RF
VNQ icon

Roxbury Financial’s Vanguard Real Estate ETF VNQ Stock Holding History

Roxbury Financial’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 		$38K Buy
394
+2
+0.5% +$191 0.03% 220
2026
Q1 		$34.8K Buy
392
+2
+0.5% +$183 0.03% 213
2025
Q4 		$34.5K Buy
390
+2
+0.5% +$180 0.03% 213
2025
Q3 		$35.5K Buy
388
+1
+0.3% +$91 0.03% 204
2025
Q2 		$34.4K Buy
387
+4
+1% +$353 0.03% 205
2025
Q1 		$36K Buy
383
+2
+0.5% +$182 0.04% 193
2024
Q4 		$37.4K Buy
+381
New +$36K 0.04% 187

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

Roxbury Financial's VNQ Position: Q2 2026 in Review

Roxbury Financial increased its Vanguard Real Estate ETF (VNQ) stake by 0.51% in Q2 2026, buying an estimated $191 and bringing the position to 394 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #220.

Roxbury Financial first reported a position in VNQ in Q4 2024 and has held it in 7 quarters since. 635 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Roxbury Financial held 394 shares of Vanguard Real Estate ETF worth $38K as of Q2 2026.
  • Roxbury Financial bought 2 Vanguard Real Estate ETF shares in Q2 2026, an estimated $191.
  • Vanguard Real Estate ETF made up 0.03% of Roxbury Financial's portfolio in Q2 2026, its #220 holding.
  • Roxbury Financial first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 635 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.