2022
Q4 		$1.29M Sell
15,581
-4,587
-23% -$380K 0.13% 153
2022
Q3 		$1.62M Buy
20,168
+3,375
+20% +$316K 0.17% 108
2022
Q2 		$1.53M Buy
16,793
+1,924
+13% +$192K 0.14% 121
2022
Q1 		$1.61M Sell
14,869
-359
-2% -$38K 0.14% 137
2021
Q4 		$1.77M Buy
15,228
+5,633
+59% +$615K 0.15% 122
2021
Q3 		$976K Sell
9,595
-74
-0.8% -$7.85K 0.11% 120
2021
Q2 		$984K Buy
9,669
+3,291
+52% +$326K 0.12% 120
2021
Q1 		$585K Buy
+6,378
New +$561K 0.09% 160

Other funds holding VNQ

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SPIO
Seven Post Investment Office San Francisco, California $352M AUM 16.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Robertson Stephens Wealth Management's VNQ Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Vanguard Real Estate ETF (VNQ) stake by 48% in Q2 2026, buying an estimated $264K and bringing the position to 8,453 shares worth $815K. The position accounts for 0.02% of the portfolio, ranked #355.

Robertson Stephens Wealth Management first reported a position in VNQ in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.77M in Q4 2021. 868 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Robertson Stephens Wealth Management held 8,453 shares of Vanguard Real Estate ETF worth $815K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 2,760 Vanguard Real Estate ETF shares in Q2 2026, an estimated $264K.
  • Vanguard Real Estate ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Robertson Stephens Wealth Management first reported a position in Vanguard Real Estate ETF in Q1 2021 and has held it in 22 quarters since.
  • Robertson Stephens Wealth Management's Vanguard Real Estate ETF position peaked at $1.77M in Q4 2021.
  • 868 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.