RA
VNQ icon

Rockingstone Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Rockingstone 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 		$367K Sell
3,804
-50
-1% -$4.78K 0.15% 94
2026
Q1 		$342K Sell
3,854
-80
-2% -$7.34K 0.16% 96
2025
Q4 		$348K Sell
3,934
-25
-0.6% -$2.25K 0.16% 94
2025
Q3 		$362K Buy
3,959
+147
+4% +$13.3K 0.18% 88
2025
Q2 		$339K Sell
3,812
-110
-3% -$9.7K 0.18% 89
2025
Q1 		$355K Sell
3,922
-3,665
-48% -$333K 0.16% 89
2024
Q4 		$676K Sell
7,587
-885
-10% -$83.6K 0.3% 74
2024
Q3 		$825K Sell
8,472
-665
-7% -$61.2K 0.41% 66
2024
Q2 		$765K Hold
9,137
– – 0.39% 68
2024
Q1 		$790K Sell
9,137
-1,081
-11% -$92.4K 0.41% 68
2023
Q4 		$903K Buy
10,218
+315
+3% +$25K 0.51% 65
2023
Q3 		$749K Sell
9,903
-250
-2% -$20.6K 0.41% 70
2023
Q2 		$848K Buy
10,153
+28
+0.3% +$2.29K 0.48% 65
2023
Q1 		$841K Buy
10,125
+740
+8% +$63.6K 0.51% 66
2022
Q4 		$774K Buy
+9,385
New +$778K 0.58% 60

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

Rockingstone Advisors's VNQ Position: Q2 2026 in Review

Rockingstone Advisors reduced its Vanguard Real Estate ETF (VNQ) stake by 1.3% in Q2 2026, selling an estimated $4.78K and leaving 3,804 shares worth $367K. The position accounts for 0.15% of the portfolio, ranked #94.

Rockingstone Advisors first reported a position in VNQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $903K in Q4 2023. 897 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Rockingstone Advisors held 3,804 shares of Vanguard Real Estate ETF worth $367K as of Q2 2026.
  • Rockingstone Advisors sold 50 Vanguard Real Estate ETF shares in Q2 2026, an estimated $4.78K.
  • Vanguard Real Estate ETF made up 0.15% of Rockingstone Advisors's portfolio in Q2 2026, its #94 holding.
  • Rockingstone Advisors first reported a position in Vanguard Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Rockingstone Advisors's Vanguard Real Estate ETF position peaked at $903K in Q4 2023.
  • 897 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.