Robinson Value Management’s Vanguard Real Estate ETF VNQ Stock Holding History

Robinson Value 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	$1.11M	Sell	12,479 -1,034	-8%	-$94.8K	0.62%	53
2025 Q4	$1.2M	Sell	13,513 -54	-0.4%	-$4.85K	0.65%	53
2025 Q3	$1.24M	Sell	13,567 -70	-0.5%	-$6.35K	0.72%	51
2025 Q2	$1.21M	Hold	13,637	–	–	0.76%	47
2025 Q1	$1.23M	Buy	13,637 +139	+1%	+$12.6K	0.8%	48
2024 Q4	$1.2M	Buy	+13,498	New	+$1.28M	0.79%	49

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

Robinson Value Management's VNQ Position: Q1 2026 in Review

Robinson Value Management reduced its Vanguard Real Estate ETF (VNQ) stake by 7.7% in Q1 2026, selling an estimated $94.8K and leaving 12,479 shares worth $1.11M. The position accounts for 0.62% of the portfolio, ranked #53.

Robinson Value Management first reported a position in VNQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.24M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Robinson Value Management held 12,479 shares of Vanguard Real Estate ETF worth $1.11M as of Q1 2026.
Robinson Value Management sold 1,034 Vanguard Real Estate ETF shares in Q1 2026, an estimated $94.8K.
Vanguard Real Estate ETF made up 0.62% of Robinson Value Management's portfolio in Q1 2026, its #53 holding.
Robinson Value Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
Robinson Value Management's Vanguard Real Estate ETF position peaked at $1.24M in Q3 2025.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on Robinson Value Management's 13F filing for Q1 2026, filed 5 May 2026.