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 Q3	$1.03M	Sell	11,446 -65	-0.6%	-$6.3K	0.56%	55
2026 Q2	$1.11M	Sell	11,511 -968	-8%	-$92.5K	0.59%	54
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

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Robinson Value Management's VNQ Position: Q3 2026 in Review

Robinson Value Management reduced its Vanguard Real Estate ETF (VNQ) stake by 0.56% in Q3 2026, selling an estimated $6.3K and leaving 11,446 shares worth $1.03M. The position accounts for 0.56% of the portfolio, ranked #55.

Robinson Value Management first reported a position in VNQ in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q3 2025. 571 funds tracked by Wall St. Rank hold VNQ as of Q3 2026.

Robinson Value Management held 11,446 shares of Vanguard Real Estate ETF worth $1.03M as of Q3 2026.
Robinson Value Management sold 65 Vanguard Real Estate ETF shares in Q3 2026, an estimated $6.3K.
Vanguard Real Estate ETF made up 0.56% of Robinson Value Management's portfolio in Q3 2026, its #55 holding.
Robinson Value Management first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
Robinson Value Management's Vanguard Real Estate ETF position peaked at $1.24M in Q3 2025.
571 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2026.

Based on Robinson Value Management's 13F filing for Q3 2026, filed 20 Oct 2026.